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Diploma in Financial Advisor

Course Overview Financial analysis is vital to maintaining a successful business.Learn financial analysis to make impactful decisions and stand out …

Diploma in Financial Advisor at QLS Level 4

Diploma in Financial Advisor

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PRIVATE COURSE

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1 Year Access

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3 Students

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3 hours, 40 minutes

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Course Overview

Financial analysis is vital to maintaining a successful business.Learn financial analysis to make impactful decisions and stand out from the crowd with this Financial Analysis Course. 

This Financial Analysis Course will give you a well-round introduction to financial analysis principles and uses. It will teach you how to read and understand a balance sheet, income statement and cash flow statement. Besides, it will introduce you to the applications and limitations of EBITDA. You’ll also learn the process of credit analysis, ratio analysis and equity analysis. Enrol today!

Alpha Academy is a Janets approved resale partner for Quality Licence Scheme Endorsed courses This Qualification will be delivered and assessed by Janets.

 

Learning Outcomes

  • Identify the elements of a balance sheet and income statement 
  • Learn how to prepare a cashflow statement
  • Learn about the advantages and disadvantages of EBITDA
  • Understand the fundamentals of credit analysis, ratio analysis and equity analysis

Assessment and Certification

At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you can order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post, or for both £39

Career Path

The Financial Analysis Course will provide essential skills that will make you more effective in your role. It would be beneficial for any related profession in the industry, such as:

  • Financial Analysis Manager
  • Financial Accounting & Analysis Advisor
  • Financial Planning & Analysis Manager
  • Director Of Financial Planning & Analysis

Course Curriculum

Module 01: Introduction to Finance
Introduction to Finance 00:23:00
Module 02: Essential Skill for Financial Advisor
Essential Skill for Financial Advisor 00:34:00
Module 03: Financial Planning
Financial Planning 00:37:00
Module 04: Wealth Management and Guide to Make Personal Financial Statements
Wealth Management and Guide to Make Personal Financial Statements 00:18:00
Module 05: Financial Risk Management and Assessment
Financial Risk Management and Assessment 00:31:00
Module 06: Investment Planning
Investment Planning 00:25:00
Module 07: Divorce Planning
Divorce Planning 00:26:00
Module 08: Google Analytics for Financial Advisors
Google Analytics for Financial Advisors 00:26:00

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Dive into an enriching online learning journey with Alpha Academy. We pride ourselves on offering a diverse range of courses tailored to your needs. Elevate your expertise or discover a new passion. With Alpha Academy, your pursuit of knowledge has no bounds.

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    BLACK FRIDAY SALE : ALL COURSES FOR Original price was: $652.69.Current price is: $64.09. / year

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    No more than 50 active courses at any one time. Membership renews after 12 months. Cancel anytime from your account. Certain courses are not included. Can't be used in conjunction with any other offer.

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