Registered Investment Advisor Training
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Stock broker - ... that performs transactions in financial instruments on a stock market as an agent of his or her clients who are unable, unwilling, or lack the expertise to trade for themselves. Titles associated with this role include financial planner, financial consultant, financial advisor, Investment advisor (or investment adviser), and portfolio manager, which normally includes further training at the brokerage or firm level.
Investment advisor - An investment advisor (or investment adviser) is an individual or firm that advises clients on investment matters on a professional basis.
Registered training organisation - In Australia, particularly in vocational education, a registered training organisation (RTO) is an organisation that provides students with training that results in qualifications and statements of attainment that are recognised and accepted by industry and other educational institutions throughout Australia.
Fee-Only financial advisor - Fee-Only financial advisors are compensated only by their clients and accept no commissions or compensation from other sources, such as insurance products or investments. This model of compensation reduces the potential for conflicts of interest between the advisor and the client in that the advisor is not beholden to insurance, investment, and other financial companies.
registeredinvestmentadvisortraining
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