Global Certificate in Financial Planning & Wealth Management

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The Global Certificate in Financial Planning & Wealth Management is a comprehensive course that equips learners with essential skills for career advancement in the financial services industry. This course covers key areas including financial analysis, investment strategies, retirement planning, tax planning, estate planning, and risk management.

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AboutThisCourse

With the increasing demand for financial planning professionals, this course offers a great opportunity for learners to gain a competitive edge in the industry. It provides a solid foundation in financial planning principles and practices, enabling learners to make informed decisions when advising clients on their financial goals and objectives. By completing this course, learners will have the ability to analyze complex financial situations, develop customized financial plans, and effectively communicate recommendations to clients. This course is ideal for individuals who are seeking to advance their careers in financial planning, wealth management, and related fields.

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CourseDetails


• Financial Markets and Institutions
• Financial Planning Process and Client Relationship Management
• Investment Analysis and Portfolio Management
• Risk Management and Insurance Planning
• Retirement Planning and Employee Benefits
• Tax Planning and Estate Planning
• Ethics and Professional Responsibilities in Financial Planning
• Global Economics and International Finance
• Advanced Investment Strategies and Products
• Financial Planning Software and Technology Tools

CareerPath

EntryRequirements

  • BasicUnderstandingSubject
  • ProficiencyEnglish
  • ComputerInternetAccess
  • BasicComputerSkills
  • DedicationCompleteCourse

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  • NotAccreditedRecognized
  • NotRegulatedAuthorized
  • ComplementaryFormalQualifications

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CourseFee

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FastTrack GBP £140
CompleteInOneMonth
AcceleratedLearningPath
  • ThreeFourHoursPerWeek
  • EarlyCertificateDelivery
  • OpenEnrollmentStartAnytime
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StandardMode GBP £90
CompleteInTwoMonths
FlexibleLearningPace
  • TwoThreeHoursPerWeek
  • RegularCertificateDelivery
  • OpenEnrollmentStartAnytime
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  • FullCourseAccess
  • DigitalCertificate
  • CourseMaterials
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GLOBAL CERTIFICATE IN FINANCIAL PLANNING & WEALTH MANAGEMENT
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London School of International Business (LSIB)
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05 May 2025
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