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?

Increase your financial confidence in about 1 hour!


How do financial advisors get paid?

A short mini-course - don't forget to input your coupon code if you have one.

This course will save you money if you decide to hire a financial advisor by helping you understand how advisors are paid and how to avoid hidden product fees.

You'll also learn how to become a more confident consumer of financial services, even if you decide to create a financial plan on your own.