5 benefits of investment education courses with qualified advisors

The financial and investment decisions you make today are what sew the seeds for future success — but becoming an expert takes time. Most Americans do not receive adequate training on investments or personal finances through the public education system. Educating yourself in quick and accessible investment education courses now can set you on the right path in as few as two sessions.

Not all investment education courses are created equal, of course. It’s worth it to be discerning and ensure you’re receiving accurate, objective, proven information and strategies. This is why the best financial educators are licensed financial advisors themselves. With their deep experience and comfort in mentoring clients, financial advisors are natural teachers.

Even better news: You can leverage this professional expertise in a completely educational format, free of sales pitches or commitments to financial products. The Financial Educators Network® brings investment education to the classroom in courses taught by licensed professionals.

Here are five of the key advantages of investment education courses taught by qualified advisors:

1. Learn from highly qualified real-world practitioners

Practicing financial investment advisors are your best possible resources for expert guidance on wealth building and managing your investment. Our courses are taught exclusively by registered investment advisors (RIAs) who operate under a fiduciary standard when working with clients. The majority of our course instructors have at least 10 years of experience and also hold special licenses and qualifications such as Series 7/63, Certified Financial Planner Professional (CFP), Chartered Financial Consultant (ChFC), and Certified Public Accountant (CPA).

By bringing these local professionals into the classroom, you have the opportunity to pick the brain of a personal financial planner or investment advisor without the requirement to purchase a financial product. These industry practitioners teach as a way to create awareness and promote financial literacy in the community. There’s no better person to learn from than a professional who maintains an active license with the SEC and/or FINRA.

2. Our instructors are carefully trained and licensed

Specialized investment knowledge isn’t all it takes to be an educator. All of our instructors are pre-screened and become licensed instructors prior to teaching any investment education courses. FEN requires interested advisors to obtain an instructor’s license before they can participate in any of our financial education programs. 

This specialized training ensures that your course instructor knows how to effectively share their knowledge with real-world examples and through encouraging active attendee participation. You’re encouraged to ask questions about personalized scenarios and leverage the instructor’s expertise to get the answers you need.

3. Objective investment education with zero sales tactics

FEN instructors do not promote financial products. Each course is taught by professionals who make a living providing financial services to clients, but that’s in their office — this is a classroom. 

You can confidently attend the course without any expectation of a sales pitch or high-pressure tactics. We connect adults with objective, educational investment courses online or hosted locally at colleges and universities near you.

4. Professionally reviewed & certified materials

The robust course materials you will receive (and can take home with you when the course has ended!) are compliance-reviewed by FINRA and approved for conformance with professional standards. 

A course taught by a licensed RIA, with FINRA-reviewed resources, gives you the peace of mind. There is professional consensus about the effectiveness and reliability of the strategies and advice you’ll take away from your course.

5. Proven success in investment education

The Financial Educators Network® has brought investment education to adults in the classroom for more than 20 years. Since 2001, over half a million course attendees have learned from FEN instructors at educational institutions nationwide — and now online everywhere. Rest assured that our courses have a long track record of proven success. Whether you’re navigating tax-advantaged investment strategies, planning your retirement, or building your wealth, our courses can help you improve your financial life.

Browse our investment education courses today and start learning how to invest money to make money under the guidance of an expert practitioner.

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