Website Building for Financial Planners

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Building websites for financial planners requires planning ahead.

Building a website for financial planners requires specific content and some planning. Once you have some content prepared, it's a straightforward process that involves knowledge of at least one Web programming language, such as HyperText Markup Language (HTML), JavaScript, or Cold Fusion.



Once the website is programmed, it may be uploaded to the Internet via File Transfer Protocol (FTP), and made available for immediate browsing by anyone using a computer or mobile device with an Internet connection.

Things You'll Need

  • Credit card or PayPal account
  • Website content
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Instructions

    • 1

      Obtain a domain name (your "dot-com" name) and a hosting plan. Typically, these are purchased either with a credit card or a PayPal account. See Resource section for a registration and hosting service.

    • 2

      Design the financial planner website using Web development software (see Resource section for free software). Most websites are designed in HTML, but other languages or a content management system (CMS) may be used.

    • 3

      Add the content created for the website.

    • 4

      Upload the website via FTP. See Resource section for a free FTP client.

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References

Resources

  • Photo Credit Young business woman in brown suit with the black folder image by Vasiliy Koval from Fotolia.com

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