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Have questions about our courses? Our team is here to help you advance your financial consulting career.
Contact Information
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167 Thompson Brook South Amyview
PL20 6JB, United Kingdom
Office Hours
Monday - Friday: 9:00 AM - 6:00 PM
Saturday: 10:00 AM - 2:00 PM
Sunday: Closed
Company Registration No: 40479435
FinConsult Academy is a registered educational organization in the United Kingdom.
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Frequently Asked Questions
How long does it take to complete a course?
Our courses range from 10 to 16 weeks depending on the program. All courses are self-paced with suggested timelines to help you stay on track while accommodating your professional schedule.
What are the prerequisites for enrollment?
Most programs require a bachelor's degree in finance, economics, or a related field, plus 2+ years of relevant work experience. Some advanced courses may have additional requirements.
Do you offer corporate training programs?
Yes, we provide customized corporate training solutions for financial institutions and consulting firms. Contact us to discuss your organization's specific needs and learning objectives.
Are the certifications recognized internationally?
Our programs are designed to complement globally recognized certifications like CFA, CFP, and CPA. While our certificate is UK-based, the skills and knowledge are applicable worldwide.
What payment options are available?
We accept major credit cards, bank transfers, and offer installment payment plans for all programs. Early registration discounts are available for most courses.
Is there job placement assistance?
We provide career support including resume reviews, interview preparation, and access to our alumni network. While we don't guarantee placement, 94% of graduates secure positions within 6 months.
Financial Consulting Glossary
- Client Onboarding
- The systematic process of gathering information, assessing needs, and establishing the working relationship between a financial consultant and a new client.
- Compliance Requirements
- Regulatory obligations that financial consultants must adhere to, including licensing, continuing education, disclosure requirements, and ethical standards.
- Engagement Letter
- A formal agreement between a financial consultant and client that outlines the scope of services, fees, responsibilities, and terms of the consulting relationship.
- Know Your Client
- A standard in the financial industry requiring advisors to verify client identity, understand their financial situation, and assess risk tolerance before making recommendations.
- Professional Liability Insurance
- Coverage that protects financial consultants against claims of negligence, errors, or omissions in the provision of professional services to clients.
- Service Agreement
- A detailed contract specifying the financial consulting services to be provided, deliverables, timelines, compensation structure, and termination conditions.