Why take this course?
In about one hour, you can learn how to be a savvy consumer of financial services. When you understand who is giving you good, unbiased financial advice and who is just selling a product, you are empowered to take control of your financial future.
As a savvy consumer, you will be confident in your ability to create a financial plan on your own or seek holistic, unbiased advice that will help you achieve financial freedom on your own terms.
When you complete this course, you will be able to answer these questions:
What is a financial advisor?
What is financial planning?
What is a fiduciary?
How do financial advisors get paid?
What do I do next?
Curriculum
Introduction: What to Expect from this Mini-Course
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Here's What You Need to Know...
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What's Next?
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after you enroll