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Financial Advisor Training Courses


Searching For Financial Advisor Training Courses?

Financial advisors assist clients in the planning of their financial affairs, such as investing, retirement planning, college savings, wills, estate planning, and taxes. This could include advice regarding life insurance or other types of insurance such as long term care or income protection.

A career in financial advising - for which specialized financial advisor training is required - includes stockbrokers, insurance sales representatives, accountants, and many others.

Each of these Financial Advisor careers need training or licensing - and the Agent Broker Training Center offers several financial advisor training and licensing course options, including live classroom, online, and self-study financial advisor training courses.

How To Become A Financial Advisor

To become a Financial Advisor, you must first obtain the necessary professional license(s). License requirements will vary depending on what type of assets you will be handling.

For example, if you want to sell securities, you must obtain a Series 7 license. If you wish to sell mutual funds and variable annuities, you would need to get a Series 6 license. There are also specific license types for selling options, futures, and being an investment banker.

To see available Financial Advisor licensing types, click here. To see a list of insurance-related Financial Advisor licensing, click here.


Grow Your Revenues With Ancillary Business Offerings


Sell Insurance, Long-Term Care, Or Annuities

Would you like to expand your career in Financial Advising? Many advisors provide more than one service to their clients. Many offer insurance, such as Life & Health or Property & Casualty, while others provide counsel in areas such as annuities and mutual funds.

Suggestions - and links for training - are listed below:Life and Health Licensing

  • Life and Health Insurance
    Insurance Licensing is regulated at the state level and, as such, each state government establishes its own insurance licensing requirements and examination procedures. Click here to see your state's requirements.

  • Property And Casualty Insurance
    A license is a requirement for selling property and casualty insurance in the United States. The license is obtained by upon successful completion of an entry-level exam that tests the applicant's knowledge of general insurance concepts, insurance provisions and policies, and contract law. Click here to find P and C insurance exam prep and pre-licensing courses.

  • Long Term Care
    Long-Term Care (LTC) insurance covers a variety of medical and non-medical services for people who need care based upon disability, trauma, or chronic illness. About 60 percent people over age 65 will require some type of long-term care services during their lifetime. As such, this affords Insurance Professionals a seemingly endless supply of Long Term Care Insurance prospects to assist.

  • Annuities
    To sell annuities, you need a Life Insurance license issued by your state of residence. Click here for annuity sales selling courses.
Also, try our Life Insurance Sales Success ToolKit to help improve your sales in these areas.


Earn A Certification

Enhance your Financial Advisor career by earning a certification or designation such as:

  • CFP, Certified Financial Planner
    The Certified Financial Planner designation is awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements. It generally is regarded as the industry standard for the financial planning profession.

  • FRM, Financial Risk Manager
    Financial risk management uses financial instruments to manage exposure to risk, particularly credit risk and market risk. As a specialization of risk management, financial risk management focuses on when and how to hedge using financial instruments to manage costly exposures to risk.

  • QFA, Qualified Financial Advisor
    The QFA designation is ideal for those professionals who may wish to attain the coveted CFP designation, but may lack the bachelor degree, experience requirements, or the time/money to devote to becoming a CFP certificant.

  • CSA, Certified Senior Advisor
    The CSA designation signifies that designees have acquired broad-based knowledge of the health, social, and financial issues that are important to the majority of seniors, and recognize how the dynamics of these factors work in seniors' lives.

Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing
Earn your License quickly and easily!
Designations/Certifications
Improve your knowledge and industry standing!
Professional Development
Products & Services to help manage and grow your career!







Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales



Note: The Financial Industry Regulatory Authority (FINRA) regulates all securities and can advise potential licensees on which license(s) suit your individual needs. Additionally, you must be sponsored by a member of FINRA (Broker/Dealer) or a Self-Regulatory Organization (SRO) before you will be allowed to sit for your licensing exams.

Use the search box above to find finance designations and certifications, as well as a variety of financial advisor training courses.

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