Advisor Financial Planning

I want to know what you think of the site and how useful it is for buying or selling a book of business.

I am one of the executives here at FP and would be happy to provide you a free login so you can get in "behind the scenes" and see what the site is all about. There are certainly listings available, but many of our users are also looking for tools and information, which is large portion of the site. If you are interested in a login, send me an email at davidjr@businesstrans.com and I will take care of it.

2008-04-03 18:04:52 by j

What a Certified Financial Planner is and why choose to work with one

I have come across too many people who claim to be financial advisor/planner and they are completely clueless. I am sure there is university or college who is offering legtimate course to be one of the better planner/advisor.

Santa Clara University in CA offers an accounting and a finance program that can feed directly into one of the big accounting firms and to getting your CPA.

2006-10-17 09:16:02 by asjrb

Price: $16.95

Hello I am wanting to start me own firm for financial planning and investment advisor.
Do I need to get my Series 6 or 7 or Series 63 or 65 I am really confused on what I need
You would think in college they would have covered this, but they didn’t . Also can you tell me what each series 6-7 etc is exactly for.
Thanks for your help in advance. RL

Call your state securities commission. They can give you all the information you need. Or contact FINRA at finra.org and they can tell you who to contact in your state.

2009-04-05 20:40:44 by Randall L

Price: $55.95

I have a background in finance, and I am very interested in Financial planning. I don't know if it's good to start my career as a financial advisor.

The interview will last for about 30mins. what questions do I expected to be asked? will the interviewer ask me a lot of behavioral questions? what kind of behavioral questions will they ask?

I do not mean to discourage you but usually the hiring in the industry is a long process. Certain companies would not even do the interview without filling out an assessment test as well as some math questions. Others meet with you first and then test you. Anyway I would expect at least three interviews. Most companies would ask you to present a business plan. In general, the first interview would be an overview of the company and then some questions about you, your background,affiliations with different organizations and of course why you would like to work for that particular firm. If you show energy and real passion you will do great. I went through the whole process a bunch of times and I got hired everywhere I applied. I had to go back for 5 interviews with a particular company and some of them were 2-4 hours long. Wish you best of luck!

2008-08-25 12:52:25 by Shine L

I'm not a huge investor, but have realized that I just don't have the time to effectively handle my own financial planning. As such, how do I go about finding a good financial advisor/planner in Los Angeles?

Or, are there some resources on the web that will allow my to efficiently do my own planning?

I suggest you go to Dave Ramsey's website and click on ELP (endorsed local provider) for investments. You put in your area and an ELP in the investment area will contact you or you contact them.

The ELPs listed with Dave Ramsey are very professional and help teach their clients about the process instead of just putting you in stocks or mutual funds you don't understand.

2007-06-03 12:56:03 by JBadge