How to run a first client discovery meeting
Good plans start with listening.
6 steps →How-to guides
Financial Advisor How-To Guides
Step-by-step guides to common financial advisor tasks: the practical side of the job.
Common financial advisor tasks
Step-by-step overviews of tasks financial advisors perform regularly. Use them to understand the job, prepare for training or refresh your memory.
How to build a retirement income plan
Retirement needs a paycheck plan.
6 steps →How to talk a client through a market drop
Calm advice prevents costly mistakes.
6 steps →Before you practice
Learn every core task
Our Financial Advisor training walks through these procedures and more, alongside vocabulary, safety and career-launch lessons.