Occupation Financial Advisor

Hi,
I want to be a financial-Investment planner / consultant / adviser. What is the scope for Investment adviser/planner/consultant? What is the correct name for this occupation? Is it require a well furnished office for this work ? Where I get good materials through internet. What are the good books available in the market to know more about financial products and markets. Which area is I want to specialize in investment like insurance or share markets or mutual funds etc.. in India what are the certifications I required to become a Certified Investment planner.
Thank you

You would need an NASD series 7 and 66, in order to sit for the tests, you would need to be sponsored by a member firm (hired by a brokerage firm). Once employed, you would have minimum monthly production requirments to meet or risk termination.

Best bet to crack into the business?? Find a local independent financial planner, apply for a job as office staff. Get fully licensed while working there, build a small book on the side while working there. Then cut a deal to be a full time broker with the OSJ you are working for.

2007-07-26 04:29:38 by joshitk

Advise clients on financial plans utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.

What is the purpose of having financial advisors and people in similar occupations? I realize that they are trying to help people make sense of finances such as stocks and whatnot, but if you think about it, why would you want to help someone else become potentially wealthier than yourself? This question goes for things such as economics/finance courses, as well. Is the main purpose, besides educating individuals on how money works, to help them become wealthier or what?

Well in essence by helping other people with their finances your helping yourself. You not only get money for the services but by advising them on the market, your creating a better economy therefore making your own positions stronger.

2008-01-23 19:35:10 by TheRaven

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Will he be Blair's financial advisor?

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2008-01-29 15:17:36 by Baphomet

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I have a bachelor's in Finance and am fiishing my master's in it. Now that it is time to get into the workplace, I do not know what position I want exactly.

__ Here are some facts about me:

I love studying financial theories.

I love doing fundamental analysis of companies.

I love equity valuation models.

I love money.

I have a long-term orientation.

I love analyzing securities and making charts.

I HATE being a salesman.

I do not want to be a financial advisor for individuals.

I do not want to work in real estate.

I do not want to be a loan officer.

Hello, I work at a financial services company. Based on your description, you might look into:

-- quantitative research
-- credit risk analysis
-- CVA
-- technical portfolio management

Good luck!

2009-04-06 17:44:22 by cheapskatsh

Me and my girlfriend want to emigrate to Canada. The whole national occupation thingy is quite confusing to me though. I am a financial advisor and my girlfriend works in PR. We both have masters degrees. What are our chances ?

any help is hugely appreciated

thanks !

We have enough brits here.
Stay the fuck out.

2008-06-14 07:53:49 by gordon gecko