Durationkeyboard_arrow_down
The programme is available in two duration modes:
1 month (Fast-track mode)
2 months (Standard mode)
Course Delivery keyboard_arrow_down

Online

Entry Requirementskeyboard_arrow_down

One of the following:

Course Contentkeyboard_arrow_down

Welcome to the Certificate in Advanced Financial Planning, a comprehensive program designed to equip learners with the advanced skills and strategic insights necessary to excel in the field of financial planning.

Key highlights of the program include:

  1. Strategic Financial Management: Explore advanced techniques for optimizing financial resources, managing risk, and maximizing profitability in various organizational contexts.

  2. Investment Analysis: Dive into the intricacies of investment strategies, portfolio management, and risk assessment to make informed investment decisions and achieve financial goals.

  3. Retirement Planning: Gain insights into retirement planning principles, including income planning, asset allocation, and risk management strategies to help clients achieve financial security in retirement.

  4. Estate Planning: Learn about estate planning laws, taxation, and wealth transfer strategies to help clients protect and distribute their assets according to their wishes.

  5. Insurance Planning: Understand the role of insurance in financial planning, including life insurance, health insurance, and long-term care insurance, to mitigate financial risks and protect against unforeseen events.

Throughout the program, participants engage with real-world case studies, industry experts, and interactive learning activities to apply theoretical concepts to practical scenarios. By combining theoretical knowledge with hands-on experience, graduates emerge with the skills and confidence needed to succeed in diverse roles within the financial planning industry.

Prepare for a rewarding career in finance and make a meaningful impact on the financial well-being of individuals, families, and businesses with the Certificate in Advanced Financial Planning.

Assessment keyboard_arrow_down

The assessment is done via submission of assignment. There are no written exams.

Course fee keyboard_arrow_down
The fee for the programme is as follows:

1 month (Fast-track mode) - £140


2 months (Standard mode) - £90
Payment planskeyboard_arrow_down

Please find below available fee payment plans:

1 month (Fast-track mode) - £140


2 months (Standard mode) - £90


Accreditationkeyboard_arrow_down

Please Note:-

    Stanmore School of Business