The Financial Services VA
This course is designed for Virtual Assistants who want to specialize in the financial services industry, with a specific focus on supporting mortgage brokerage and insurance brokerage owners.
You’ll learn how to assist with client intake, document management, CRM and pipeline tracking, appointment coordination, compliance-aware administrative support, and day-to-day operational workflows unique to financial services.
The course also builds your understanding of industry terminology, confidentiality standards, and professional communication, so you can confidently support brokers while maintaining accuracy and trust.
COURSE OBJECTIVE:
This course aims to equip students with practical, job-ready skills, a clearer focus on which specific role(s) they will specialize in - and a personalized draft Business & Marketing Plan - to help launch them into the marketplace.
Whether you’re entering the VA industry or ready to specialize, this program prepares you to build a stable, high-value career as a Financial Services Virtual Assistant serving clients remotely around the world.
What's Included In The Course?
The 5 Modules
Each module consists of five lessons - for a total of 25 lessons. Within each module and at the end of every lesson, there is a Quiz + Task Assignments given to reinforce your learning.
Nomad's Toolbox
These job aids and work aids are provided to all course participants for use during the course AND after the course is completed
Business & Marketing Plan
Upon completing the courses and all of the tasks therein, we will prepare and send a FREE personalized Business & Marketing Plan that you can keep and use for preparing your launch into the marketplace
Live Training Events
At the end of each module there will be a pre-scheduled weekly live online training for participants to ask questions, interact with other students and ask questions directly to the course instructor(s).
Nomad's Toolbox Includes:
Coursebook
My Learning Plan
SAMPLE: The Discovery Discussion
SAMPLE: Needs Analyzer
TEMPLATE: VA Services Proposal
TEMPLATE: Independent Contractor Agreement
TEMPLATE: Client Invoice
TEMPLATE: Client Statement of Account
Are You a VA Agency Owner?
For those of you that already own your own VA agency and require specialized training for your team, please schedule a call with us - so we can explore customized course solutions that cater specifically to your needs.
How Do I Enroll In This Course?
Simply follow the links below to enroll today, request more info or join our waitlist!
