Course Information
Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
2 Hour(s) 17 Minute(s)
Language
English
Taught by
Greg Vanderford
Rating
Course Overview
Start an exciting new and lucrative career!
Financial Advisors sell investment products, consult, and manage portfolios for clients of all types.
The industry is growing rapidly as an ever larger number of people retire from the workforce and need someone to help them manage their wealth.
At the same time, financial literacy is near all time lows, which means the demand for Financial Advisors and Certified Financial Planners is at an ALL TIME HIGH.
In this course, you will learn what you need to do to become a qualified professional Financial Advisor or Certified Financial Planner including:
1. What certificates or training are necessary
2. How to get the necessary certificates and training
3. How much money you can expect to earn
4. The common challenges and pitfalls of the business
5. The skillset necessary to succeed
6. The many different ways you can be successful as a financial advisor
7. The attitude, background, and abilities that are the best fit for this career
8. Much more
Join the course, How to Become a Financial Advisor or CFP and take the first step on the journey toward a new and exciting career that ultimately leads to complete FINANCIAL INDEPENDENCE!
Course Content
- 5 section(s)
- 13 lecture(s)
- Section 1 Introduction
- Section 2 Pathways and Fee Structures
- Section 3 Differentiating Your Business From the Competition
- Section 4 General Considerations
- Section 5 Conclusion
What You’ll Learn
- Start a career as a financial advisor
Skills covered in this course
Reviews
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CCalin Gray
it was very clear, and helped me accurately understand the position, while also giving advice on the best plans to follow
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AAnirudh K H
Good start for me, being an Advocate/Lawyer to pitch into this field. I have had a good understanding of what its like and what it takes to be a CFP. Looking forward to a successful path ahead of me. "Sky is the limit"
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AAnidesh Vijayan
Every one who is into the financial or investment sector should do this course for their better future.
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VVinni Chiocchi
Good advice for fees once you are established as a financial advisor. Other than that I personally was looking for more of a step -by-step process to getting to BE a financial advisor, like specific courses to take, schools (online or otherwise), books to read, etc. I would like to leave retail and was hoping this course would help more with a specific path to get out if and into finance. For $13 though, I got a gist and didn't feel ripped off. Wouldn't pay much more.
