How to Become a Financial Advisor or CFP

Greg Vanderford, Knowledge is Power!

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13 Lessons (1h 43m)
    • 1. Finacial Advisor Promo

      1:41
    • 2. Lesson 1 Intro to Financial Advising

      9:20
    • 3. Lesson 2 How to Get Started with No Formal Training

      6:42
    • 4. Lesson 3 The Two Pathways to Becoming a Financial Advisor

      11:59
    • 5. Lesson 4 Traditional Fee Structures of the Business

      8:59
    • 6. Lesson 5 How to Differentiate Yourself From The Competition

      8:54
    • 7. Lesson 6 Business Model Analysis

      17:31
    • 8. Lesson 7 The Right Type of Person to be a Financial Advisor

      4:47
    • 9. Lesson 8 How to Get and Keep Clients

      9:13
    • 10. Lesson 9 Where to Start Your Practice

      5:52
    • 11. Lesson 10 General Pros and Cons

      7:18
    • 12. Lesson 11 Understanding the Different Qualifications

      6:12
    • 13. Lesson 12 Course Review

      4:38

Project Description

Apply to one of the companies mentioned in the course and after going through the initial interview process write a one to two-page report of the results. 

Or

Enroll in a CFP exam prep course, take the exam and write a one to two-page report of the results.

Student Projects