2007-07-29 12:38:29 · 7 answers · asked by Eduardo M 2 in Business & Finance ➔ Careers & Employment ➔ Financial Services
You can just start offering advice :)
To be a certified financial planner(CFP) you would need to take classes and pass test.
CPAs are also financial advisers for that you need a degree in accounting, passing test and experience.
2007-07-29 12:44:24 · answer #1 · answered by shipwreck 7 · 0⤊ 1⤋
At the very minimum get a certified financial planner designation. A CPA is the ultimate financial adviser.
To be a good financial advisor..you have to have money right?? Whos is going to take financial advice from a poor struggling sales person?
You need to be exceptionally strong in sales, customer service and relationship building. If you are not a people person, forget it.
2007-07-29 19:44:58 · answer #2 · answered by zanthus 5 · 0⤊ 1⤋
An advisor is legally someone not employed by a brokerage house, who's on their own or with a small independent firm.
CFP and MBA are good places to start. Interning with a brokerage house or advisor firm while you learn the business is a good start. You will need to know about legal compliance from the ground up, and you could intern in that as a specialty while you go to school, or you could get trained in back office work (admin/clerical, generating reports, research) while you get your degree. Insurance and related things are also a thing to look at.
2007-07-29 19:46:33 · answer #3 · answered by justbeingher 7 · 0⤊ 1⤋
You dont need sponsoship from a company but it saves you money. but get your series 6 or 7 (7 would be better, but is a more difficult test). You dont need a degree but it helps. If you have any type of sales experience it should be pretty easy to get into a firm. Its a pure commission based salary anyway. So companies will hire you and not be risking much at all.
2007-07-30 14:34:27 · answer #4 · answered by Anonymous · 0⤊ 0⤋
Pass the Series 7 and 66 exams and have a college degree. That's pretty much it. You need an employer to sponsor you.
2007-07-29 21:13:26 · answer #5 · answered by Concerned F 2 · 0⤊ 0⤋
We're operating a Financial Services agency in Singapore. If you are keen to know how, drop me your resume. and I will ask my secretary to arrange an interview w you. thx
2007-08-02 00:43:17 · answer #6 · answered by CLC 1 · 0⤊ 0⤋
Without education , save your money and then buy piece of property ,sell and buy another one
Educated study business management
2007-07-29 19:43:49 · answer #7 · answered by Anonymous · 0⤊ 2⤋