IFA Essentials Online Course
This online course is all you need to get started in your new career, timing is flexible.
Read Me First
Before we begin...
Introduction
The Stock Market Simply Explained: Finance and Investment Basics (From 1957)
Stock Market_ _What Makes Us Tick_ 1952 New York Stock Exchange 12min [360p]
Understanding Financial Markets
The Role of the IFA
Career Progression
Investor Protection
Downloads & Links
Quiz Test your learning
Introduction
The Market Place
The IFA Business Cycle
Prospecting- Its a Numbers Game
Finding Leads
How to approach leads
Set a schedule
Downloads & Links
Quiz Test your learning
Getting to Know your Client
The Preamble
The Fact Find
Establishing your prospects Goals
Setting the agenda
Downloads & Links
Quiz Test your learning (25 Mins)
Investment Planning
Asset Allocation
The Three Buckets
Dollar Cost Averaging
Understanding Risk
Long Term Savings
Lump Sum Investing
Investing in Stocks for Beginners
Ways of Investing
What is a Mutual Fund
Reasons for Investing
Understanding Yield
Downloads & Links
Protection Products
Downloads & Links
It’s entirely up to you, there are no time limits, you learn at your own pace.
There is no pass or fail tests on our course. Although our course provides a great deal of information that needs to be learned, however, this is at your own pace. You will retain access to the course long after you have finished and started your new career.
As soon as you complete the course you can start straight away. We have trainee adviser places available, in China, UAE, Vietnam, Indonesia, and many more.
That's okay, you don't need any previous qualifications. Our course will teach you enough to get you started. Once at your new job, you will continue your learning while you work.
You complete the course at your own pace, the minimum amount of time is 4 weeks, there is no maximum. Most students who are working take on average 6 months, those not working normally complete the course within 2 to 3 months. It's entirely up to you!
As a trainee IFA working offshore we would expect you to earn in excess of $65k. It will just depend on how hard you work. Some IFA firms offer assistance with flight refunds and free accommodation for a 3 or 6-month period.
That’s not a problem, you can pause your course for up to 2 years.
Our course is designed to get new IFA trainees up and running and earning as quickly as possible. It does not count as a formally recognized qualification. But we do follow the syllabus of the Chartered Insurance Institutes Award in Financial Planning for Non-UK based advisers. We include a guide within the course to help you pass the CII exam, which can be taken at many locations around the world. After completing our course, you should be able to pass this exam without any problems.
The simple answer is yes. Your mentor will provide you with a list of the IFA firms and locations that are available to you and discuss the various options. It is then up to you to choose where you want to go.