IFA Essentials Full Package Course

Everything you need to Learn, get hired and earn.

  • Flexible Learning

    There are no time limits to when you have to complete your study. You can take a break or just simply study at your own pace.

  • Course Mentor

    You will have access to a mentor who will help guide you through your learning. Answer any questions you may have and assist you with your career planning.

  • Exciting Prospects

    Working as an International Financial Adviser can be very lucrative, average earnings are very high. But it takes hard work, perseverance and a willingness to keep learning.

What you will learn

  • 1
    Course Introduction
    • Read Me First
    • Before we begin...
  • 2
    Financial markets
    • Introduction FREE PREVIEW
    • The Stock Market Simply Explained: Finance and Investment Basics (From 1957)
    • Stock Market_ _What Makes Us Tick_ 1952 New York Stock Exchange 12min [360p]
    • Understanding Financial Markets
    • The Role of the IFA
    • Career Progression
    • Investor Protection
    • Downloads & Links
    • Quiz Test your learning
  • 3
    Prospecting & Selling
    • Introduction
    • The Market Place
    • The IFA Business Cycle
    • Prospecting- Its a Numbers Game
    • Finding Leads
    • How to approach leads
    • Set a schedule
    • Downloads & Links
    • Quiz Test your learning
  • 4
    Know your client's needs
    • Getting to Know your Client
    • The Preamble
    • The Fact Find
    • Establishing your prospects Goals
    • Setting the agenda
    • Downloads & Links
    • Quiz Test your learning (25 Mins)
  • 5
    Investment planning
    • Investment Planning
    • Asset Allocation
    • The Three Buckets
    • Dollar Cost Averaging
    • Understanding Risk
    • Long Term Savings
    • Lump Sum Investing
    • Investing in Stocks for Beginners
    • Ways of Investing
    • What is a Mutual Fund
    • Reasons for Investing
    • Understanding Yield
    • Downloads & Links
  • 6
    Protection products
    • Protection Products
    • Downloads & Links
  • 7
    Pension products
    • Pension Products
    • Downloads & Links Unit 6
  • 8
    Savings products
    • Long Term Savings Plans
    • Downloads & Links Unit 7
  • 9
    Investment products (Lump sum)
    • Investment products
    • Portfolio Products
    • Downloads & Links Unit 8
  • 10
    Good Practice
    • Financial Structures (Basic)
    • Tax Planning
    • Downloads & Links
  • 11
    Putting it all togther
    • Putting it altogether
    • Making the sale
    • Asking for referrals
    • Servicing Your Client
    • Downloads & Links
    • Coursework
  • 12
    New career ahead
    • Congrats! Here's what's next...
    • More resources for you
    • Before you go...

FAQ

  • How long does the course take?

    It’s entirely up to you, there are no time limits, you learn at your own pace.

  • How difficult is the course?

    There is no pass or fail tests on our course. Although our course provides a great deal of information that needs to be learned, however, this is at your own pace. You will retain access to the course long after you have finished and started your new career.

  • When I complete the course, how soon can I start working as an IFA?

    As soon as you complete the course you can start straight away. We have trainee adviser places available, in China, UAE, Vietnam, Indonesia, and many more.

  • I don't have any financial qualifications?

    That's okay, you don't need any previous qualifications. Our course will teach you enough to get you started. Once at your new job, you will continue your learning while you work.

  • How quickly can I complete the course?

    You complete the course at your own pace, the minimum amount of time is 4 weeks, there is no maximum. Most students who are working take on average 6 months, those not working normally complete the course within 2 to 3 months. It's entirely up to you!

  • What can I expect to earn?

    As a trainee IFA working offshore we would expect you to earn in excess of $65k. It will just depend on how hard you work. Some IFA firms offer assistance with flight refunds and free accommodation for a 3 or 6-month period.

  • What if I change my mind, or need to delay?

    That’s not a problem, you can pause your course for up to 2 years.

  • Do I get a professional qualification?

    Our course is designed to get new IFA trainees up and running and earning as quickly as possible. It does not count as a formally recognized qualification. But we do follow the syllabus of the Chartered Insurance Institutes Award in Financial Planning for Non-UK based advisers. We include a guide within the course to help you pass the CII exam, which can be taken at many locations around the world. After completing our course, you should be able to pass this exam without any problems.

  • Can I choose where I work?

    The simple answer is yes. Your mentor will provide you with a list of the IFA firms and locations that are available to you and discuss the various options. It is then up to you to choose where you want to go.

Complete Course Fee

This course is FREE