How to Become a Financial Advisor or CFP | Greg Vanderford | Skillshare

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

    • 2. Lesson 1 Intro to Financial Advising

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

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

    • 5. Lesson 4 Traditional Fee Structures of the Business

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

    • 7. Lesson 6 Business Model Analysis

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

    • 9. Lesson 8 How to Get and Keep Clients

    • 10. Lesson 9 Where to Start Your Practice

    • 11. Lesson 10 General Pros and Cons

    • 12. Lesson 11 Understanding the Different Qualifications

    • 13. Lesson 12 Course Review


About This Class

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!





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Greg Vanderford

Knowledge is Power!

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 curriculum and instruction and have been designing curricula for over a decade.

The business, language, and chess courses that I have built are a reflection of this experience and dedication to education. My goal is to reach as many people as possible with my courses, which is why I have chosen the internet as my ideal mode of delivery.

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