The Financial Planning and Advice course provides 85 CPD hours of a dedicated foundation in the principles, practices, and client-facing skills essential to personal financial advisory services in the UK. Focusing exclusively on planning and advice, the course explores key areas such as financial protection, retirement planning, savings strategies, and client relationship management.
Participants will develop the technical knowledge and interpersonal competencies required to deliver tailored financial advice that aligns with individual goals, life stages, and risk tolerances. The curriculum also includes practical guidance on building long-term financial plans, communicating recommendations clearly, and maintaining ethical client engagement throughout the advisory lifecycle.
Ideal for aspiring advisers and those transitioning into client-focused financial roles, this course equips learners with the confidence and capability to support individuals and families in navigating complex financial decisions and achieving sustainable financial wellbeing.
