Dirk Pantone

Kaplan

This comprehensive course provides the necessary skills to excel in financial advising, focusing on practical business-building techniques and client engagement strategies. Participants will learn to develop business plans, market their practice, and understand client psychology, all while engaging in practical application activities to solidify their learning.

Financial Advising Accelerator

Learn to create a comprehensive business plan tailored to your financial advising practice.

Developing a Business Plan

Explore effective marketing strategies to promote your financial advising services and attract clients.

Marketing Your Practice

Master the art of client communication to build strong, trusting relationships with your clients.

Communicating with Your Clients

Gain insights into client psychology to better understand their needs and provide personalized financial advice.

Understanding Client Psychology

The Financial Advising Accelerator is designed to jumpstart careers in financial advising by equipping learners with essential business-building and advising skills. This self-paced, online certification program offers practical application activities to ensure career readiness and success.

Individuals transitioning into the financial advising field seeking to build foundational skills.

Career Changers

New graduates looking to enhance their career readiness and practical skills in financial advising.

Recent Graduates

Professionals in the early stages of their financial advising careers aiming to advance their business.

Early Career Professionals

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Income Share Agreements. Removing financial friction

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Financial Advising Accelerator

Overview

Who is this course for?

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Pre-Requisites

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