Free Mini Course for Financial Advisors

It's the dirty little secret of the financial planning industry that no one talks about... Most advisors have little investment knowledge. As a result, most brokers struggle to find and keep clients; they do nothing to distinguish themselves from the hundreds of thousands of other practitioners.

 

Specialization - Key to being a Top Performer

The information included in “Advisory Investing” is representative of Institute of Business & Finance materials used in its certification programs (Certified Annuity Specialist^®, Certified Fund Specialist^®, Certified Estate and Trust Specialist™, Certified Income Specialist™ and Certified Tax Specialist™).

Advisory Investing mini-courses are divided into seven parts:

Mutual Funds Valuations and returns REITs and residential real estate Demystifying fund shares Fund and management selection Effective risk measurement Target retirement fund analysis Growth vs. value and muni defaults

Annuities Characterization, payments and fixed-rate concerns Nine types of fixed-rate annuities Death benefits vs. term insurance plus contract riders Living benefit riders Legal reserve system and state guaranty funds Contract ownership issues Investor behavior, risk evaluation and EIA concerns

What to Expect

Each installment begins with a summary of what will be covered, how such information can be used with your clients and prospects, a practice management tip plus a preview of the next installment.

Complete the form below to receive the first installment by email.