Financial Planning & Advice

With 3 Chapters and 3 Practice Quizzes, the Financial Planning and Advice is a comprehensive e-learning programme that introduces the core principles of personal and retirement financial planning while addressing the critical role of financial protection. Designed to equip finance professionals with the essential skills to provide informed and ethical advice, the course supports both aspiring and experienced advisors in building client-centric financial strategies. Spanning three pivotal areas—Introduction, Financial Protection, and Retirement Planning—the programme fosters a foundational understanding of client needs, risk mitigation, and long-term wealth preservation. Participants will explore how to assess financial goals, identify appropriate protection solutions (such as insurance and income safeguards), and construct sustainable retirement plans aligned with regulatory frameworks and personal circumstances. This course is highly suited for financial planners, paraplanners, wealth managers, and professionals transitioning into advisory roles. By emphasizing practical applications and ethical responsibility, it prepares learners to confidently support both individual and corporate clients in navigating financial uncertainty and planning for the future. Whether used as a standalone qualification or combined with advanced courses in regulation or investment strategy, Financial Planning and Advice provides a robust stepping stone toward professional growth and industry-recognized credentials. Ideal for new graduates or seasoned advisors seeking structured continuing professional development.