Financial Advisor
Storyselling for Financial Advisors : How Top Producers Sell
Array (Hardcover) Kaplan Publishing 2000-01-12
Release date: 2000-01-12
Price:
$30.00
Answers
23 Looking to get hired or go through a program to become a Financial Advisor
My brother in law is a financial adviser, and he got his bachelors degree in business finance before he landed his first job.
Good luck!
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I'm a junior attending a university. My major is managerial finance. I'm interested in becoming a financial advisor or analyst. Outside of my studies I play around with the stock market and have been fairly successful. I put together a project explaining the importance of retirement explaining the how to's on how to pick what's right for you: various mutual funds, ira's, etc. My teacher loved it. The kids on campus know me for making making financial talk simple and easy and "attractive." Several people have told me if I become a financial planner, advisor, analyst, they'd definitely trust me w/their money. I'm excited about having a career in that field but don't get enough guidance @ my school (career center, etc.) I'm looking for internships, but it's difficult in Mississippi (I keep trying.) I'm trying to make myself look attractive for employers. What else can I do to bring to the table to become a financial planner, advosor, analyst...and YES, I am going to graduate school!!!
Gain as much experience as you can when attending school. Learn different types of funds and stocks, especially the ones your local banks provide for their clients. Study for those. If you are not shy, you can go and talk to someone at the bank and gather some useful information?
I'm just curious to understand how exactly to become a financial advisor and once you are one, how do you become one of the best?
At the bottom-most rung, you only need to pass the NASD exams. But you'd be surprised how many can't.
The top-most rung is the ChFC. Ten graduate level college courses and an examination. CFP has more marketing exposure, but they only take half the courses and the exam is nothing like as hard.
But qualifications are only part of the game. You've got to be sharp, and you've got to be honest with yourself and with your clients. You have to make a habit of thinking about all the consequences of everything. I know ChFCs and CFPs that I wouldn't trust with a nickel, and baby Series 6s I'd trust with everything, because ethics and mental habits are everything.
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What are the educational requirements and how long does it take to become one?
You have to take a couple of exams administered by FINRA and register with your state securities commission, to become a Registered Investment Advisor. There are no other educational requirements to become an RIA.
You can also become a Certified Financial Planner. To become a CFP you need a Bachelors degree, pass the CFP exam, 3 years of relevant experience and pass certain ethical requirements.
What is the best way to do this? What education would I need? I am currently pursuing a bachelor's degree in psychology and economics.
You can be a CFP after your MBA. Your MBA is more marketable. The best way to help people and that they will listen to you is if you help them through doing taxes. They will show up every year, you will build a relationship with them and from there you can meet their needs. That is what I did.
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