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!
Start a career as a financial advisor
2 Lectures
4 Lectures
3 Lectures
My courses are designed based on my many years as a teacher and student of education and business. I hold a master's degree in business education and have been designing curricula, teaching, and doing corporate training for almost 15 years. The business, language, and chess courses that I have built on Udemy are a reflection of this experience and dedication...
Good
great info!
Yes because I am looking into becoming a financial advisor for my veteran community.
Every one who is into the financial or investment sector should do this course for their better future.
Based on the introduction and initial comments, the course seems to be very interesting.
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.
Good high level summary of becoming a financial advisor. Enjoy the bonus material: investing for 2022 and beyond. Thank you.
Majority of training very easy to understand.
Degree required! Refund denied!
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Mx S.
Great intro to CFP. Thank you.