Financial Advisor Fees Structure, Don’t Get Manipulated!

Financial Advisor Fees Structure, Don’t Get Manipulated!

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. 

Target Audience

This course is suitable for the individuals who are: 

  • Young Professionals
  • Recent Graduates who want to learn about managing finances
  • Anyone who wants to be aware about finding the right financial advisor

Course Prerequisites

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.

Objective

This course will help you learn:

  • Understanding the various aspects of financial planning
  • Keen questions to ask the financial advisors
  • Deep knowledge of finances in order to understand the responses of the financial advisors and response accordingly

Topics Covered

This course will cover the following topics:

  • Role of FInancial Advisors
  • Key aspects for recognizing false hopes and tactics
  • Effective strategies to answer and question rightly on the necessary details
  • Various tools for the efficient financial management

Course Modules

This course contains one module that will help in:

  • Who are Financial Advisors
  • Roles of Financial Advisors 
  • What comes under the fraud schemes 
  • How to recognize these schemes
  • The right questions and answers to convey with the advisors

By the End of this Course

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.

Enroll Now

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. 

 

Financial Advisor Fees, Don't Get Manipulated!

1
Financial Advisor Fees, Don't Get Manipulated!
1:22

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.

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Enrolled: 2 students
Duration: 1:22
Lectures: 1
Level: Beginner

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