IIRF Online > Finance & Accounting > Finance Cert & Exam Prep > Certified Financial Planner (CFP) > How to Become a Financial Advisor or CFP
How to Become a Financial Advisor or CFP by Udemy
Start an exciting new and lucrative career!
Course Highlights
- Start a career as a financial advisor
Skills you will learn!
Curriculum
2 Topics
Introduction
How to Get Started with No Formal Training
2 Topics
The Two Pathways to Becoming a Financial Advisor
Traditional Fee Structures of the Business
4 Topics
How to Differentiate Yourself From The Competition
Business Model Analysis
The Right Type of Person to Be a Financial Advisor
How to Get and Keep Clients
3 Topics
Where to Start Your Practice
General Pros and Cons
Understanding the Different Qualifications
2 Topics
Course Review
Bonus Material: Investing for 2022 and Beyond
How to Become a Financial Advisor or CFP
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