How to Become a Financial Advisor or CFP
Develop essential finance & trading skills with expert instruction and practical examples.
Skills you'll gain:
Skill Level
Requirements
Who This Course Is For
About This Course
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 necessary2. How to get the necessary certificates and training3.
How much money you can expect to earn4. The common challenges and pitfalls of the business5. The skillset necessary to succeed6.
The many different ways you can be successful as a financial advisor7. The attitude, background, and abilities that are the best fit for this career8. Much moreJoin 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.
Topics Covered
Course Details
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This course includes:
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