Financial Planning & Personal Finance Management Training

Name: Financial Advisory, Taxation & Wealth Management
Price: 20 GBP
Rating: 4.9 (18 reviews)

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Curriculum

Financial Advisory, Taxation & Wealth Management develops knowledge of UK tax systems, financial planning, and wealth management strategies. Ideal for learners aiming to build careers in financial services, taxation, or advisory roles.

Financial Advisory, Taxation & Wealth Management provides a structured introduction to the financial services sector in the United Kingdom. The course explores how taxation, investment planning, wealth management, and financial advisory services operate within the UK regulatory and economic environment.

Learners will explore topics such as income tax, capital gains tax, tax planning strategies, financial risk assessment, and investment planning. The course also examines financial markets, regulatory bodies, and the legal frameworks that influence financial services operations in the UK.

By the end of the course, learners will understand how taxation, financial planning, and investment strategies connect within the wider financial services landscape. The programme offers knowledge that supports career development in financial advisory, taxation support roles, wealth management, and financial administration.

Format & Key Features

Sneak Peek

Learning Outcomes

Upon completing the course, learners will be able to:

Understand the structure of the UK taxation system
Explain key principles of income tax and capital gains tax
Organise documents required for tax reporting and submissions
Analyse financial planning strategies and wealth management concepts
Understand financial risk management and investment planning fundamentals
Examine project finance principles and capital market structures
Understand the UK financial services regulatory environment
Explain legal frameworks related to contracts, trusts, and financial compliance
Understand the roles of UK financial regulators including FCA and PRA

Who Should Take This Course

This course is suitable for:

Individuals interested in financial advisory and wealth management careers
Beginners seeking knowledge of UK taxation and financial services
Professionals looking to expand their financial planning knowledge
Individuals exploring career opportunities in finance or taxation support roles
Business owners wishing to understand taxation and financial planning

Career Path / Opportunities

Financial Advisor Assistant – £25,000 to £40,000 per year
Tax Assistant / Tax Associate – £24,000 to £38,000 per year
Wealth Management Assistant – £28,000 to £45,000 per year
Financial Planning Administrator – £25,000 to £42,000 per year
Investment Operations Analyst – £30,000 to £50,000 per year
Finance Officer – £28,000 to £45,000 per year

Career Progression Route

Start as a Financial Administration Assistant or Tax Support Officer
Progress to Financial Planning Executive or Wealth Management Associate
Advance into Senior Financial Advisor or Financial Planning Consultant
Specialise further in investment planning, taxation strategy, or wealth advisory

Practical Details

Course Access: Lifetime access
Study Method: Fully online learning
Estimated Study Time: Flexible learning hours depending on pace
Device Compatibility: Accessible via desktop, tablet, and mobile devices
Support: 24/7 tutor support available

Accreditation

All of our courses, including this Financial Advisory, Taxation & Wealth Management course are fully CPD accredited, providing you with up-to-date skills and knowledge and helping you to become more competent and effective in your chosen field.

Certification

After successfully completing the course assessment, learners can obtain:

Digital Certificate – Free and instantly downloadable
Printed Certificate – Free, with £5.99 Shipping cost

Certificates demonstrate completion of the course and can be included in professional portfolios or CVs.

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Recommended renewal: 3 years.
Our certifications have no expiry dates, but we recommend renewing them to stay up to date with industry best practices.

Course Curriculum

The detailed curriculum outline of our Financial Advisory, Taxation & Wealth Management is as follows:

Module 01: Essential Skills for Financial Advisors

Essential Skills for Financial Advisors

Module 02: Financial Planning

Financial Planning

Module 03: Wealth Management and Guide to Make Personal Financial Statements

Wealth Management and Guide to Make Personal Financial Statements

Module 04: Financial Risk Management and Assessment

Financial Risk Management and Assessment

Module 05: Investment Planning

Investment Planning

Module 06: Introduction to Wealth Management

Introduction to Wealth Management

Module 07: Asset Management

Asset Management

Module 08: Risk and Return

Risk and Return

Module 09: Investment Management

Risk and Return

Module 10: Wealth Management and Taxation

Wealth Management and Taxation

Module 11: Tax on Individuals

Tax on Individuals

Module 12: How to Submit a Self-Assessment Tax Return

How to Submit a Self-Assessment Tax Return

Module 13: Fundamental of Income Tax

Fundamental of Income Tax

Module 14: Double Entry Accounting

Double Entry Accounting

Course Reviews

Excellent

4.8 Average 118 Reviews

Reviews

Great course with details, ease in navigating through the platform and made learning an exciting experience

FAQs

What is Financial Advisory, Taxation & Wealth Management?

This course introduces learners to UK taxation, financial planning, wealth management, and financial services regulation.

Do I need previous experience in finance or taxation?

No prior experience is required. The course is designed for beginners as well as individuals seeking to expand their knowledge.

How long does it take to complete the course?

Completion time varies depending on study pace. As the course is fully online and self-paced, learners can study according to their schedule.

What certificate will I receive after completion?

Learners receive a CPD accredited certificate upon successful completion of the course assessment.

Can this course support a career in finance or taxation?

The course provides foundational knowledge relevant to roles in financial administration, taxation support, and financial advisory environments.

Course Curriculum

Module 01: Essential Skills for Financial Advisors
	Essential Skills for Financial Advisors	00:34:00
Module 02: Financial Planning
	Financial Planning	00:37:00
Module 03: Wealth Management and Guide to Make Personal Financial Statements
	Wealth Management and Guide to Make Personal Financial Statements	00:18:00
Module 04: Financial Risk Management and Assessment
	Financial Risk Management and Assessment	00:31:00
Module 05: Investment Planning
	Investment Planning	00:25:00
Module 06: Introduction to Wealth Management
	Module 06: Introduction to Wealth Management	00:10:00
Module 07: Asset Management
	Module 07: Asset Management	00:10:00
Module 08: Risk and Return
	Module 08: Risk and Return	00:10:00
Module 09: Investment Management
	Module 09: Investment Management	00:10:00
Module 10: Wealth Management and Taxation
	Module 10: Wealth Management and Taxation	00:10:00
Module 11: Tax on Individuals
	Module 11: Tax on Individuals	00:23:00
Module 12: How to Submit a Self-Assessment Tax Return
	Module 12: How to Submit a Self-Assessment Tax Return	00:12:00
Module 13: Fundamental of Income Tax
	Module 13: Fundamental of Income Tax	00:22:00
Module 14: Double Entry Accounting
	Module 14: Double Entry Accounting	00:11:00