Online Financial Advisor Courses

I've been thinking about taking online courses to become a financial advisor some online universitys offer Bachelors degrees and others CFP? is there a differences? which school do you recommend that i would get the best learning from?

How much do online schools usualy cost?

THank you

You can contact KaplanFinancial at the following address
Kaplan Financial
30 South Wacker Drive
Suite 2500
Chicago, IL 60606
1-800-824-8742
1-312-836-4400 (international calls)
ContactKaplanFinancial@kaplan.com

2008-01-10 14:25:33 by CG22

www.AdviserExams.co.uk - CII Regulated Financial Adviser Exams Training

I have a bachelor's degree from Indiana University in Journalism. I have been working in customer service for manufacturing companies for the past year and a half. Should I go back to school for my MBA? Should I take an online course to become a CFP? Or should I look for an internship at a financial services company?

You don't even need a university degree at all to be a Financial Advisor, let alone an MBA. (Also hard to do an MBA if you don't have a BBA...can't do a Masters of Physics unless you ..y'know, took Physics)

Most Financial Advisor firms are hiring constantly, they usually do get you to train with them first at no pay and then send you out on your own.

It's a totally commision based business, and you train and work for them initially for free, so they'll pretty much hire anyone who doesn't seem like a total waste of time.

After that you've got to develop your own business, they'll give you a start on how, but its really up to you. Prepare for the idea of working a few years before building enough clients to make a profit.

The companies usually have active recruiters looking for a sales force, call the company you're interested in and ask them about it. You could also visit any job fair, I garauntee there will be no less than 5 Advisor companies present recruiting Agents.

I don't think it's a very good job, the vast majority do quit with losses in the first 2 years, but those who do become successful can make some money, but it's very work intensive and hours and inital investment are large.

'Breaking into the field' is kind of like saying you'd like to 'Break into door to door vacuum sales'..Just go tell them you want to, and unless you're retarded, you're in...in some cases, even if you are.

PS though, Do NOT work for WFG. They'll bind your hands with crazy compliance. Work for something with a big enough name that it can help you market yourself, Primerica, Investor's Group...something more like that.

Good luck if that's what you decide to do.

2007-07-25 14:28:27 by Christie B

It seems like the minimum deposit for a foreign Certificate of Deposit (CD) with a popular website such as www.everbank.com is $10,000 -- in U.S. Dollars. I've heard that some banks will allow 10,000 "units" instead? Also, can foreign currency purchases be done online with a TD Ameritrade Account? Any advice (totally unofficial, of course, even if you're a financial advisor) is appreciated!

you can look for myfxfunds in google/yahoo search engine
so far my managed account is up to 30% in 4 months.
Professional trader using low risk with consistent returns.

2009-07-30 09:22:33 by bk09

Price: $89.95

I am presently a degree seeking matriculated undergrad.
I work full time, and take evening and online courses at a city college, because I already have a job I’m not too worried about the degree, or how long it will take to finish.

I am following the curriculum for one of the majors offered at the college, but haven’t officially declared it. Frankly I don’t see any reason to.

My original question was going to be “What’s the reason to declare a major?”
Most of the reason I have learned are for the colleges sake, not mine, (I.E. Department quotas, number of advisors they need to hire, financial aid, etc.)
I noticed that most of the things colleges do are for there own bureaucratic benefit, and just adds to red tape.
So I decided to reword the question.

Thanks in advance for all your help.
Unfortunatly your not listing the disadvantage. The assumption is obviously that I could make the declaration after I completed all the course requirements.

Yeah, as the previous person said, I think the disadvantage of not declaring the major would be that you would not be allowed to graduate. At my college, the department had to sign off that I completed the requirements for their major.

2009-07-21 10:10:11 by tim

My mother in law assumed we were loaded and spent all of our money. My husband was making about $800 per week and had to spend $200 of that on gas while he was working (had to use his own vehicle and company didn't give him a gas card). It was still enough to support a family of two at the time, and pay all of the bills, we were never behind. We moved in with my husband's family last year and promised to help pay some of her bills (our share, later on she turned it into all of her bills, but that's why I said GET IT IN WRITING!) Anyways, we gave her our share and moved out as we had finally had it with her manipulations. She has us pay her electric bill so I paid it online, signed up for an account for her so she dosen't have to waste a stamp or go to the store and pay to pay her bill in person. I discovered she owes the electric company $1,800 for not paying for a course of over a year! She makes about $2,000 a month, receives $600 in child support, $800 in SSI, and works a second job that makes $500 a weekend. So she has enough to pay the most important utility bill!!!

My husband and I are pretty frugal with our money. I stay at home raising our baby, while he works out of his own business. We pay the bills as soon as they come in if we have the money available. If not, they still get paid weeks before they're due. We treat ourselves to a few things that not everyone would consider a necessity (like a GPS so my husband can find his way to his jobs- he's a contractor and works all over the place, and a Playstation so he has something inexpensive to do on his days off).

So now we are considered as "blowing all of our money". And I hear it every holiday, every get together, it's getting old. His mom judges him for everything that he buys. If she doesn't think it's a smart investment, WE both get an ear full. She ought to be worrying about her own finances and how she's going to catch up on those bills before she tries competing with us (yes, she does, Mrs. Keeping Up with the Joneses!) and judging our every move. I know she only knows what we tell her, but somehow she noses her way in!!!

P.S. her job title is a Financial Advisor.. so beware of this lady, she'll get your money alright, she just won't worry about how you spend it or she spends it!

She does this because she is selfish and controlling. It was OK when you were spending all your money on her, and nobody says anything to her when she doesn't pay her own bills, right? (A financial advisor who can't even pay a utility bill--scary).
Once you are an adult and live in your own house and pay your own bills, your mother can no longer complain about how you spend your money, but sometimes your mother doesn't know that and wants to continue offering her opinion--or shoving it down your throat. I know this because my mom is the same way. The way I handle it is this: The more she criticizes, the less she knows. Now she has no idea what my husband and I are buying, what work we are doing to our house, how much money we make, what we intend to do with our savings, how much anything costs, etc. If she asks, she gets a dismissive answer and the subject is changed. She's a very smart lady and knows she's getting cut out, and can figure out why. Maybe it's time to practice this on your mother-in-law.

2008-09-24 10:18:43 by _