Welcome to the “Financial Planning and Investing: How to Navigate the Financial Advice Industry” lesson that covers key terms and titles in the financial industry. This lesson is the seventh of 13 in the “Expert Insights: Financial Planning and Investing with Debra Ohstrom” course, which explains how to build a financial plan that fits your monetary objectives in the short and long term. Debra will go over what the different service providers do, what their titles usually mean, what are considered to be reasonable fees, and what to generally look out for. In the end, learners will feel more confident in their financial knowledge.
Overview
COURSE DIFFICULTY
COURSE DURATION
6m
Skills Learned
After completing this online training course, students will be able to:
Understand the Fundamentals of Financial Planning
Identify Different Types of Financial Advisors
Evaluate Investment Strategies and Options
Navigate Regulatory and Ethical Considerations in Financial Advice
Develop Personalized Financial Plans
Financial Advisors, Investment Professionals, Aspiring Financial Planners, Individuals Seeking Financial Knowledge
None
01. Introduction to Financial Planning
02. Overview of the Financial Advice Industry
03. Types of Financial Advisors and Their Roles
04. Key Investment Concepts and Strategies
05. Understanding Regulatory Frameworks and Ethics
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Understand the Fundamentals of Financial Planning
Identify Different Types of Financial Advisors
Evaluate Investment Strategies and Options
Navigate Regulatory and Ethical Considerations in Financial Advice
Develop Personalized Financial Plans
WHO SHOULD ATTEND
Financial Advisors, Investment Professionals, Aspiring Financial Planners, Individuals Seeking Financial Knowledge
PREREQUISITES
None
COURSE OUTLINE
01. Introduction to Financial Planning
02. Overview of the Financial Advice Industry
03. Types of Financial Advisors and Their Roles
04. Key Investment Concepts and Strategies
05. Understanding Regulatory Frameworks and Ethics
