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 the Institute of Business & Finance materials used in one or more of its certification programs (Certified Annuity Specialist, Certified Fund Specialist, Board Certified in Estate Planning, Retirement Income Specialist, and Certified Tax Specialist)

The Advisory Investing mini-course is divided into 10 parts:

Valuations and Returns REITs and Residential Real Estate Demystifying Fund Share Concerns Tax Efficiency vs. the Financial Press Fund and Management Selection

Effective Risk Measurement Target Retirement Funds Reinvestment Risk Growth vs. Value High-Yield Munis and Defaults

What to Expect

Each installment you will receive 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.