I fancy a job as an IFA, and have searched for courses etc but to no avail. Ideally I would prefer to do a course from home, can you advise me of the qualifications I require and any home learning places I can contact.
2006-11-01 08:37:03 · 5 answers · asked by joandlee1302 1 in Business & Finance ➔ Careers & Employment
you need to study for the Financial Planning Certificate (FPC) as a minimum, plus there are many other exams, as you decide if you want to specialise or not. Try the Institute of Financial Planners website, for a start, or the Financial Planning Society
2006-11-01 08:40:58 · answer #1 · answered by Ali C 3 · 0⤊ 0⤋
You can study for the Certificate for Financial Advisers (CeFA) that is offered by the Institute of Financial Services (IFS) at http://www.ifslearning.com
They offer the CeFA qualification that is available as a four part exam and costs £130 per exam. Further to this you may want to attend a CeFA training course to help you to prepare for the CeFA exams. Visit http://www.cefa-training-courses.co.uk for further information
2006-11-01 09:59:38 · answer #2 · answered by Anonymous · 0⤊ 0⤋
Go to a Financial Planner and request their qualifications...
Next find out how they got started.
Do some networking.
Good Luck!
2006-11-01 08:53:09 · answer #3 · answered by Smilin' Fred 4 · 0⤊ 0⤋
Do you play poker, if you can bluff well than you can be an financial adviser. A good spiel, a fancy shingle on the wall, a great business card that you can design and voila' you are in.
Now just go out and find some gullible clients, charge them a percentage and invest their money and watch yours roll in.
2006-11-01 08:41:01 · answer #4 · answered by white61water 5 · 0⤊ 2⤋
The NASD in the states is where you take your exams. CFP is not easy to obtain. you need to work for one and have that firm sponsor you.
2006-11-01 08:49:47 · answer #5 · answered by golferwhoworks 7 · 0⤊ 0⤋