Course Info

Length: 1 Week

Type: Online

Available Dates

Fees

  • Apr-22-2024

    1,535

  • May-27-2024

    1,535

  • June-24-2024

    1,535

  • July-22-2024

    1,535

  • Aug-26-2024

    1,535

  • Sep-23-2024

    1,535

  • Oct-28-2024

    1,535

  • Nov-25-2024

    1,535

  • Dec-23-2024

    1,535

Course Details

Course Outline

5 days course

Introduction to Financial Advising

 

  • Overview of financial advising
  • Types of financial advisors
  • Regulatory requirements and industry standards
  • Ethics and professional conduct

Investment Strategies

  • Asset allocation and diversification
  • Risk vs. return
  • Investment vehicles (stocks, bonds, mutual funds, etc.)
  • Fundamental vs. technical analysis

Retirement Planning

  • Types of retirement accounts (401k, IRA, Roth IRA, etc.)
  • Social security benefits
  • Retirement income planning
  • Tax implications of retirement planning

 

Risk Management

  • Types of risk (market, credit, liquidity, etc.)
  • Risk management strategies
  • Insurance products (life, disability, long-term care, etc.)
  • Estate planning

 

Client Communication

  • Effective communication skills
  • Active listening and empathy
  • Client profiling and needs analysis
  • Building and maintaining client relationships

Course Video