Financial Planning

What will I learn?

• What is involved in working as a financial adviser, including:
• Important personal attributes of a professional financial adviser
• The key elements of the relationship between a financial adviser and client, including:
• How to build rapport with clients
• Effective communication skills
• Record keeping and confidentiality
• A six-step financial planning process, including:
• Collecting client data
• Carrying out research and analysis
• Creating a financial plan
• Implementing and reviewing the plan
• The principles of investment, including:
• Investment risk
• Making investment decisions

This course requires approximately 2 - 4 hours of study per week, but can vary depending on the student. This includes watching videos, and taking quizzes and assessments. The total video time for this course is approximately 3 hours 42 minutes.

If you pass this course you'll receive a Certificate of Achievement. While this certificate isn't a formal qualification or credit, you can use it to demonstrate your interest in learning about this area to potential employers or educational institutions.