Answers
I want to be a Financial adviser and I am wondering what course I can take in University to get a degree to become a financial adviser. I live in Vancouver Canada, so does University of British Columbia and/or Simon Fraser University offer any courses for this career without getting your BBA or Bachelor in Business Administration.
take courses that cover the following subjects: finance, accounting, investments, retirement. Also things like insurance and benefits. I would also look into marketing, because most FP positions require building a client base, and marketing may give u the skills to do that (I have never taken marketing, so could be totally wrong). I am not a financial planner. Thats just a best guess. Try asking friends and family if they know any FPs that you could talk to.
A personal financial advisor can make between $20000 to $3000000 a year based on experience and job performance. Learn about the salary and ...
I have 17 years of experience in the investment field and I have been managing and trading my own account for a living since '98.
I am thinking about talking with some independent financial advisors with the intent of finding someone that wants to take on a junior advisor(usually the advisor will give the junior some small accounts to help get started and takes a cut of the commissions of course) I have heard that this is a much better approach than starting out with no accounts as you would in a wire house training program.
We've been trading for the same amt of time!!! Me since 98 too! I decided to get my series 7, & 3 license at the end of 2000, but then when 9/11 happened it just created havoc in securities industry. And even though I believed the market would go down and had good stragities to help people protect their investments, I couldn't convince others. I guess I am not a very good salesperson. I hated the sales end of the industry, as it is just that. Sales. Makes no difference to the company what you know, they just want to see sales. The better way I think for a trader, if that is what you like to do, is to get in on the portfolio management or (I can't think of the term right now, but industrial? where you are working with trading currencies for banks or trading stocks for the company itself) side of the industry, but stay away from the retail end. I later got my series 55 (market maker) and was much happier on that side of things, and later was hired by a private party to manage their large portfolio. I was very happy with that and made very good money, (but there were personal conflicts) I took my bonus and ran and now am back on my own.....and have lost all my licences due to not hanging them with a company, which I am not unhappy about. It was a good experience. I now also work with others helping them manage their own portfolio, for which I don't need any securities license for. I take a % of profits, and feel much happier doing this. I hope this helps.....and good luck!
I find the stock market and dealing with investing very interesting and i would like have a career somewhere in this field. I will be going to college soon and i don't have much knowledge of how i should go about this. Any advice you can give me to further my knowledge and help me in colleges/college courses would be greatly appreciated. Thanks
I find the stock market and dealing with investing very interesting and i would like have a career somewhere in this field. I will be going to college soon and i don't have much knowledge of how i should go about this. Any advice you can give me to further my knowledge and help me in colleges/college courses would be greatly appreciated. Thanks
Any suggestion in colleges? i have good grades (3.7 unweighted) but not good enought to get into an ivy league school like harvard or MIT.
You dont need a college degree to be a stock broker or financial advisor. All you need is certification. Its similar to being an insurance salesman or a real estate agent. If you want to go to college study finance, financial accounting, math and statistics, and become a financial analyst.
Im thinking of changing careers into Finance.
But I am wondering if you really need a university Degree in Financial services to do well?
any other programs or courses that you might recommend in Canada?
any suggestions would be Awesome!
Possibly not, but it wouldn't hurt! :)
Hi! Does anyone know what an entry level (or new) Financial Adviser earns per year in income?
I am contemplating a career change and the area of financial planning has always interested me.
Of course, I would had to undertake further study and get certified. I already have a uni degree in Business.
I am currently working in an unrelated field. I am 30 and live in Brisbane QLD.
To kumar a : What a waste of an answer. You are a dullard!
$little. Most financial advisor firms are based on commission. Most likely you will have to create your own client base as well. Unless you have a rich and large network of friends, you will make very little the first few years. If i had to put a dollar amount on it i would estimate $15000 US dollars.
Career Makeover: From Economics Teacher to Financial Advisor ...
By Barbara Safani
After a 12-year career as a successful economics teacher , Randy Gappen was burned out. At the beginning of his 13th year teaching high school seniors, he decided it was time for a change. Edward Jones was seeking fresh talent for their financial advisors training program and Randy applied. After months of intense training, self study, and exams, Gappen began his new career as a personal financial advisor .
Did people support you or discourage you from making the change? What did they say?
"Some of my friends thought I was crazy changing careers in the middle of a recession. Many of my friends felt that a job is a job and I should appreciate what I have. I just felt I wanted more...more money sure, but job satisfaction as well. Colleagues at the school I taught at as well as my wife, were very supportive."
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