This course is designed to help the individuals in all their professional and personal fronts to know about the entire structure of dealing with a financial advisor along with asking the right and effective questions. The learners will get to know the useful strategies that can help them not to fall into the trap of any advisor’s along with their fee structure.
This course is suitable for the individuals who are:
No prior knowledge or experience is required for this course. Anyone with the willingness to learn about the strategies to tackle with the financial advisors can pursue this course.
This course will help you learn:
This course will cover the following topics:
This course contains one module that will help in:
The learners will be able to know about the useless and harmful schemes and investments related to finances and can able to make the conscious decision to choose the suitable financial advisor for them as per their requirements.
Don’t let anyone wronged you through random financial plans that can be a solid loss for you. Enroll in this course now and become more informed and knowledgeable for taking the efficient financial decisions.
A financial advisor's fee structure can be used to manipulate you into buying or selling stocks or mutual funds that are in THEIR interest but not yours. You won't know you're being manipulated if you don't know what questions to ask. Nicholas Bucci provides three critical questions to ask a new Financial Advisor about their fee structure before agreeing to work with them. While nothing can guarantee good financial advice, you'll know they are working in YOUR best interest.