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How To Build A Professional Financial Planning Website

The simple step-by-step guide to building a dynamic website that turns visitors into more financial advice leads.
4.3 (5 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
1,718 students enrolled
Created by Rich Peterson
Last updated 12/2016
$10 $25 60% off
4 days left at this price!
30-Day Money-Back Guarantee
  • 1.5 hours on-demand video
  • 4 Articles
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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Would you like to create a financial planning website for your business?

Have you been held back by:

  • Not knowing the best platform to use to build your site
  • Being unsure about what content to include
  • Not feeling confident in your design skills
  • Thinking a website will cost too much?


This course lays out the steps for starting a financial planning website from choosing & registering a website name through to adding a booking page.

This course will lead you step-by-step through the process of:

  • Choosing a name for your website
  • Registering your domain name
  • Finding your way around the website builder
  • Knowing what content to include
  • Adding power-ups to your website
  • Marketing your business & new website

Even though this is a simple course, it provides a step-by-step look at how you can set up your financial planning website in a few short hours. I welcome your feedback and look forward to helping you get your financial advice website set up for success!


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Have a question relating to the course?

Message me here on Udemy!

Please don't forget to leave me a comment and a rating, every little bit of love helps :)

Who is the target audience?
  • Financial advisers
  • Financial planning staff
  • Business owners
  • Admin staff
Students Who Viewed This Course Also Viewed
What Will I Learn?
Build your own financial planning website
Easily update your website
Post blog posts
Post your content on social media
Add additional functionality to your website
View Curriculum
  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.
Curriculum For This Course
Expand All 19 Lectures Collapse All 19 Lectures 01:41:00
You've started, congratulations!
1 Lecture 01:09
Building your financial planning website
10 Lectures 01:10:42


Navigating the simple website builder - Part 1

Navigating the simple website builder - Part 2

A client's look at a typical financial planning website

Recommended framework

Setting up a financial planning blog

Setting up email (the simple way)

Starting an email newsletter
6 Lectures 18:02
Automate a one-year education series for your clients

Build an online booking page for your financial advice practice

Save time on updating social media

21 places to find quality photos for your website (for free)

Create an intro video for your business in under one hour

Build a job / careers page to attract quality candidates
Bonus Lectures
2 Lectures 12:06
51 ways to market your financial planning business

Next Steps
About the Instructor
3.9 Average rating
482 Reviews
21,682 Students
28 Courses
Udemy Teacher of 20k+ // Founder @ Better Systems

Rich Peterson is the founder of Better Systems, where he helps people create meaningful, profitable and highly useful businesses through innovation & design.

He is passionate about entrepreneurship, innovation, marketplaces, collaborative consumption, design that works and, of course, his family. When he's not consulting, teaching, selling over $1.7 million dollars of books or lending money to people in third-world countries (through Kiva), you'll find him reading, playing beach volleyball or mastering the art of surfing backwards.

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