Course "International financial advisor"

Practical course of immersion into the world of financial planning.

  • Вы увлечены финансовым планированием и хочу зарабатывать на этом
  • Вы любите консультировать людей и хотите работать в команде профессионалов
THIS COURSE IS FOR YOU IF:





You want to have an opportunity to make decent money from anywhere in the world


You want to learn a new profitable profession


You are tired of being hired
You want to be independent of the bosses
You have moved to another country and need a reliable source of income
WHO RUNS THE COURSE
Joseph Lazerson
The best financial planner for individuals and business owners. Experience with famous and large insurance companies, local and successful examples such as Metlife, CMI, Gardian, American Bankers, CNA National Western Life, Investors Trust Assurance and many others.

Expert in risk management in personal financial planning. He has advised insurance and financial companies in the field of life insurance, helped to create new products.

over 30 years in financial consulting
• has been training financial advisors for over 25 years
• many successful consultants in Russia, CIS, Eastern European countries were trained by Joseph Lazerson
• trained more than 2500 financial advisors
since 1999 he has been holding seminars in Russia, the CIS and countries of Eastern Europe
founder of LPG Academy of Financial Advisors
general broker of NWL, ITA, UniLife companies
• long-term member of the prestigious international association MDRT
3 REASONS TO TAKE THE COURSE
30+ years of experience
Expertise
Joseph Lazerson is the best risk management expert in financial planning, which is the core of any financial plan. He knows how to help people achieve their financial goals without too much risk.
Quick start
Joseph Lazerson has been training financial advisors for over 30 years. All financial advisers practicing in the Russian-speaking space studied with him. Get knowledge of their primary source.
Joseph Lazerson will change the way you think about personal finance forever. You will make a leap from the 2D vision of this topic to the 3D. And you can achieve all your financial goals.
How does the Lessons hold
Live streams
Online classes twice a week
Homework
Individual revision of the material
Feedback
Checking homework and answering questions from the curator
Practical classes
Applying obtained knowledge in practice
COST OF THE COURSE
790 $
  • step-by-step payment is possible
  • during the training, a competition is held, which allows you to return the entire cost of training
  • 75% of graduates of the course earn an amount exceeding the cost of training by the end of the course
WHAT WILL YOU GET FROM THE COURSE?
The skills of a profession with which you are absolutely mobile and can live anywhere in the world where there is Internet
You will learn how to earn from $2,000 to $30,000 per month
You will understand how to make a personal financial plan and begin to achieve your goals
You will learn how to help people achieve their secure future and enjoy your contribution to this process
You will master the skills that will be useful to you both in your work and personal life, understand how to multiply money, and start doing it

OUR STUDENTS
Mikhail Steinbock
Independent financial consultant, founder and head of the Family Finance Workshop consulting group. Author and teacher of training courses.
Mikhail Petrov
Financial advisor, expert in personal financial planning, life and health insurance, property insurance, liability insurance, cargo transportation, construction, production interruptions

Independent financial advisor with more than 15 years of experience, author of articles about financial planning
Ilya Panteleimonov
Financial advisor, head of an independent consulting company
Invest Planning Group, lecturer at the British Business School MMU Business School
Independent Financial Advisor, accredited tutor of the Ministry of Finance of the Russian Federation, is among the TOP 3 women consultants from Russia according to the international independent association MDRT
Svetlana Masich
Nina Polyanicheva
ОТЗЫВЫ УЧЕНИКОВ
Alexey Gladilin

Joseph, good afternoon!
Emotions have subsided after completing the course, you can give an objective assessment))
Thank you for the logical and systematic presentation. Starting from terminology and up to the application of CS in life and business.
A three-legged stool (Savings-Investments-Insurance) is a very wonderful model of financial planning. I will apply.
Undoubtedly, you have opened for us new facets of the use of insurance in financial planning.
Special thanks for the opportunity to participate in the LPG conference and the opportunity to hear the world's coolest speakers in the field of insurance and financial planning.
Thank you for generously sharing your experience and knowledge!
Svetlana Cherkasova

Joseph, good afternoon!
I agree with Alexey - your course has conquered with its logic and capacity.
Insurance has started to play with new colors for me.
It made sense in my picture of the world :)
And, of course, invaluable examples of their logical place for insurance in personal financial planning.
Olga Kachanova

Joseph, thank you for sharing your knowledge and experience. It was very informative, I will be glad to learn from you again!
Evgeny Perestoronin

Joseph and Anna, many thanks for the training.
Not only did they reveal all that variety of programs, but they also showed practical application for different tasks and situations.
Previously, I had a one-sided attitude to insurance, but it turns out there are many times more ways to use it.
I am very glad that I went to study with you.
Elena Churakova

Joseph, many thanks to you for your professionalism, as well as for very accessible presentation of the material! I have also learned the importance of proper financial planning for myself, you have so clearly outlined the basics of competent planning, laid out all your places on the shelves, in which insurance plays a significant role! Thank you for highlighting all possible facets! I will be happy to develop in this direction and lead to the welfare of our dear customers
Elena Samoylenko

I would like to express my sincere gratitude to Joseph Lazerson for the insurance course and Anna Vorobyova for the organization.
This course gave me the main thing - an understanding of the basics of financial planning. How to act in the interests of the Client, how to listen and hear, how to ask questions correctly.
Insurance has acquired a completely new meaning and scale for me.
I can't wait to pass on my knowledge and help people solve really important financial problems.
Stas Metashev

I'm very grateful, Joseph. I am glad, I am new to financial consulting and have expanded my knowledge of insurance
in terms of solving customer problems.
Sergey Astafyev

The training has ended, but the impressions remain and I want to share them.
This course made me look at insurance in a completely different way. From absolutely different points of view.
It turns out that the opportunities offered by Western companies are much broader than the offers presented on the Russian market.
The most important thing is that we can work individually for any request and satisfy completely different needs.
This is the preservation of business (if a partner wants to retire or simply can no longer run it), and eco-friendly - without conflicts. showdowns, lawsuits - the transfer of inheritance, and, of course, the creation of a much-loved passive income. And this is not a complete list of the opportunities offered by insurance.
Artem Kats

Joseph, thank you for the course!
Your course helps to understand how many tasks can be covered by insurance. Moreover, many of them are only insurance and can close effectively.
It also became clear that wealthy people are seriously concerned about such issues, and you can safely approach them with these solutions. Thanks!
ANY OTHER QUESTIONS?

Write to us and our specialist will contact you!
  1. What is financial planning, categories of financial problems
  2. Life cycle
  3. Compound interest and portfolio theory. Interaction of life insurance and investments in an effective portfolio
  4. Building a financial plan as the main financial planning tool
  5. Ethics and confidentiality in the work of a financial adviser
  1. Personal brand. Specialization of a financial adviser
  2. Target audience, customer segmentation
  3. Product line and sales funnel
  4. Basics of SMM and Social Media Promotion
  5. Centers of influence and methods of finding customers outside the Internet
  1. Risks, types of risks, solving risk problems in personal financial planning
  2. Determining the right insurance coverage
  3. Analysis of the main objections of customers about life insurance
  4. Ratings of insurance companies. Reliability and guarantees
  5. Insurance contract. Basic concepts
  1. The main pains of clients, identification of needs: 5 main questions
  2. The scheme of the first meeting, the qualification of the client. Segments A,B,C
  3. Three secrets of a successful first meeting
  4. Objections and how to avoid them completely
  5. Analysis of errors of a novice financial advisor
  1. Types of insurance contracts. Universal insurance.
  2. Universal insurance options and options (fixed, variable, index)
  3. Ways to use insurance contracts to solve the problem of long-term financial planning.
  4. Pension planning using life insurance.
  5. Annuities and their applications
  1. Development strategy of the pension system of the Russian Federation and three levels of savings for retirement
  2. The formula of the state pension and ways to influence the increase of the state pension
  3. NPF programs and their pros and cons
  4. Retirement planning: ways of implementation in the personal financial plan
  5. Riders of various insurance contracts
  1. The structure of the modern investment market in the Russian Federation. The main participants of the securities market: stock exchange, broker, management company, depository, registrar, regulator, investor.
  2. Asset classes: money market, debt market, equity market, real estate, commodities, derivatives, insurance, annuities, alternative investments and crypto assets
  3. Portfolio theory.Principles of creating a diversified portfolio.
  4. Calculation of portfolio profitability.
  5. How to evaluate the profitability of the payment flow
  1. Stocks, bonds and funds (mutual, mutual, ETFs, exchange-traded)
  2. Brokerage account in Russia and abroad. The main brokers and their conditions. Exchanges. Providers of investment services for individuals
  3. The best investment options in 2023
  4. Risk profile of the client, assessment of the client's tolerance and goals to risk
  5. Determining the future amount of capital
  1. What is cryptocurrency and what is its potential?
  2. How to buy and sell cryptocurrency?
  3. Cryptocurrency exchanges. What is important to know?
  4. The place of crypto assets in the overall investment portfolio
  5. Security of Using Cryptocurrency
  1. Profile of a businessman. Business continuity
  2. The funding mechanism for the tasks of the business owner
  3. Purchase and sale agreement, types of such agreements
  4. Insurance of leading specialists. Golden handcuffs
  5. Group life insurance
  1. Assessment of the client's portfolio parameters taking into account his goals
  2. Building a portfolio of asset classes, choosing investment methods and strategies.
  3. Universal insurance as an asset class with additional benefits
  4. Lifetime payments (accelerated payments, vertical contracts, contracts of the elderly)
  5. The best options for universal insurance in 2023
  1. Setting financial goals. How to set a goal correctly, how to help a client formulate a goal?
  2. Analysis of income and expenses, their classification. Methods of family budget management
  3. Analysis of human assets and liabilities. How to increase the profitability of assets and reduce loan costs?
  4. Creating an investment plan. How to form a portfolio structure for each goal, which asset classes to choose, how to choose a way to invest in each asset class?
  5. How to present a personal financial plan? Overview of services for Financial Advisor
  1. What is the difference between health insurance and life insurance
  2. What is the difference between insurance for those traveling abroad and a medical insurance policy
  3. What is MHI, VMI and MMS. The difference between them
  4. Critical illness insurance option in life insurance
  5. The best health insurance options in 2023.
  1. Hereditary mass and rules of inheritance registration
  2. Heirs by law and will
  3. Features of inheritance on bank deposits and brokerage accounts
  4. Features of inheritance in life insurance
  5. Creation and preservation of inheritance with the help of life insurance
  1. How does the tax system work and what taxes do individuals pay
  2. Five groups of tax deductions. Individual investment account.
  3. Technology of investments abroad: bank, brokerage account, investments through insurance companies, direct investments. Comparative analysis from the point of view of taxation.
  4. Repatriation of capital. Features of income taxation abroad
  5. Investor reporting. Tax return and consequences of non-payment of taxes
  1. Creation of the Children's Education Fund and the needs of special children
  2. The Concept of "Own Bank". The use of insurance as a collateral instrument.
  3. Divorce proceedings and insurance.
  4. Protection from creditors and lawsuits
  5. Accelerated mortgage repayment
Made on
Tilda