Make it
Make
Sense

How we live depends on the United States economy. As many businesses as there are, there are many more consumers.

The financial world is riddled with rules, regulation and nuances. Financial educators are necessary for people to understand how to navigate finances.

As a Financial Advisor You May Be Responsible For

Create personalized financial plans based on clients goals

Analyze client investment options and make recommendations

Help clients manage financial risk

Learn
Vocab

Emergency Savings

Money that you set aside to use in case something unexpected happens

Discretionary Spending

The money left after necessary expenses that you can choose to spend on things you want but don't need

Insurance

A form of protection that you can have to help you if something unexpected or bad happens