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Working with a Financial Advisor – Limited Access

Length: 60-minute self-paced mini course | Tools: Interview checklist + advisor comparison worksheet | Access: Included in Financial Plus, Veterans, and Achiever memberships

Find the right advisor. Ask the right questions. Protect your money.

Most people don’t know where to start when choosing a financial advisor - and that’s exactly how bad advice happens.

The Working with a Financial Advisor Mini Course at BrightPath Academy gives you a simple, no-nonsense roadmap for understanding how financial advisors work, what they charge, and how to build a partnership that actually benefits you.

This isn’t a sales pitch. It’s real guidance from people who’ve worked inside the system - designed to help you make confident, informed financial decisions that protect your future.

Mini Course Helps

  • Individuals learning how to find a trustworthy financial advisor.

  • Families planning for savings, retirement, or major life goals.

  • Professionals comparing advisors and understanding fees.

  • Anyone ready to stop guessing and start asking the right questions.

Why It Works

Because knowledge is your best financial defense.

This course breaks down the world of financial advising into plain English - showing you exactly what each type of advisor does, how they get paid, and how to tell the difference between a trusted professional and a slick salesperson.

You’ll walk away knowing how to protect your money, your goals, and your peace of mind.

 

What You’ll Learn

  • How to understand what financial advisors actually do; and why it matters.
  • How to identify the right type of advisor for your goals.
  • How to ask the right questions before you sign anything.
  • How to evaluate fees, ethics, and fiduciary responsibility.
  • How to prepare for your first meeting with confidence.
  • How to maintain control of your financial plan long after you hire help.

You work too hard to stay broke.
Start today, because financial freedom isn’t luck-it’s learning how to play the game.

Disclaimer:

This course is for educational purposes only and does not provide personalized investment advice.
BrightPath Academy is not a broker-dealer or Registered Investment Advisor (RIA).
Always consult a licensed financial professional for personal recommendations. -

Working with a Financial Advisor - Mini Course

  1. Understanding Financial Advisors

    3 lessons
    1. Roles of Financial Advisors
    2. Choosing a Financial Advisor Without Getting Fleeced
    3. Credentials of Financial Advisors

  2. Building a Productive Relationship

    3 lessons
    1. Setting Financial Goals
    2. Asking the Right Questions
    3. Maximizing Meetings with Your Advisor

  3. Financial Strategies & Decision-Making

    4 lessons
    1. Retirement Planning
    2. Investment Strategies
    3. Risk Management
    4. Final Lesson: The Smart Investor’s Playbook

  4. Mastering Your Financial Strategy

    1 lesson
    1. QUIZ: Mastering Your Financial Strategy
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