Dirk Pantone

Kaplan

This comprehensive course provides learners with the skills necessary to excel in financial advising. Participants will learn to develop business plans, market their practices, and effectively communicate with clients. The course also covers client psychology and includes practical activities to apply learned skills, such as creating mission and vision statements and identifying marketing niches.

Financial Advising Accelerator

Learn how to create a comprehensive business plan tailored to the financial advising industry.

Developing a Business Plan

Explore effective marketing strategies to promote your financial advising services.

Marketing Your Practice

Master the art of client communication to build strong, trusting relationships.

Communicating with Your Clients

Gain insights into client psychology to better understand and meet their financial needs.

Understanding Client Psychology

The Financial Advising Accelerator is designed to jumpstart careers in financial advising by equipping learners with essential business-building and advising skills. This self-paced online course offers practical application activities to ensure readiness for a successful career in financial planning.

Individuals transitioning into the financial advising field from other professions.

Career Changers

New graduates seeking to enter the financial advising profession with practical skills.

Recent Graduates

Professionals in the early stages of their financial advising careers looking to advance.

Early Career Professionals

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Financial Advising Accelerator

Overview

Who is this course for?

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