Shreveport Financial Planner

Financial Planner Training Class

Your Gateway to Financial Planner Excellence

Duration: 12 Weeks

Format: Hybrid Training (In-Person + Online Components if located outside of Lafayette but must live in Louisiana).

Investment: Comprehensive Career Development Program

WHAT MAKES THIS PROGRAM UNIQUE

The Magnolia Wealth Strategies Training is more than training—it's a complete transformation experience. You'll work directly with industry-leading experts who have trained thousands of successful financial advisors. This intensive program combines proven methodologies, hands-on coaching, and real-world application to accelerate your journey to success.

Here’s the timeline for the Financial Planner Training Program:

1. You will need:

• Life & Health License (2 weeks of training)
  • We'll send you our code to get Kaplan Live Training online

Desired Qualifications

• Bachelor’s degree in finance, Economics, or a related field (preferred but not required).
• A desire to pursue the SIE, Series 7 Topper & Series 66 (we'll sponsor you!)
  • If you already have the Life & Health License or SIE it is a plus!
• Creative problem-solving abilities with a proactive mindset.
• Curiosity, coachability, and a problem-solving mindset.
• Strong interpersonal and communication skills.
• Proficiency in MS Office and financial management software.
• Previous experience in a client-facing role.
• A passion for building relationships and a commitment to client success.

What We Offer

• Licensing & Certification support (We will provide the training for the SIE, the Series 7 Topper & Series 66)
• Mentorship, training programs, and a clear path for career success
• Professional development resources
• A growth-minded culture

We have offices in Metairie, Baton Rouge, Shreveport, Lafayette and Pensacola-FL.

MUST live in Louisiana near one of the above offices.

We are not able to sponsor any Visa's.

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