Course Info

Length: 1 Week

Type: Online

Available Dates

Fees

  • Dec-23-2024

    1,735

  • Jan-27-2025

    1,735

  • Feb-24-2025

    1,735

  • Mar-24-2025

    1,735

  • Apr-28-2025

    1,735

  • May-26-2025

    1,735

  • June-30-2025

    1,735

  • July-28-2025

    1,735

  • Aug-25-2025

    1,735

  • Sep-22-2025

    1,735

  • Oct-27-2025

    1,735

  • Nov-24-2025

    1,735

  • Dec-29-2025

    1,735

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