Category:Personal Finance Advice

From Adviceopedia

Revision history
View logs for this page
Jump to: navigation, search
Ask a question:
Adviceopedia is not currently accepting submissions.

Question: how do i become a finance advicer - posted by 10.0.0.7 Reply

Replies:
A degree is not mandatory to pursue a career as a financial advisor, but having a degree or completing formal education in a related field is certainly beneficial. It's advisable to take classes or major in finance, accounting, or business administration. If you're interested in becoming a financial advisor, it's a good idea to seek entry level employment in some area of banking or finance. While getting experience in the field, you should enroll in a training program designed to prepare you to sit for Certified Financial Planner (CFP) certification. - posted by Mary G. White
Question: Where can one find the qualifications of an advisor - posted by 10.0.0.7 Reply

Replies:
Are you interested in becoming a financial advisor? If so, there are a number of places you can earn your qualifications. The best place to look for information about how to get the training you need to become a certified financial planner is www.cfp.net, the website for the Board of Standards for Certified Financial planners. You can also verify if a particular advisor you are interested in working with is certified via the Board. - posted by Mary G. White

(Latest | Earliest) View (previous 50) (next 50) (20 | 50 | 100 | 250 | 500).

Diff selection: mark the radio boxes of the versions to compare and hit enter or the button at the bottom.
Legend: (cur) = difference with current version, (last) = difference with preceding version, M = minor edit.

(Latest | Earliest) View (previous 50) (next 50) (20 | 50 | 100 | 250 | 500).
Personal tools