Helping you to select the right financial advisor to get BETTER FINANCIAL ADVICE
Online Course Student Bonus Materials
Online Course Bonus Materials
Congratulations on completing the AdvisorSmart® online course. Check out some of our free bonus educational resources in the page below.
Web Sites for the AdvisorSmart® Investor
Web Sites
Better Markets https://bettermarkets.org/
CEFEX https://www.cefex.org/
Fi360 https://www.fi360.com/
FINRA BrokerCheck https://brokercheck.finra.org/
Institute for the Fiduciary Standard https://thefiduciaryinstitute.org/
Investment Adviser Search https://www.investmentadvisorsearch.com/
NAPFA https://www.napfa.org/
SEC Action Lookup (SALI) https://www.sec.gov/litigations/sec-action-look-up
SEC Investment Adviser Public Disclosure (IAPD) https://www.adviserinfo.sec.gov/IAPD/Default.aspx
Violation Tracker financial offenses | Violation Tracker (goodjobsfirst.org)
Articles by AdvisorSmart®
Kiplinger: The Fiduciary Firewall - Guide to Honest Financial Planning (6/26/25)
Books by AdvisorSmart®