IN THIS PART …

Acquire the fundamental education and training you need to practice as a financial advisor and get certified in specific areas.

Discover the basics of managing a client’s assets, reach consensus on an investment philosophy, and steer clients clear of doing anything crazy.

Navigate the minefield of liability management so your clients don’t lose their shirts when they’re trying to build their wealth.

Brush up on estate planning basics to ensure the right heirs and beneficiaries get the wealth, and the government doesn’t take too much of it.

Navigate tax rules and regulations and pick up some techniques that enable your clients to keep more of their hard-earned cash.

Recognize the emotional side of financial management, so you have a better understanding of why clients often behave destructively around money.