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Esse Quam Videri
Financial Planning and Advice
Financial Planning Fundamentals
Retirement Planning
Financial Protection
Key Learning Outcomes:
-Master the fundamentals of financial planning: Comprehend the principles of financial planning, including risk
assessment, goal setting, and the financial planning process.
-Navigate retirement planning: Develop proficiency in retirement planning strategies, including pension options,
investment choices, and retirement income streams.
-Protect your clients: Gain insights into insurance planning, understanding the diverse types of insurance products and
their role in financial protection.
-Effective communication and client relationship management: Master the art of effective communication with clients,
fostering strong relationships and delivering clear and personalized financial advice.
-Ethical conduct and regulatory compliance: Grasp the importance of ethical conduct and regulatory compliance within
the financial advice industry.
Course Structure:
Chapter 1: Introduction to Financial Planning: (25 hours)
-Financial planning principles and concepts
-Client communication and relationship management
-Ethical conduct and regulatory compliance
Chapter 2: Financial Protection: (27 hours)
-Life insurance and its significance
-Health insurance and its advantages
-Property and casualty insurance for individuals and families
Chapter 3: Retirement Planning: (30 hours)
-Retirement planning strategies and goals
-Pension options and retirement income streams
-Investment planning for retirement
Who Should Enroll:
Financial advisors seeking to enhance their skills and knowledge
Individuals aspiring to enter the financial advice profession
Business owners and professionals seeking to manage their finances effectively
Upon successful completion of this course, you will be prepared to:
-Analyze client financial situations and identify their goals and objectives
-Develop tailored financial plans aligned with clients' risk tolerance and financial aspirations
-Implement effective investment strategies and asset allocation plans
-Provide comprehensive financial protection solutions, including life, health, and property insurance
-Communicate financial advice in a clear, concise, and client-centric manner
-Adhere to ethical conduct and regulatory compliance standards within the financial advice industry
This course is a CIFA Level 4 qualification, leading to a CIFA examination.
Embark on your journey to becoming a respected financial advisor and make a positive impact on the lives of your clients. Enroll today and unlock a world of financial expertise and opportunity.
You should also consider the CIFA Introduction to UK Financial Regulation & Professional Integrity Course to further broaden your understanding of the market. Alternatively you could consider the comprehensive CIFA Investment Advisor Certification (IAC) Programme.
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Dr. Mohammed Hamdan is a senior lecturer of Accounting and Finance at Cardiff Metropolitan University and course consultant at CIFA Education Management Ltd specialising in delivering various subjects of accounting and finance. With a Ph.D. in Accounting from University of South Wales, Dr. Hamdan's research focuses on understanding the drivers of complexities of costing systems within various manufacturing contexts, including different sectors and firm sizes.
Throughout his academic career, Dr. Hamdan has published numerous articles in reputable journals such as The British Accounting Review, SN Social Sciences and Theoretical Economics Letters. His recent work delves into the nuanced ways in which various factors such as, performance expectancy, effort expectancy and initial trust can influence users’ behavioural intention to use digital currency.
In addition to his research endeavours, Dr. Hamdan is dedicated to fostering an inclusive and intellectually stimulating learning environment for his students. He is an expert in delivering different modules for both under- and post-graduate students. To name some, Dr Hamdan teaches undergraduate courses on UK financial services, Financial Accounting and Management Accounting, as well as post-graduate courses on the use of Accounting and Finance in making business decisions and the contemporary issues in Accounting and finance.
Dr. Hamdan also serves as a peer reviewer for several academic journals, contributing to the rigorous evaluation of scholarly work in his field.
Overall, Dr. Mohammed Hamdan is a passionate scholar and educator who continuously strives to deepen our understanding of Accounting and Finance subjects, both inside and outside the classroom.
