Udemy - How to Become a Financial Advisor or CFP

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!
Who is the target audience?

People interested in become a Financial Advisor or Certified Financial Planner

Requirements

Basic understanding of financial or sales concepts

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