How To Become A Financial Adviser financial advisor

by noithatSDFGH



▶ 키트에서 내 장비 확인하기: 일주일에 한 번 이상 재정 고문이 되는 방법에 대한 조언을 받고, 오랜 세월 동안 나는 정말로 앉아서 그 주제를 확실하게 다루어야 한다고 생각했습니다. 나는 링크가 있는 이 좋은 사람들에게 답장을 보낼 수 있습니다! 오늘 저는 당신이 알아야 할 모든 것과 영국에서 재정 자문 분야에서 경력을 쌓고 싶다면 해야 할 모든 것을 고려할 것입니다. 00:00 서론 01:53 7IM Tom Sheridan 은퇴. 03:07 많은 사람들이 피트에게 고문이 되는 방법에 대해 묻습니다. 04:13 알아야 할 사항 – 고문이 되는 것은 어렵습니다. 04:28 Pete의 약간의 역사 06:22 Pete가 자격을 갖추었을 때. 08:05 이제 자격, 다른 레벨. 09:32 자격 제공자. 09:58 당신이 알아야 할 지식. 10:40 재정 조언의 다양한 역할. 11:00 1. 관리자와 그들이 하는 일. 12:04 2. Paraplanner와 그들이 하는 일. 13:32 3. 고문, 개인 대면 클라이언트. 14:12 위성 역할. 14:29 고문의 필수 기술. 15:19 – 경청하는 능력, 말하지 않는 것을 들을 수 있는 능력. 16:05 – 사람들을 코치하는 능력. 16:33 – 의사 소통 능력, 복잡한 것을 단순하게 만듭니다. 17:11 조언과 계획의 차이. 19:06 재정 고문이 되려면 어떻게 해야 하나요? 19:37 규제 재무 계획의 CII 디플로마. 20:16 레벨 6 – 공인 재무설계사. 20:59 훈련은 얼마나 걸립니까? 21:21 공인 재무설계사(CFP). 23:46 잠재적 고용주에게 접근하기 전에 교육을 시작하십시오. 24:14 전체론적 재무 계획, 모기지 조언, 보호 조언 등 자신의 분야를 선택하십시오. 26:34 현지 기업에 연락하십시오. 28:42 좋은 현지 회사는 어떻게 찾나요? 29:42 급여 삭감을 준비하십시오. 31:32 여행을 문서화하십시오. 33:59 아웃트로 .

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How To Become A Financial Adviser

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온라인으로 돈을 버는 모든 최신 방법 보기: 여기에서 더 보기
온라인으로 돈을 버는 모든 최신 방법 보기: 여기에서 더 보기

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36 comments

meerab ilyas 16/10/2021 - 4:10 PM

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

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goodgirlsguide 16/10/2021 - 4:10 PM

What's a BIBA?

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goodgirlsguide 16/10/2021 - 4:10 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.

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raptor king 16/10/2021 - 4:10 PM

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

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Josh Dawson 16/10/2021 - 4:10 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.

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jake anderson 16/10/2021 - 4:10 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?

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Matthew Peoples 16/10/2021 - 4:10 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.

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King 16/10/2021 - 4:10 PM

Get some timestamps on this video!

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Sam TotableAlarm30 16/10/2021 - 4:10 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?

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taekiotan 16/10/2021 - 4:10 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

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Karan Panesar 16/10/2021 - 4:10 PM

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

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george hill 16/10/2021 - 4:10 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?

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Aaron Stephenson 16/10/2021 - 4:10 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.

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Lemar rr 16/10/2021 - 4:10 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

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Chukwudi Uraih 16/10/2021 - 4:10 PM

Thank you

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victor kithenya 16/10/2021 - 4:10 PM

This is very interesting.Thank you for sharing.

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Idk Idk 16/10/2021 - 4:10 PM

Stop waffling

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Greggs 16/10/2021 - 4:10 PM

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

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Rashad 16/10/2021 - 4:10 PM

Thank you I love you, great help

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Financial Advice Made Simple 16/10/2021 - 4:10 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.

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WealthyMinds Podcast 16/10/2021 - 4:10 PM

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

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Kynadi Edwards 16/10/2021 - 4:10 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.

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Liam Halford 16/10/2021 - 4:10 PM

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

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Joseph Corcoran 16/10/2021 - 4:10 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

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Simon Tan-TJX 16/10/2021 - 4:10 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!

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Tédia Rosarion - Finance 16/10/2021 - 4:10 PM

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

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Jesse 16/10/2021 - 4:10 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.

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Slayn Zawin 16/10/2021 - 4:10 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?

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Joseph Scott 16/10/2021 - 4:10 PM

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

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Poorna Gunasekara 16/10/2021 - 4:10 PM

Thank you , really helpful, keep it up

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Marcus17107 16/10/2021 - 4:10 PM

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

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Ken Adams 16/10/2021 - 4:10 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.

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Mister Lairo 16/10/2021 - 4:10 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?

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Matt 16/10/2021 - 4:10 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.

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Amr Elhadd 16/10/2021 - 4:10 PM

Can you enter financial advisory with an IMC?

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Jason Ashley 16/10/2021 - 4:10 PM

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

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