How To Become A Financial Adviser financial advisor

by surinahFGH
42 comments



▶ ตรวจสอบอุปกรณ์ของฉันใน Kit: ฉันถูกถามอย่างน้อยสัปดาห์ละครั้งเพื่อขอคำแนะนำในการเป็นที่ปรึกษาทางการเงิน และสำหรับทุกเพศทุกวัย ฉันคิดว่าฉันควรนั่งลงและจัดการกับเรื่องนี้อย่างจริงจังเพื่อที่ในอนาคต . ฉันสามารถตอบกลับคนดีเหล่านี้ด้วยลิงก์! วันนี้ผมจะมาพิจารณาทุกสิ่งที่คุณจำเป็นต้องรู้และทุกสิ่งที่คุณจำเป็นต้องทำ หากคุณสนใจที่จะประกอบอาชีพด้านที่ปรึกษาทางการเงินในสหราชอาณาจักร 00:00 บทนำ 01:53 7IM ทอม เชอริแดนเกษียณ 03:07 มีคนมากมายถามพีทเกี่ยวกับการเป็นที่ปรึกษาได้อย่างไร 04:13 สิ่งที่คุณต้องรู้ – การเป็นที่ปรึกษาเป็นเรื่องยาก 04:28 ประวัติเล็กน้อยของพีท 06:22 เมื่อพีททำคุณสมบัติของเขา 08:05 คุณสมบัติตอนนี้ ระดับต่างๆ 09:32 ผู้ให้บริการคุณสมบัติ 09:58 สิ่งที่คุณต้องมีความรู้เกี่ยวกับ 10:40 บทบาทต่างๆ ในการให้คำปรึกษาทางการเงิน 11:00 1. ผู้ดูแลระบบและสิ่งที่พวกเขาทำ 12:04 2. Paraplanner และสิ่งที่พวกเขาทำ 13:32 3. ที่ปรึกษา ลูกค้าเผชิญหน้ากับบุคคล 14:12 บทบาทของดาวเทียม 14:29 ทักษะที่สำคัญของที่ปรึกษา 15:19 – ความสามารถในการฟัง ได้ยินสิ่งที่ไม่ได้พูด 16:05 – ความสามารถในการโค้ชผู้คน 16:33 – ความสามารถในการสื่อสาร ทำให้ความซับซ้อนเป็นเรื่องง่าย 17:11 ความแตกต่างระหว่างคำแนะนำและการวางแผน 19:06 สิ่งที่คุณต้องทำเพื่อเป็นที่ปรึกษาทางการเงิน 19:37 ประกาศนียบัตร CII ในการวางแผนทางการเงินที่มีการควบคุม 20:16 ระดับ 6 – นักวางแผนการเงินชาร์เตอร์ด 20:59 การฝึกอบรมใช้เวลานานเท่าใด 21:21 นักวางแผนการเงินที่ผ่านการรับรอง (CFP) 23:46 เริ่มฝึกอบรมก่อนที่จะเข้าหานายจ้างที่มีศักยภาพ 24:14 เลือกวินัยของคุณ – การวางแผนทางการเงินแบบองค์รวม คำแนะนำในการจำนอง คำแนะนำด้านการคุ้มครอง 26:34 ติดต่อบริษัทในพื้นที่ 28:42 คุณจะหาบริษัทท้องถิ่นที่ดีได้อย่างไร? 29:42 เตรียมพร้อมสำหรับการลดค่าจ้าง 31:32 บันทึกการเดินทางของคุณ 33:59 เอาท์โทร .

Images related to the topic financial advisor

How To Become A Financial Adviser

How To Become A Financial Adviser

Search related to the topic How To Become A Financial Adviser

#Financial #Adviser
How To Become A Financial Adviser
financial advisor
ดูวิธีการทำเงินออนไลน์ล่าสุดทั้งหมด: ดูเพิ่มเติมที่นี่
ดูวิธีการทำเงินออนไลน์ล่าสุดทั้งหมด: ดูเพิ่มเติมที่นี่

See also  Financial Statements #18: Statement of Cash flow financial cash flow

Related Posts

42 comments

meerab ilyas 16/10/2021 - 11:02 PM

What do you have to study in GCSE to become a financial advisor

Reply
goodgirlsguide 16/10/2021 - 11:02 PM

What's a BIBA?

Reply
goodgirlsguide 16/10/2021 - 11:02 PM

Omg. We used to pay our insurance on the door this way too. My sister would talk the ears of the young guy. It was Britannica.

Reply
raptor king 16/10/2021 - 11:02 PM

Thank you for the information one step forward to my career in the financial field to help me help others.

Reply
Josh Dawson 16/10/2021 - 11:02 PM

Pete, I’m currently a 20 year old going. Through a Politics and Economics degree with a lean into econometrics. I’d love to get into this field and was wondering to what extent this degree would help or hinder me and to what extent I would be employable if I took the Level 4 as a replacement for a Masters. Is this the kind of career you can enter as a first job, or would you recommend getting a few years in other office jobs before I take the leap.

Thank you for all the content you have given to us for free in videos like this.

Reply
jake anderson 16/10/2021 - 11:02 PM

Great video Pete! In your option, is it possible to become a financial advisor for someone who hasn’t completed high school? I left school before completing my A levels, but have been successful in a number of sales positions since then and possess great people/relationship building skills. Would you hire someone based on this?

Reply
Matthew Peoples 16/10/2021 - 11:02 PM

I was in my second year of university, when I watched this. It really helped me in deciding to pursue my passion of becoming a financial advisor over a boring job in cyber security. I managed to get a position in a financial planning firm despite any experience or relevant qualifications and purely just a passion for personal finance. I start next week! If I could give anyone any advice on getting a position, I would say don't bother just trying to apply for graduate positions. Take some initiative, call these companies up! It's how I managed to get my job. Emailing companies is also not going to get your personality across. Financial Advisory is all about people skills, so go prove to these companies you have them. If your absolutely getting no where, then consider spending the money on the certifications. You'll stand out.

Reply
King 16/10/2021 - 11:02 PM

Get some timestamps on this video!

Reply
Sam TotableAlarm30 16/10/2021 - 11:02 PM

I am thinking about starting a Business | OCR Cambridge Technical Certificate in Business | Level 3 at college in the U.K. will it help me to become a financial advisor onwards?

Reply
taekiotan 16/10/2021 - 11:02 PM

Thank you for sharing, I'm researching career options (I'm 19 and a business major) and this is definitely helpful. I feel like this work would be very rewarding

Reply
Karan Panesar 16/10/2021 - 11:02 PM

Can you become a financial advisor in the UK by doing the CFP?

Reply
george hill 16/10/2021 - 11:02 PM

Thank you for sharing this information. This was very insightful. As a current Accounting and Finance student, do you have any advice on what the best steps after university would be in order to become an advisor/planner?

Reply
Aaron Stephenson 16/10/2021 - 11:02 PM

I have been an engineer for 7 years and after breaking my arm just before lockdown I had plenty of time to think. During my time at home I was frothing for some physical or mental learning! I saw an advert from online trading so I started learning a lot about finances through this, I decided I'd had enough of engineer so I have started my journey in Financial advice and started my CISI course. I cant wait for this journey.

Reply
Lemar rr 16/10/2021 - 11:02 PM

I’m in my final year of my bachelors in Accounting and finance. Would it be feasible for me to try and become a financial advisor, or should I have started much earlier

Reply
Chukwudi Uraih 16/10/2021 - 11:02 PM

Thank you

Reply
victor kithenya 16/10/2021 - 11:02 PM

This is very interesting.Thank you for sharing.

Reply
Idk Idk 16/10/2021 - 11:02 PM

Stop waffling

Reply
Greggs 16/10/2021 - 11:02 PM

I am a LIBF Alumni and the DipFA is something I am thinking of doing.

Reply
Rashad 16/10/2021 - 11:02 PM

Thank you I love you, great help

Reply
Financial Advice Made Simple 16/10/2021 - 11:02 PM

Interesting to see the lesser amount of Financial Advisers compared to Accountants and Solicitors in the UK. All three work well together as core Professional connections for clients on any stage of their Financial Journey.

Reply
WealthyMinds Podcast 16/10/2021 - 11:02 PM

This video was so helpful! I'm currently studying towards the diploma and have been documenting my journey so this is really encouraging!

Reply
Kynadi Edwards 16/10/2021 - 11:02 PM

Hello my name is Kynadi Edwards. I am currently 19 years old and I just recently graduated high school. I'm enrolling into online school for the personal convenience. I know that I will be deprived out of opportunities and alliances by not attending university. But this is the best I can do for myself right now. High school was a really tough experience for me. I was bullied and socially isolated. I was supposed to graduating last year. But because of my circumstances I was held back another year. I wanted to drop out. I felt worthless. At 18 I thought I would be a failure. But I now realize that I am more of that. I know I can be more of that. It is my duty to do so. As a young black woman who will soon be competing in a predominantly white male field, I know I will be held back just for the color of my skin. Not how intelligible I am, not because of work ethic. I know that I will have do deal with the racism, sexism, and misogyny in this field. But I have to I need to break the glass sealing. I don't want to become another statistic. I hope when I reach your age that there is more diversity. So I know this video will help me. Thank you.

Reply
Liam Halford 16/10/2021 - 11:02 PM

Looking at this in 2020, It's very useful to me still! Thank you.

Reply
Joseph Corcoran 16/10/2021 - 11:02 PM

Thanks this is really helpful, recently passed my CII Diploma in Regulated Financial Planning and have been struggling to find a good idea of where to go next in my career. Thanks

Reply
Simon Tan-TJX 16/10/2021 - 11:02 PM

GaryV! He is a wonderful person! Also, could you give some advice on what I can do now to learn in detail things about financial planner/advisor? Is the first step learning and trying to get a 'certificate in financial services'? Thank you very much for your incredible video!

Reply
Tédia Rosarion - Finance 16/10/2021 - 11:02 PM

It interest me so much I'm in Canada though any body has info on that ?

Reply
Jesse 16/10/2021 - 11:02 PM

Serious question, do you think that someone who is relatively unacademic (thick) could make it as an advisor? I'm eager to chase this CII diploma, but I need to know if I'm out of my depth as a someone who didn't do well at school. Brutal honesty would be appreciated.

Reply
Slayn Zawin 16/10/2021 - 11:02 PM

Does a UK degree in business mean anything in terms of getting a foot hold in the industry or equating to the levels required?

Reply
Joseph Scott 16/10/2021 - 11:02 PM

Nice video sir, ive just passed the fsre exam with libf – a first hurdle in a great industry!

Reply
Poorna Gunasekara 16/10/2021 - 11:02 PM

Thank you , really helpful, keep it up

Reply
Marcus17107 16/10/2021 - 11:02 PM

Do you have to do all 1-3 before you can take a level 4 cii diploma

Reply
Ken Adams 16/10/2021 - 11:02 PM

Hi there, new subscriber to your channel and thanks for the great content.

I have a question or two if I may?

As a 43 year old retired professional golfer I've been looking into a new challenge and possibly starting my level 4 diploma as a financial advisor (planner) but just wondered in your opinion would it be a realistic undertaking or is it something you need to have had years more experience in (I also have two young children!)

Also I was looking to start the London institute one but you say this maybe not as good as the cii? I just found the information and website easier to navigate (probably says more about me though)

Many thanks in advance anyway if you get the time to respond.

Kind regards.

Reply
Mister Lairo 16/10/2021 - 11:02 PM

Thank you for your video.

You sort of touched on this. Will a financial adviser starting out today be able to compete with the Robo-advisors (who are cheaper etc) that also offers a human contact option too going forward and as technology gets better? Will it still be a great overall career?

Reply
Matt 16/10/2021 - 11:02 PM

Great video Pete. I'm halfway through my CII Diploma and loving these videos! They're much help with my transition from from trainee paraplanner to paraplanner and eventually adviser.

Reply
Amr Elhadd 16/10/2021 - 11:02 PM

Can you enter financial advisory with an IMC?

Reply
Jason Ashley 16/10/2021 - 11:02 PM

Really useful and practicable advice, thanks for putting this out there!

Reply
Sham Yapa 16/10/2021 - 11:02 PM

Brilliant, comprehensive summary. Thanks for taking the time to produce this.

Reply
Anthony Wratten 16/10/2021 - 11:02 PM

Wow amazing post Pete went on cii for level 2 award could you recommend ant books or webpages I can go on for learning or practice test
Thank you

Reply
chris bis 16/10/2021 - 11:02 PM

I currently have a business development job within financial services, I constantly speak with advisers and learn lots from them whilst trying to get them to use our products. I am looking to do my exams however I am unsure if the job I have is going to help me get a job doing admin or even a trainee advisor if possible. What do you think?

Reply
hardchoice19 16/10/2021 - 11:02 PM

Thx for this clearly articulated walkthrough of the profession. Gold!

Reply
Daryl Sivell 16/10/2021 - 11:02 PM

Great video thank you so much! I've just graduated with a business degree, I have a level 3 certificate
from CISI and have started the level 4 diploma from CII and really want to be a financial advisor/ planner. I'm looking to work within a financial institutions but having difficulty finding opening's do you have any suggestions please?

Reply
Liam Flow 16/10/2021 - 11:02 PM

I'm coming from a different perspective, I'm a teacher and coach living in a "problematic" area of London which I love btw. I myself am doing well but feel so many in my community would benefit from having someone sit down with them. I reckon I'll do the diploma anyway – for fun as i love learning but in the sense of gaining more insights would citizen advice be a starting point? Or any other ideas? Fantastic episode btw, really well thought through

Reply

Leave a Comment