Courses
Mini-Course: How Do Financial Advisors Get Paid?
An introduction to a whole bunch of stuff the financial services industry won’t tell you.
Here’s the secret: Almost anyone that wants to can call themselves a “financial advisor”.
Services and fees offered by each vary widely! This mini-course will help you learn to be a savvy consumer of financial services so that you can understand who is giving you good, unbiased advice and who is just trying to sell you a product.
The entire course is about 1 hour.
Curriculum
1. Introduction
- Purpose & benefit of this mini-course
- About the instructor
2. Here's what you need to know...
- What is a financial advisor?
- What is financial planning?
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What is a fiduciary?
- How do financial advisors get paid?
3. What's next?
- The bottom line
- Where to find an unbiased, fee-only fiduciary financial advisor
- Next course: Everything REALTORS® need to know about financial services
Everything REALTORS® Need to Know about Financial Planning
REALTORS® and real estate professionals help clients build wealth through homeownership every day.
This course will give you smart, actionable information about financial planning so that you can be a savvy consumer when it’s time to get your financial house in order.
Every section will contain unbiased information that you can use right now to improve your financial situation. We’ll include useful links, suggested templates, and bite-sized pieces of information that you can use across every aspect of financial planning.
Curriculum
1. Introduction
- Purpose & benefit of this course
- About the instructor
2. How should I think about...?
- Setting dynamic financial goals
- Managing cash flow & debt
- Choosing the right types amount of insurance
- Taxes! What am I paying and why?
- How should I pay for college?
- Health, dental, and vision insurance
- Estate planning - preparing for "what if..."
- Investing - how can I do it and stay sane?
- Finally - Retirement!
3. What's next?
- Resources to create your financial plan
- Where to find an unbiased, fee-only fiduciary financial advisor
- Next course: I'm an Investment Professional and I Don't Know How to Pick Stocks (and neither does anyone else!)
I'm an Investment Professional and I Don't Know How to Pick Stocks
And neither does anyone else!
Seriously, they don’t. – This course will show you how investing in stocks and bonds really works using simple terms.
“Can you just tell me what to do with my money?”
Without knowing your exact situation, no. But, once you finish this course, you will know how to invest simply, cheaply, and you should even be able to sleep at night when the markets are volatile.
And, you’ll learn why anyone claiming they can beat the market is probably wrong.
Curriculum
1. Introduction
- Purpose & benefit of this mini-course
- About the instructor
2. Here's what you need to know...
- What is a stock?
- What is a bond?
- What is "asset allocation" and how do I do it?
- What are mutual funds and ETFs?
- What is an index fund?
- Explain "passive" vs. "active" investing to me...
- Why does "diversification" matter?
3. What's next?
- The bottom line
- How to start investing
