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Getting Started as a Financial Advisor

Thinking about becoming an advisor? Get the real-world insight you won’t find in textbooks. Learn how advisors get paid, attract clients, do financial planning, and build trust from day one.

This program was already delivered. An on-demand recording is available for purchase - contact study@amiablelife.com for details.

Price:

$150.00

Date/Time: 

  • January 6, 2026 | 4:00 - 5:30pm ET

Program Cost:

  • $150 per person

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"Thank you so much to the whole team! I passed yesterday and like others could barely hold back tears of joy! Brett's material was spot on! I was so comfortable and calm taking the exam!"

K.C.

"Can't thank you enough for you and your team's guidance. First time around I used another company and this time around, I was told to go to no one else besides y'all. Really glad I did!! Thank you again!!"

T.U.

"PASSED! Thank you to everyone: Amy Leis for dealing with my anxiety, and Brett and John Choi for being such amazing teachers!"

U.K.

Ready to PASS the CFP® Exam?