ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers

Financial Advisor Training

SEARCHING FOR FINANCIAL ADVISOR TRAINING?

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 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.

EXPAND YOUR CAREER: FINANCIAL PLANNER TRAINING

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. For these areas and more, a professional license or advanced training is required.

Below are a few of the courses in this area:

FINANCIAL ADVISOR CERTIFICATIONS

Would you like to pursue a financial certification, such as the Certified Financial Planner (CFP), to accelerate your Financial Planner Training? Or maybe you would like to specialize in areas such as annuities, retirement planning, or estate planning? Then you've come to the right place!

The AB Training Center provides several financial advisor training courses and professional certifications to assist with your financial advisor training needs, including:

Click here for a full listing of available Financial Certifications.

EARN YOUR CONTINUING EDUCATION CREDITS

We offer Insurance, Firm Element, and CFP continuing education courses to help fulfill annual CE requirements for those with a career in financial advising.

Simply search under "Continuing Education" in the following search box for your desired interests, select your state, and press 'Go!'

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!

Continuing Education
CE courses to maintain your license or designation!
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, IT

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.

Feature Items

Insurance License

Securities Licensing

ARM

CFP Live Review

Certified Financial Divorce Specialist�

401(k) Training & Certification Program

Adjuster Licensing

Accredited Investment Fiduciary

Time Management Tips For Busy Professionals

CPCU

Qualified Financial Advisor (QFA)

Audio Review for the CFP� - MP3 Download for March 2012 Exam

Designations/Certifications
Financial Advisor Certifications / Designations	Certified Estate Planner� (CES�)	Certified Senior Advisor (CSA)
Insurance Certifications / Designations	Certified Financial Divorce Practitioner (CFDP)	Certified Tax Specialist� (CTS�)
Accredited Investment Fiduciary (AIF)	Certified Financial Divorce Specialist (CFDS)	Chartered Financial Analyst� (CFA�)
Associate In Claims (AIC)	Certified Financial Planner (CFP)	Chartered P&C Underwriter (CPCU)
Associate In Risk Management (ARM)	Certified Fund Specialist� (CFS�)	Professional Plan Consultant (PPC)
Certified Annuity Specialist� (CAS�)	Certified Income Specialist� (CIS�)	Qualified Financial Advisor (QFA)
Certified College Planning Specialist (CCPS)	Certified Insurance Counselor (CIC)	Workers Compensation Specialist (WCS)
Licensing
FINRA Licensing	Florida Insurance License	New Mexico Insurance License
Insurance Licensing	Georgia Insurance License	New York Insurance License
Adjuster Licensing	Hawaii Insurance License	North Carolina Insurance License
Series 3 License	Idaho Insurance License	North Dakota Insurance License
Series 6 License Requirements / Exam Prep Training Classes	Illinois Insurance License	Ohio Insurance License
Series 7 License Training Course - Online Classes - Exam Requirements	Indiana Insurance License	Oklahoma Insurance License
Series 11 License	Iowa Insurance License	Oregon Insurance License
Series 17 License	Kansas Insurance License	Pennsylvania Insurance License
Series 24 License	Kentucky Insurance License	Rhode Island Insurance License
Series 62 License	Louisiana Insurance License	South Carolina Insurance License
Series 63 License / Series 63 Licensing Courses	Maine Insurance License	South Dakota Insurance License
Series 65 License / Series 65 Licensing Courses	Maryland Insurance License	Tennessee Insurance License
Series 66 License	Massachusetts Insurance License	Texas Insurance License
Alabama Insurance License	Michigan Insurance License	Utah Insurance License
Alaska Insurance License	Minnesota Insurance License	Vermont Insurance License
Arizona Insurance License	Mississippi Insurance License	Virginia Insurance License
Arkansas Insurance License	Missouri Insurance License	Washington Insurance License
California Insurance License	Montana Insurance License	West Virginia Insurance License
Colorado Insurance License	Nebraska Insurance License	Wisconsin Insurance License
Connecticut Insurance Licensing	Nevada Insurance License	Wyoming Insurance License
DC Insurance License	New Hampshire Insurance License
Delaware Insurance License	New Jersey Insurance License
Professional Development
Excel Training	HSA/HRA	Securites Licensing / Training
ACT Training	Insurance Agent Training	Third Party Administrators
Annuities	IRA Training Courses & Seminars	Workers' Compensation
Estate Planning	Long Term Care	Series 6 Licensing And Exam Requirements
Ethics	Property Casualty	Series 63 Training Classes
Financial Advisor Training	QuickBooks Classes	Series 65 Training Classes
Firm Element Training	Retirement Plan / 401(k) Training	Series 66 Training Classes
HR Compliance	Risk Management	Xactimate� Training