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Become a Certified Financial Advisor

Learn At your own pace

Access expert-led video courses, track your progress, and grow your career in financial advisory.

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Over 100 licensed agent have used our courses, tools, and coaching to help their businesses flourish.

Become the next licensed agent with LTD and change your life

using our expert led coaching , field training and weekly sessions.

Our Why…

Making a living is good. Making a difference is better.

Let’s make each moment count.

Mission: Create everyday breakthrough moments for creative service professionals through content, coaching and communities. Teach 1 billion people how to make a living doing what they love.

Vision: A modern school that is equitable, accessible and inclusive that leverages media, technology and connectivity, designed for 21st century creative work.

Purpose: End crippling student debt.

What Does a Financial Advisor Do?

What Does a Financial Advisor Do?



-A financial advisor is your trusted guide in managing, growing, and protecting your wealth.
-Whether you're planning for retirement, investing wisely, or making big financial decisions, an advisor helps you navigate the complexities of money with expert insights and a clear strategy.

featured courses 

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Read Our latest
Blog Articles.

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10 Essential Financial Tips for Young Adults

Canada And U.S. Financial Update

Canada And U.S. Financial Update

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US and Canada teriff impact on financial industry

Financial Literacy

Financial Literacy

Over 1,000 people have used our courses, tools, and coaching to help their businesses flourish.

“Everything is possible with Nima’ coaching and guidance. He helps me see my true self, find my voice, and guide me on the road to self acceptance. With Nima as my coach I’ve reached goals I never thought were possible. Like a six-figure course launch, getting 100K followers on Instagram, and starting my own community.”
Farhan Shadin
Ceo and Founder
“Everything is possible with Nima’ coaching and guidance. He helps me see my true self, find my voice, and guide me on the road to self acceptance. With Nima as my coach I’ve reached goals I never thought were possible. Like a six-figure course launch, getting 100K followers on Instagram, and starting my own community.”
Nima Shojaian
Ceo and Founder
“Everything is possible with Nima’ coaching and guidance. He helps me see my true self, find my voice, and guide me on the road to self acceptance. With Nima as my coach I’ve reached goals I never thought were possible. Like a six-figure course launch, getting 100K followers on Instagram, and starting my own community.”
Shadin Hossain
Senior Marketing Director

Content

Take a course or download a template created by vetted experts and fast-track your business and creative growth.

Community

Join The Futur and find the knowledge, support, and community that will help you take your business to the next level.

Coaching

Get advice from an expert in group or one-on-one settings and break through business barriers and creative block.

Testimonial Page

Over 60,000 people have used our courses, tools, and coaching to help their businesses flourish.

“

"Everything is possible with Chris’ coaching and guidance. He helps me see my true self, find my voice, and guide me on the road to self-acceptance."

"With Chris as my coach I’ve reached goals I never thought were possible. Like a six-figure course launch, getting 100K followers on Instagram, and starting my own community."

Farhan Shadin
BRAND STRATEGIST
“

"Chris' coaching and expertise is easily worth $10,000/hour. In the two years we have worked together, I’ve made over $500,000 a year from my design business while working 15 hours a week. Grown my following from ZERO to over 100,000."

Rich Webster
RICHARD MEDIA COMPANY
“

"Chris helps open the doors of discovery and allows you to uncover the roadblocks. His uncanny ability to ask insightful questions and pull-out creative thoughts helps one to navigate a road map that is both productive and achievable. By carefully following Chris’s instructions and executing his advice, our company has grown by 61% YOY."

Eric Wegweiser
HORTICULTURAL CREATIONS

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Frequently asked
questions

What key skills should I prioritize as a student financial advisor to succeed at World Financial Group?

Focus on building communication skills to explain complex financial concepts simply, active listening to understand client needs, and analytical thinking to create tailored financial strategies. Technical skills like understanding insurance, investment products, and tax strategies are also critical. WFG provides mentorship and training to help you develop these competencies while emphasizing ethical client-centered practices.

Compliance is non-negotiable. Always follow guidelines from regulatory bodies like FINRA and the SEC. WFG’s training includes modules on regulatory standards, licensing requirements (e.g., Series 6, 7, or life insurance licenses), and ethical practices. Partner with your mentor to ensure you understand disclosure protocols, documentation, and avoiding conflicts of interest.

Transparency and consistency are key. Start by actively listening to clients’ goals and concerns, then provide clear, jargon-free explanations of financial solutions. Offer value through free educational resources (e.g., budgeting workshops) before pitching products. WFG emphasizes relationship-first advising—leverage their tools and community events to establish credibility and grow your network organically.

What’s the difference between Business Bootcamp and the Pro Membership?

With your membership, you get access to the exclusive Circle group, weekly calls, downloadable content, content library, and endless support, accountability, and guidance from your peers and mentors.

We don’t think this will happen, but in the case that it does, you can cancel your membership at any time. There’s no obligation to stick around if the group isn’t what you thought it to be.

If you’re an established business owner that is serious about change and development for yourself and your business, this is the place for you. Our members come from all areas of business —agency owners, designers, marketers, developers, consultants—in all corners of the world. If you have any questions about the Pro membership, email Carrie Green at carrie@thefutur.com.

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