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The Financial Advisor Course Level 3 will help you understand and develop the essential skills and fundamental knowledge of the financial advising process.

This course is intended to develop your skills as a financial advisor. Whether you choose to work at home or abroad, your new skills, talents and credentials will boost your career for life as a financial advisor. The exciting course includes a range of modules and provides different examples for assessment and valuation.

With all course materials and supportive documents provided as standard, which guarantee you unbeatable value for money.

Study in your own time and at your own pace for a recognised qualification that could transform your career prospects for life.

Method of Assessment:

Upon conclusion of the course, there’s an online multiple-choice quiz assessment, which will determine whether you have passed the course. The test is marked immediately and results are published instantly (60% pass mark).

Certification:

Certificates can be obtained at an additional cost of £9.99 for PDF, £16.99 for Printed Hardcopy format and £24.99 for Both for Both PDF and Hardcopy Certificates.

Requirements

There are no academic entry requirements for this course, and it is open to students of all academic backgrounds.

Course Curriculum

Section 01 - Personal Finance Calculations
Personal Finance Introduction 00:01:00
Calculating Your Net Worth 00:01:00
Calculating Your Real Hourly Wage 00:02:00
Expenses for Life Energy 00:02:00
Calculating a Monthly Budgeting 00:05:00
Section 02 - Saving for Retirement
Paying Off Debt 00:02:00
Build an Emergency Fund 00:02:00
Personal Savings 00:04:00
401K Basics 00:03:00
Asset Allocation 00:04:00
Investment Strategies 00:02:00
Advice on Financial Advisors 00:01:00
3h- Questions About Investing 00:15:00
Section 03 - Building Credit to Buy a Home
FICO Score 00:09:00
Starting Credit 00:03:00
Increasing Credit Score 00:02:00
Owning vs. Renting 00:02:00
Types of Mortages 00:03:00
Section 04 - Personal Finance Guides for Beginners
Advice to Teenagers 00:04:00
Guide to Buying a Car 00:05:00
Course Certification
Order your Certificate 00:00:00

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TAKE THIS COURSE
  • £305.00
  • 1 year
  • Course Certificate
  • Number of Units21
  • Number of Quizzes0
  • 1 hour, 12 minutes
326 STUDENTS ENROLLED

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ABOUT

We are a company who is best known for offering awarding body accredited courses for anyone who wishes to take their professional life to the next level.
St. Pauls College, 83 Victoria Street, London, SW1H 0HW

020 3900 1809
info@stpaulscollege.co.uk

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