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Financial Planning and Advice
Financial Planning Fundamentals
Retirement Planning
Financial Protection
The Financial Planning and Advice course provides a thorough grounding in the principles and practices of financial planning. It covers essential topics such as creating comprehensive financial plans, understanding clients' financial needs and goals, and offering tailored financial advice. The course delves into key areas including retirement planning, investment strategies, tax planning, insurance, and estate planning. Participants will learn to assess financial situations, develop strategies to meet financial objectives, and maintain ongoing client relationships. The course aims to equip financial professionals with the skills and knowledge needed to provide effective, ethical, and client-focused financial advice.
Key Learning Outcomes
Who Should Enrol
Certification
Once you have successfully passed your exams, you will receive a digital certificate after the exam has been proctored. Additionally, a printed certificate can be delivered by post (please inquire with customer service for the cost). All of our courses are fully accredited, providing you with the latest skills and knowledge to enhance your competence and effectiveness in your chosen field. Our certifications have no expiry dates.
Accreditation
Our courses are fully accredited. They provide you with the latest skills and knowledge, enhancing your competence and effectiveness in your chosen field.
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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.
