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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:

"I don’t like to spend 4 days away from my family and work, but this was time well spent, and I feel much better prepared for the exam than I did on day one of the live review. I’m really glad I signed up with your company and I won’t hesitate to recommend your program to my colleagues."

T.R.

"Passed today. Can’t express enough how thankful I am for this program. The live review in Boston was phenomenal!"

C.B.

"PASSED! This program is legit, y’all. The test was challenging, but I felt so prepared in that testing center."

A.M.

Ready to PASS the CFP® Exam?