---
title: How wealth management courses generate clients for financial planners
description: Just a single wealth management course with FMT results in an average of $2-5M in new AUM for financial planners.
---

[FMT Insights For Financial Advisors ](https://blog.fmtsolutions.com)

# [How wealth management courses generate clients for financial planners](https://blog.fmtsolutions.com/how-wealth-management-courses-generate-clients-for-financial-planners)

 Written by [FMT Solutions](https://blog.fmtsolutions.com/author/fmt-solutions) | Jul 1, 2022 7:47:00 PM

Americans today are eager to build the wealth management skills they need to feel confident and comfortable in their financial futures. Part of the interest comes from inadequate personal financial education in the past. 

Only [3 in 7 Americans](https://gflec.org/wp-content/uploads/2015/11/3313-Finlit_Report_FINAL-5.11.16.pdf) are financially literate (and only 1 in 3 adults worldwide). Of the people with high financial literacy scores, [73% claim they’ve needed to teach themselves](https://www.federalreserve.gov/pubs/bulletin/2003/0703lead.pdf) through personal experience — but this is also risky. A poor understanding of wealth management exposes individuals to unnecessary financial risks. The [TIAA Institute](https://www.tiaainstitute.org/about/news/2020-tiaa-institute-gflec-personal-finance-index) has found that, when it comes to wealth management, topics related to financial risk are the area in which people tend to have the least knowledge.

## **Wealth management courses are on the rise**

This landscape has led to great interest in self-help resources for managing personal finances and building wealth. We can see this in the [enrollment trends for wealth management courses](https://blog.fmtsolutions.com/why-online-financial-literacy-programs-are-taking-off-in-2022), which have accelerated even as a global pandemic has limited access to courses in a physical classroom. Online seminars from [FMT](https://www.fmtsolutions.com/?hsLang=en) are now attracting 20% more attendees than our in-person courses did even before COVID-19.

## **How does a financial course generate clients?**

You might ask yourself [how financial education fits into your client acquisition strategy](https://blog.fmtsolutions.com/education-is-the-best-marketing-for-financial-advisors-and-heres-why). After all, if it’s a non-sales context like a classroom, aren’t you teaching attendees how to make decisions for themselves, without needing a financial advisor? In a sense, yes. However, taking a course under the guidance of a licensed financial advisor is like a preview of the value in your services.

An objective approach to generating clients with a wealth management course works because:

[Take the legwork out of marketing](https://blog.fmtsolutions.com/heres-the-1-financial-advisor-client-acquisition-strategy-youre-not-already-using) for financial planners and deploy a turnkey educational marketing program with FMT. Our wealth management courses have been tested and proven by advisors like you for more than 20 years, educating over 500,000 attendees. [Contact FMT today](https://www.fmtsolutions.com/contact) to learn more about how our courses can generate new clients for your firm.

This article was originally published in June 2022. Updated February 2023.

[View full post](https://blog.fmtsolutions.com/how-wealth-management-courses-generate-clients-for-financial-planners)

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