How to Become a Financial Advisor or CFP
What you'll learn
- Start a career as a financial advisor
- Basic understanding of financial or sales concepts
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 this course is for:
- People interested in become a Financial Advisor or Certified Financial Planner
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 business education and have been designing curricula, teaching, and doing corporate training for almost 15 years.
The business, language, and chess courses that I have built on Udemy 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 and the Udemy platform as my ideal mode of delivery.
The following is a little more about my expertise and background. I was born and raised in Sandpoint, Idaho. I attended the University of Idaho where I earned a bachelor's degree in Business Management and Human Resources in 2004. After a few years in the work force as an account manager I moved to Vietnam where I lived for 9 years.
After arriving in Vietnam I and a small group of motivated individuals launched and ran a sports training company called Saigon Sports Academy. We coached sports such as soccer, chess, tennis, and basketball as well as ran large sporting events such as tournaments and leagues. After 5 years of building the business, I led the successful sale of the company to a local conglomorate (XLE Vietnam, owner of the Saigon Heat pro basketball franchise).
I have been fluent in the Vietnamese language for many years and enjoy teaching the language to other expats and non-native speakers. In addition, I have spent many years training with chess grandmasters in Vietnam and hope that my courses will help aspiring business people, Vietnamese language speakers, and chess players reach their goals.