Certificate in Investment Advisor Level 2

4.9 (18 REVIEWS)
31 STUDENTS

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Certificate in Investment Advisor Level 2 teaches you everything on the topic thoroughly from scratch so you can achieve a professional certificate for free to showcase your achievement in professional life. This Certificate in Investment Advisor Level 2 is a comprehensive, instructor-guided course, designed to provide a detailed understanding of the nature of the related sector and your key roles within it.

To become successful in your profession, you must have a specific set of skills to succeed in today’s competitive world. In this in-depth training course, you will develop the most in-demand skills to kickstart your career, as well as upgrade your existing knowledge & skills.

The training materials of this course are available online for you to learn at your own pace and fast-track your career with ease.

Sneak Peek

Who should take the course

Anyone with a knack for learning new skills can take this Certificate in Investment Advisor Level 2 . While this comprehensive training is popular for preparing people for job opportunities in the relevant fields, it also helps to advance your career for promotions.

Certification

After successfully completing the Certificate in Investment Advisor Level 2 course, learners will be able to order an endorsed certificate as proof of their achievement. This certificate of achievement endorsed by the Quality Licence Scheme. You can have endorsed certificates delivered to your home via post for just £69.

After you’ve successfully completed your course, you will immediately be sent a CPD Accredited FREE Digital Certificate. You can have your FREE printed CPD Accredited Certificate delivered by post (shipping cost £3.99). 

Quality Licence Scheme

Accreditation

All of our courses, including this Certificate in Investment Advisor Level 2 , are fully accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Endorsement

The Quality Licence Scheme has endorsed this course for its excellent non-regulated provision and training programs. However, it is not an accredited qualification and is not regulated by Ofqual. If you require further recognition, such as progression into higher education, your training provider can offer advice. You may also refer to the Learner FAQs on the Quality Licence Scheme website for more information.

Course Curriculum

The detailed curriculum outline of our Certificate in Investment Advisor Level 2 is as follows:

  • Module 01: Various Types of Asset Classes
  • Module 02: The Macroeconomic Environment
  • Module 03: The Basic Principles of Investment Risk _ Return
  • Module 04: Investor _ Investment Taxation
  • Module 05: Types of Investment Products
  • Module 06: Planning and Constructing Portfolios
  • Module 07: Providing Investment Advice
  • Module 08: Performance _ Reviewing of Portfolios

Course Curriculum

Certificate in Investment Advisor Level 2
Module 01: Understanding Investment Risk 00:11:00
Module 02: Financial Markets and Instruments 00:07:00
Module 03: Analysing the Macroeconomic Environment 00:08:00
Module 04: Understanding Taxation of Investors and Investments 00:07:00
Module 05: Principles of Portfolio Construction and Planning 00:10:00
Module 06: Providing Investment Advice 00:08:00
Module 07: Evaluating Portfolio Performance and Review 00:07:00
Module 08: Implementing Investment Strategies 00:08:00
Get Your QLS Endorsed Certificate
Get Your QLS Endorsed Certificate 00:00:00
Trust Pilot Review
Trust Pilot Review 00:00:00
Certificate in Investment Advisor Level 2
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  • Original price was: £125.00.Current price is: £20.00. ex Vat
  • 1 year
  • Course Certificate
  • 1 hour, 6 minutes
  • Gift this course
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£100.00
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Instructors

31 STUDENTS ENROLLED