Financial Advisor Foundations
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Course Details
- Introduction
- Objective
- Who should attend
This 5-day course is designed to provide participants with a foundational understanding of financial advising. The course covers investment strategies, retirement planning, risk management, client communication, and regulatory requirements. Participants will gain knowledge that can serve as a basis for further learning and professional development in the industry.
Course Outline
Introduction to Financial Advising
- Overview of financial advising
- Types of financial advisors
- Regulatory requirements and industry standards
- Ethics and professional conduct
Course Video