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How to Become a Financial Advisor or CFP

Start an exciting new and lucrative career!
4.4
4.4/5
(50 reviews)
1,208 students
Created by

8.4

Classbaze Grade®

9.5

Freshness

8.0

Popularity

7.2

Material

Start an exciting new and lucrative career!
Platform: Udemy
Video: 2h 17m
Language: English
Next start: On Demand

Best Financial Modeling classes:

Classbaze Rating

Classbaze Grade®

8.4 / 10

CourseMarks Score® helps students to find the best classes. We aggregate 18 factors, including freshness, student feedback and content diversity.

Freshness

9.5 / 10
This course was last updated on 11/2021.

Course content can become outdated quite quickly. After analysing 71,530 courses, we found that the highest rated courses are updated every year. If a course has not been updated for more than 2 years, you should carefully evaluate the course before enrolling.

Popularity

8.0 / 10
We analyzed factors such as the rating (4.4/5) and the ratio between the number of reviews and the number of students, which is a great signal of student commitment.

New courses are hard to evaluate because there are no or just a few student ratings, but Student Feedback Score helps you find great courses even with fewer reviews.

Material

7.2 / 10
Video Score: 7.9 / 10
The course includes 2h 17m video content. Courses with more videos usually have a higher average rating. We have found that the sweet spot is 16 hours of video, which is long enough to teach a topic comprehensively, but not overwhelming. Courses over 16 hours of video gets the maximum score.
The average video length is 4 hours 50 minutes of 107 Financial Modeling courses on Udemy.
Detail Score: 8.2 / 10

The top online course contains a detailed description of the course, what you will learn and also a detailed description about the instructor.

Extra Content Score: 5.5 / 10

Tests, exercises, articles and other resources help students to better understand and deepen their understanding of the topic.

This course contains:

0 article.
0 resource.
0 exercise.
0 test.

In this page

About the course

Financial Advisors sell investment products, consult, and manage portfolios for clients of all types. 
The industry is growing rapidly as an ever larger number of people retire from the workforce and need someone to help them manage their wealth.
At the same time, financial literacy is near all time lows, which means the demand for Financial Advisors and Certified Financial Planners is at an ALL TIME HIGH.
In this course, you will learn what you need to do to become a qualified professional Financial Advisor or Certified Financial Planner including:
1. What certificates or training are necessary
2. How to get the necessary certificates and training
3. How much money you can expect to earn
4. The common challenges and pitfalls of the business
5. The skillset necessary to succeed
6. The many different ways you can be successful as a financial advisor
7. The attitude, background, and abilities that are the best fit for this career
8. Much more
Join the course, How to Become a Financial Advisor or CFP and take the first step on the journey toward a new and exciting career that ultimately leads to complete FINANCIAL INDEPENDENCE!

What can you learn from this course?

✓ Start a career as a financial advisor

What you need to start the course?

• Basic understanding of financial or sales concepts

Who is this course is made for?

• People interested in become a Financial Advisor or Certified Financial Planner

Are there coupons or discounts for How to Become a Financial Advisor or CFP ? What is the current price?

The course costs $14.99. And currently there is a 82% discount on the original price of the course, which was $84.99. So you save $70 if you enroll the course now.
The average price is $30.3 of 107 Financial Modeling courses. So this course is 51% cheaper than the average Financial Modeling course on Udemy.

Will I be refunded if I'm not satisfied with the How to Become a Financial Advisor or CFP course?

YES, How to Become a Financial Advisor or CFP has a 30-day money back guarantee. The 30-day refund policy is designed to allow students to study without risk.

Are there any financial aid for this course?

Currently we could not find a scholarship for the How to Become a Financial Advisor or CFP course, but there is a $70 discount from the original price ($84.99). So the current price is just $14.99.

Who will teach this course? Can I trust Greg Vanderford?

Greg Vanderford has created 59 courses that got 3,813 reviews which are generally positive. Greg Vanderford has taught 34,628 students and received a 4.1 average review out of 3,813 reviews. Depending on the information available, we think that Greg Vanderford is an instructor that you can trust.
Teacher and Entrepreneur
My courses are designed based on my many years as a teacher and student of education and business. I hold a master’s degree in business education and have been designing curricula, teaching, and doing corporate training for almost 15 years. 
The business, language, and chess courses that I have built on Udemy are a reflection of this experience and dedication to education. My goal is to reach as many people as possible with my courses, which is why I have chosen the internet and the Udemy platform as my ideal mode of delivery. 
The following is a little more about my expertise and background. I was born and raised in Sandpoint, Idaho. I attended the University of Idaho where I earned a bachelor’s degree in Business Management and Human Resources in 2004. After a few years in the work force as an account manager I moved to Vietnam where I lived for 9 years. 
After arriving in Vietnam I and a small group of motivated individuals launched and ran a sports training company called Saigon Sports Academy. We coached sports such as soccer, chess, tennis, and basketball as well as ran large sporting events such as tournaments and leagues. After 5 years of building the business, I led the successful sale of the company to a local conglomorate (XLE Vietnam, owner of the Saigon Heat pro basketball franchise).
I have been fluent in the Vietnamese language for many years and enjoy teaching the language to other expats and non-native speakers. In addition, I have spent many years training with chess grandmasters in Vietnam and hope that my courses will help aspiring business people, Vietnamese language speakers, and chess players reach their goals.


Browse all courses by on Classbaze.

8.4

Classbaze Grade®

9.5

Freshness

8.0

Popularity

7.2

Material

Platform: Udemy
Video: 2h 17m
Language: English
Next start: On Demand

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