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.
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  • Lectures 19
  • Length 1.5 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 4/2016 English

Course Description

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!


Have I missed a topic you would like covered?

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 :)

What are the requirements?

  • If you can use Facebook, email and other web apps, you shouldn't have any problems getting started.

What am I going to get from this course?

  • 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

Who is the target audience?

  • Financial advisers
  • Financial planning staff
  • Business owners
  • Admin staff

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: You've started, congratulations!
Section 2: Building your financial planning website
Choosing a financial planning domain name
Registering a domain name
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
Section 3: Power-Ups
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
Section 4: Bonus Lectures
51 ways to market your financial planning business
Next Steps

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Instructor Biography

Rich Peterson, Udemy Teacher of 20k+ // Founder @ Generous

Rich Peterson is the founder of Generous Work, 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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