By Greg Vanderford, Business Consultant

Financial Advisor Course

Language: English
All Levels

Course description

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!

Related Skills

Course overview - 12

  • Intro to Financial Advising

  • How to Get Started with No Formal Training

  • The Two Pathways to Becoming a Financial Advisor

  • Traditional Fee Structures of the Business

  • How to Differentiate Yourself From The Competition

  • Business Model Analysis

  • The Right Type of Person to be a Financial Advisor

  • How to Get and Keep Clients

  • Where to Start Your Practice

  • General Pros and Cons

  • Understanding the Different Qualifications

  • Course Review

Meet your instructor

Greg Vanderford
Greg VanderfordBusiness Consultant
Hello. My name is Greg Vanderford and I'm a passionate business consultant and teacher. I have spent my entire career learning about, teaching, and practicing business management, sales, public speaking, training, and strategic planning and analysis. My mission is to have a huge impact on my clients by helping them achieve both their short and long term goals in business and life. Whether my client is an individual or large organization, I am passionately committed to their achievement because I believe that our happiness in life, in large part, is derived by what we either individually or collectively achieve through our work, and that building and strengthening positive relationships with all stakeholders throughout the process is one of the keys to success. I hope that you and your organization will choose to benefit from my passion, skill, and experience. Thank you.