Undergraduate Certificate in Financial Planning and Advice

Name: Undergraduate Certificate in Financial Planning and Advice
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The Undergraduate Certificate in Financial Planning and Advice is a vital course that equips learners with the necessary skills to succeed in the financial industry. With a strong emphasis on financial planning, this certificate program covers critical areas such as insurance, investment, retirement, and estate planning.

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AboutThisCourse

Financial planners are in high demand, and the Bureau of Labor Statistics predicts a 15% growth in employment for personal financial advisors between 2020 and 2030. This course prepares learners to meet this demand by providing them with a comprehensive understanding of financial planning principles and strategies. Throughout the course, learners will develop essential skills in financial analysis, risk management, and client communication, enabling them to provide valuable advice to individuals and families. By completing this certificate program, learners will be well-positioned to advance their careers in financial planning, wealth management, and related fields.

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CourseDetails

• Financial Planning Process & Methods
• Investment Principles & Portfolio Management
• Risk Management & Insurance Planning
• Retirement Planning & Employee Benefits
• Tax Planning & Estate Planning
• Ethics & Professional Responsibility in Financial Planning
• Financial Statement Analysis & Business Valuation
• Capstone Project: Comprehensive Financial Plan

CareerPath

EntryRequirements

BasicUnderstandingSubject
ProficiencyEnglish
ComputerInternetAccess
BasicComputerSkills
DedicationCompleteCourse

NoPriorQualifications

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NotAccreditedRecognized
NotRegulatedAuthorized
ComplementaryFormalQualifications

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FastTrack GBP £140

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AcceleratedLearningPath

ThreeFourHoursPerWeek
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StandardMode GBP £90

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FlexibleLearningPace

TwoThreeHoursPerWeek
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FullCourseAccess
DigitalCertificate
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EarnCareerCertificate

UNDERGRADUATE CERTIFICATE IN FINANCIAL PLANNING AND ADVICE

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London School of International Business (LSIB)

AwardedOn

05 May 2025

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