In this blog, we will share how to teach financial planning online effectively and efficiently.

Around 220,000 Google searches for personal financial planning (and similar phrases like a financial adviser, financial planning, & financial plan) show that this sector is too appealing to a big audience.

When it comes to selling your expertise on in-demand subjects such as bitcoin, you’ll need the correct tools and approaches.

Organizing students, developing a reputable brand, and reinvesting in your firm are all vital responsibilities for growing your personal financial planning profit margin.

To recruit, cultivate, and sustain an audience, several personal financial planning instructors rely solely on their expertise. Prospects, on the other hand, require a certain something additional from their courses to justify the cost, especially when they have access to a wealth of free or low-cost financial resources on the Internet.

Aside from conventional marketing, here are a few effective techniques to educate or build personal financial planning courses that can help you stand apart.

So without further ado let’s start straight away and dive into the topic.

Related Blog: The macro teaching technique: How to teach large classes?

Steps for teaching financial planning online

Leverage webinars to teach and sell your expertise

Online classes can be used to sell a certain product, service, or expertise. The following are some of the advantages of this technique:

  • Getting a better deal on location costs.
  • Eliminating the class size limit.
  • The opportunity to share additional teaching resources such as virtual whiteboards, thereby improving the course’s value.
  • Enables learners from all around the globe to apply.
  • Complete control over the look and feel of the course.
  • Follow-up and organizing tools that are automated can take the place of a digital assistant.
  • The ability to seek for and collect learners’ survey feedback to improve over time.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

To create leads, demonstrate your knowledge

Financial planning webinars are a terrific method to demonstrate your skills to prospective clients, even though you plan to market your information through other digital outlets. Online courses, in conjunction with other CV credentials, can aid you to stand out from the crowd. 

This great information, for instance, might be offered for free on landing pages to encourage further top-of-funnel activity.

Alternatively, their replay features can be beneficial to learners who need to revisit a course. Those who skipped today’s session can quickly catch up by clicking on an auto-generated link that will be emailed to their inbox.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

Embed your CRM with your classes

Consider making business contacts by attending classes and participating in webinars that link up student details to Salesforce or even other CRMs. The ability to automatically gather, log, and arrange this data eliminates the need for manual entry. It also aids in the tracking of repeat business.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

At the same time, train a huge number of people

The more people who come, the more likely you are to convert a larger number of satisfied consumers. With the use of educational tools like webinars, you may increase the return on your business efforts by delivering your lesson to a bigger audience.

Folks who may not have the capacity or resources to go to physical venues to attend your lessons may be able to participate in your classes.

Through this one simple change, you’ll enhance profit and visibility.

Well, most of the platforms have restrictions on the number of learners. But not on Graphy. Graphy is the platform where be it 1000-100000, you can have active users of learners to your course. You can address the mass number of people.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

Throughout lessons, share useful resources

If your course’s topic is an investment, it’s critical to include a real-life instance to help learners understand what they’re studying. Teachers can use webinars to share their desktop screens for several hours at a time without being interrupted. This is especially handy for lecturers who want to share facts such as stock market figures.

teach personal financial planning online in 2022

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

Marketing communication should be improved

Personal finance experts must project a professional appearance, irrespective of how they convey their beliefs. Inside the financial planning industry, there are indeed a lot of rivalries, and the largest difficulty purchasers confront is the lack of confidence. 

They require certain signals and experiences to not only entice them in but also to convince them to invest heavily.

Developing a more consistent brand throughout various industries helps to develop trust. Preserving your courses, emails, alerts, online course content, and other essential items in the same presentation style or appearance goes a long way toward giving them that extra value.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

With live replays, you can double the impact of your lecture

Offering personal financial planning via webinars, in addition to organizing a live session, has the potential for resale value. Webinars, unlike live classes, can be re-used multiple times.

Learners who were unable to attend the course can simply buy the course or specific videos of the course after the occurrence. The replay videos can also be used as marketing elements or bait content for your social sites and email marketing strategies.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!

You can make money by selling your financial planning expertise

Consider the following tips in the note if you decide to teach personal financial planning:

  • Contemplate including a webinar in your package. Whenever you create a complete web-based course or deliver specific video lectures, webinars can help you improve profits & develop your brand in a variety of ways.
  • To streamline your task, use a range of tools. For items like course follow-up emails, seek capabilities including app integrations & response triggers.
  • Try using digital media to reach a larger audience. Modifying your course content and selling it on the web, whether through webinars, videos, or even podcasts, enables participants to have and receive your essential information.

Related Blog: Teaching Aids - Ideas for Teachers to Use in the Classroom


If you want to teach financial planning it’s something which you can do easily if you follow the above steps. 

Teaching online needs a robust platform where you fulfill every possible desire of yours. That is why Graphy comes into the play. Graphy is the most trusted platform by more than 30000+ creators. You can create, market, and sell your course on the platform itself.

Launch your online course

Got Your Content Ready? GRAPHY is all you need to get started!