Welcome!
The Financial Advisor on Call Member Education Program is designed to empower you with the knowledge, skills, and confidence needed to navigate the complexities of personal finance. Our goal is to provide comprehensive learning opportunities for the critical aspects of personal finance. This program will enable you to make informed decisions that align with your financial goals and achieve long-term financial wellness.
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Clear learning objectives to start the course with intention and purpose.
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Engaging video lessons taught by subject-matter experts.
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Brief assessments to review content and gauge what you've learned.
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Comprehensive list of resources to continue your financial education journey.
Course Catalog
Browse our course catalog and select a course topic you are interested in learning more about.
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Welcome to FA On Call Member Education Program
CourseWelcome to the FA On Call Member Education program! The program covers a range of topics, from basic financial planning to more complex subjects. Start here to learn more!
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Course 1: Introduction to Financial Planning
CourseMaster personal finance fundamentals, key financial terms, and effective budgeting in this course. Gain the skills to set realistic goals and manage your finances confidently, enhancing your financial literacy and decision-making capabilities.
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Course 2: Learning About Investments
CourseLearn the basics of investing. Covering topics from mutual funds, portfolio diversification, to risk management, this course is designed to equip beginners with essential knowledge for smart investing decisions.
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Course 3: Making Sense of Mortgages
CourseDive into the world of mortgages in this comprehensive course. Learn the essentials, compare various mortgage options, and master repayment strategies to optimize your home financing and achieve your financial goals efficiently.
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Course 4: Optimizing Credit Card Use
CourseUnlock the secrets of credit cards with our course. Learn the basics, practice responsible usage, and master debt management to navigate credit with confidence.
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Course 5: Understanding Life Insurance Essentials
CourseDiscover life insurance essentials: Learn the basics, the differences between policy types, and how to choose the right coverage for your needs and goals.
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Course 6: Planning Your Estate Wisely
CourseMaster estate planning essentials! This course will dive into wills, trusts, and strategies to craft a comprehensive plan that secures your legacy and protects your heirs.
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Course 7: Decoding Tax Complexities
CourseNavigate the complexities of the tax system with our course. Learn tax basics, planning strategies, and filing essentials to minimize liabilities and maximize refunds.
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Course 8: Your Future Finances
CourseMaster personal finance with our course covering investments, mortgages, credit management, estate planning, and taxes. Gain strategies for a secure financial future and embrace lifelong learning to navigate the evolving financial landscape.