Independent Financial Advisor Qualifications

I would like to become an IFA. How do I qualify and what is the name of the authority that sets the exams and gives the qualifications?

the cheapest and fastest way I know of is to join the CAB or do a CeMap course.

All that's required for the former, is for you to call your local CAB (Citizen's Advice Bureau) and they'll send you the appropriate form to fill in.

It starts off as voluntary work, with free travel and training in various areas, you'll pick the financial side of things, and I think you can even specialise intow what kind of financial advice you can do.

You'll have enough training and experience if you do this even part time within two years.
Another way of course is to register to do CeMap training (just google it)

it's relatively cheap compared to the benefits you'd get once you get a job or start business, the average person that gives mortgage advice for example gets an average £10,000 for every sale that results from a talk with him... and of course if you're employed, you don't have to make a sale to get paid, you just have to attend the interview and offer fairly average to good customer service!

2006-11-14 04:04:07 by jerjc99

A personal financial advisor qualifications are a college degree and become a certified financial planner. Learn aout the qualifications and ...

I just posted my resume on monster.com yesterday. This morning, I got an email about a job opening for a financial service agency manager position from Farmers. Is this a scam or should I reply her? The job and the paid is very attractive, but I have never worked as a manager before. I am a recently college graduate. I had worked in as an administrative assistant for 5+ years. Should I reply or just wait for other job offering?

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Hi,


I work with Farmers District Manager, David Oyler. I was looking through the resumes posted on Monster and had to contact you regarding the Insurance and Financial Services Agency Manager position we have available. After reviewing your resume, it appears as though your career progression, skill-set, and previous experiences are a great match with the qualifications and range of skills necessary to succeed with Farmers Insurance. I realize that this is not necessarily the field that you were looking into when you posted your resume, but with your background and proven track-record, I think our career opportunity may be a great fit for your future career goals and aspirations.

Farmers Insurance Group offers the best entrepreneurial opportunity in the country today. As a Farmers agent, you are an independent business professional, consultant and financial advisor. If you are looking for a career rather than a "job", or want your compensation to commensurate with your hard work and dedication, then Farmers Insurance might have the answer. By operating a Farmers Agency, you are in business for yourself, but not by yourself. You will have the leadership, guidance, and support of your District Manager, Regional Office Personnel, and Home Office Management to build your financial future. Your new future starts with Farmers Insurance Group helping support you financially for the first 2+ years and provide you with the proven tools and training to become a successful Agency Owner.

TYPICAL AGENT INCOME
1ST YEAR: $70k 2ND YEAR: $150k 5TH YEAR: $250k

Our District Manager is searching for ambitious people in the East Bay area, who have strong business acumen, drive, entrepreneurial spirit, confidence, effective communication skills, independence and a strong desire to be financially successful. If you are interested in exploring this opportunity further, please spend some time reviewing the highlights of the career on our district website www.FarmersTeam77.com. Click through the web pages and give the career opportunity with Farmers Insurance Group careful consideration. If this career seems like it could be a match with you after reviewing our website, I encourage you to investigate the program a little closer and have all of your questions answered during an informative appointment with our Assistant District Manager.

Please contact me directly at (i'm going to hide the number). I can also be contacted via e-mail at (i'm going to hide the email).
If this position as an insurance agency manager and financial advisor is of no interest to you, I apologize for this letter. No reply necessary. Thank you for reading this!

Best Regards,


Julie Hite
District Recruiting Specialist for Farmers Insurance - District 77

Hi, Just checked their website out http://farmersteam77.com/ Looks like a sales agent job to sell insurance policies. Is that what you were looking for? The salary will be exaggerated because it will commission based. No harm in contacting them to find out more. But tread very carefully. Don't give them any money.

2008-10-01 12:52:46 by Mochi