Financial Advisor: Analysis, Planning & Financial Reporting Skills

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►►► Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting Admission Gifts ◄◄◄

★★ FREE PDF & Hard Copy Certificate| PDF Transcripts| FREE Student ID| Assessment| Lifetime Access| Enrolment Letter ★★

In the fast-evolving financial sector, the role of a financial advisor is more important than ever. With over 10 million UK residents seeking financial advice annually, the demand for qualified financial advisors continues to grow. Our Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting bundle is the perfect opportunity to gain the skills and knowledge needed to excel in this thriving industry. Whether you’re a beginner or an experienced professional looking to enhance your expertise, this course equips you with all the tools necessary to become a successful financial advisor.

This course bundle covers critical areas such as financial analysis, financial planning, and financial reporting—key elements that any proficient financial advisor must master. With salaries ranging between £40,000 and £90,000 annually, becoming a financial advisor is a rewarding and high-demand career path. As a certified financial advisor, you'll be helping clients manage their investments, plan for retirement, and make informed financial decisions that lead to long-term success.

By completing this course, you’ll be able to offer expert financial advice, build comprehensive financial plans, and create insightful reports that guide individuals and businesses toward achieving their financial goals. This bundle gives you everything you need to succeed as a trusted financial advisor.

Courses Are Included In This Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting Bundle:

• ➽ Course 01: Financial Advisor
• ➽ Course 02: Financial Analysis
• ➽ Course 03: Financial Planning
• ➽ Course 04: Financial Reporting
• ➽ Course 05: Financial Management
• ➽ Course 06: Concept of Financial Controller
• ➽ Course 07: Finance and Budgeting Diploma
• ➽ Course 08: Corporate Finance: Working Capital Management
• ➽ Course 09: Financial Crime Consultant
• ➽ Course 10: Financial Forecasting Model for New Business
• ➽ Course 11: Financial Modelling
• ➽ Course 12: Financial Ratio Analysis for Business Decisions
• ➽ Course 13: Improve your Financial Intelligence
• ➽ Course 14: Financial Statements Fraud Detection
• ➽ Course 15: Project Finance
• ➽ Course 16: Accounting
• ➽ Course 17: Banking and Finance Accounting Statements Financial Analysis
• ➽ Course 18: Basic Business Finance
• ➽ Course 19: Tax Accounting
• ➽ Course 20: Xero Accounting – Complete Training
• ➽ Course 21: Xero Advisor
• ➽ Course 22: Forensic Accounting Course
• ➽ Course 23: Microsoft Excel Training: Depreciation Accounting
• ➽ Course 24: Sage 50 Accounts Training
• ➽ Course 25: Payroll Administrator Training
• ➽ Course 26: Quickbooks Bookkeeping
• ➽ Course 27: Introduction to VAT Online Training
• ➽ Course 28: Online Debt Management
• ➽ Course 29: Pension UK
• ➽ Course 30: Document Control

Learning Outcomes

• Master the fundamentals of financial analysis, learning to interpret financial statements and evaluate financial health as a financial advisor.
• Develop skills in financial planning to help clients manage investments, retirement savings, and risk management.
• Gain proficiency in financial reporting, enabling you to create detailed reports that inform sound financial decisions.
• Learn financial modelling and ratio analysis—essential tools for a professional financial advisor.
• Become proficient in accounting software such as Xero and Sage 50, improving efficiency and accuracy in financial advisory roles.

Why Choose this Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting Bundle?

• FREE CPD-accredited certificate upon completion.
• Receive a student ID card (£10 for international delivery).
• Lifetime access to all course materials.
• 24/7 tutor support to assist you throughout your journey.
• Study fully online, accessible from anywhere in the world.
• Affordable and designed for learners at all levels.
• Instant access to course materials upon enrolment.

Certificates

CPD Accredited Digital certificate

Digital certificate - Included

Upon passing the Course, you need to order a Digital Certificate for each of the courses inside this bundle as proof of your new skills that are accredited by CPD QS for Free.

CPD Accredited Hard copy certificate

Hard copy certificate - Included

Upon completing the course, you'll receive a CPD-accredited certificate at no additional cost. If you wish to order extra copies, they can be purchased separately for just £14.99 each.

Financial Advisor

Hard copy certificate - Included

After successfully completing the Financial Advisor, you can order an original hardcopy certificate of achievement endorsed by the Quality Licence Scheme.

Description

This bundle offers a comprehensive training program in financial analysis, planning, and reporting. Tailored for aspiring financial advisors, it provides the skills necessary to advise clients on their financial strategies and ensure their long-term financial security.

★★★ Course Curriculum of Financial Advisor: Financial Analysis and Financial Planning with Financial Reporting Bundle ★★★

➽ Course 01: Financial Advisor

• Module 01: Introduction to Finance
• Module 02: Essential Skill for Financial Advisor
• Module 03: Financial Planning
• Module 04: Wealth Management and Guide to Make Personal Financial Statements
• Module 05: Financial Risk Management and Assessment
• Module 06: Investment Planning
• Module 07: Divorce Planning
• Module 08: Google Analytics for Financial Advisors

➽ Course 02: Financial Analysis

• Module 01: Introduction to Financial Analysis
• Module 02: The Balance Sheet
• Module 03: The Income Statement
• Module 04: The Cash Flow Statement
• Module 05: Financial Reporting
• Module 06: Analysing Profitability
• Module 07: The Applications and Limitations of EBITDA
• Module 08: Credit Analysis
• Module 09: Equity Analysis
• Module 10: Ratio Analysis

➽ Course 03: Financial Reporting

• Module 01: Financial Reporting
• Module 02: The Cash Flow Statement
• Module 03: Credit Analysis
• Module 04: The Balance Sheet
• Module 05: Equity Analysis
• Module 06: Ratio Analysis
• Module 07: The Applications and Limitations of EBITDA
• Module 08: Tax System and Administration in the UK

=========>>>>> And 27 More Courses <<<<<=========

Who is this course for?

This bundle is ideal for:

• Students seeking mastery in this field
• Professionals seeking to enhance their skills
• Anyone who is passionate about this topic

Requirements

The course is accessible on any device—PC, Mac, laptop, tablet, or smartphone. Basic computer skills and an internet connection are all you need to access the course.

Career path

• Financial Advisor – £40,000 to £90,000 annually.
• Financial Planner – £35,000 to £80,000 annually.
• Financial Analyst – £40,000 to £70,000 annually.
• Corporate Finance Manager – £50,000 to £100,000 annually.
• Investment Consultant – £45,000 to £85,000 annually.