Financial Advisor and Planner

What's included:

• Grab an enrolment letter as a gift!
• Eligibility to earn a CPD & QLS endorsed certificate.
• Fully Online Recorded Class
• 24/7 & Lifetime Access
• Online support
• No hidden fees

Money might not grow on trees, but with the right strategies, it can certainly grow in the right hands. This Financial Advisor and Planner course is designed for those who want to understand money—not just spend or save it. Whether you're looking to guide others or take control of your own finances, this course covers investment planning, risk management, retirement strategies, budgeting, savings, and more. The modules break down complex financial ideas into digestible lessons suitable for anyone looking to build confidence in finance.

If you’re aiming to become a financial planner, this course offers a strong foundation in advising clients, understanding personal and business tax, and evaluating portfolios. It’s all about building clarity and logic in financial decision-making. This planner course walks you through everything from client profiling and goal setting to ethics in financial advice. Whether your goal is to work with individuals or organisations, the journey towards becoming a confident planner starts here.

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Learning Outcomes

• Understand financial planning and personal wealth management principles.
• Learn the foundations of investment, tax, and retirement planning.
• Develop strategies for budgeting, saving, and debt management.
• Build skills for effective client communication and trust.
• Understand the ethics and standards in financial advisory roles.

Who is this course for?

• Anyone interested in becoming a financial planner or advisor.
• Business owners aiming to manage financial growth efficiently.
• Students planning a finance-based career in the UK market.
• People seeking control of their personal financial decisions.
• Staff in financial roles needing structured planner knowledge.

Career Path & UK Average Salaries

• Financial Advisor – £28,000 to £55,000/year
• Paraplanner – £25,000 to £45,000/year
• Wealth Planner – £35,000 to £60,000/year
• Mortgage Advisor – £24,000 to £42,000/year
• Tax Advisor – £30,000 to £50,000/year
• Pension Consultant – £32,000 to £52,000/year