Comments on: So You Want My Job: Financial Planner

By: Mike

Mike — Sun, 01 Aug 2010 23:31:36 +0000

You’re an idiot if you don’t listen to an experienced financial planner, and think you can do better on your own. There’s a reason they have certifications.

By: Eric

Eric — Tue, 11 May 2010 16:43:55 +0000

@ Mr. Rose

Any good books that you can recommend for this profession?

Thank you,
Eric

By: linda

linda — Wed, 21 Apr 2010 14:41:53 +0000

I have been unemployed for about 4 months now. Without any income coming in for that long because my company I worked for felt they fired me for just cause, I had to depend on my boyfriend to support me and my kids. That made me very uneasy but I won my appeal finally and in the past months I have had a LOT of time to rethink my employment issues. Do I want to continue doing what I was doing or do I want a change? I have checked on going to college either online or campus but couldnt decide on a field or didnt really have any inclination of what I wanted to do now. I was as far as I was concerned, perfectly content in the job I had. But with time on my hands I weighed my options and decided I should just get another job like I had. Then I woke up this morning and I was happy and stress free. Yesterday I sat down with my boyfriend and told him what we were going to do financially. I explained what the order of getting the bills paid and caught up was going to be and by when we should be out of debt to be able to look further at when we do get married and need to get life insurance or plan for the future for retirement or whatever we may need. Just doing that yesterday and waking up today the way I did makes me feel good about financial planning. Long story short, I am glad I came across this site. What kind of schooling would I need to be a financial planner? I’ve never went to college, have 3 kids and dont know if it is even feasible to be thinking about changing careers at age 42. If online courses would even be acceptable or not to get a job once completed? I dont want to continue being dependent on my boyfriend while trying to do this if it turns out that it wouldnt matter anyway. Any advice would be much appreciated. thank you

By: Ivan

Ivan — Fri, 26 Feb 2010 08:02:19 +0000

Hi there,
My name is Ivan and I am a financial planner in Hong Kong. Your article is great and educated. Good to learning more from you. However; Financial planning is a tough job and I am kind of out of calls now since I am new. Therefore; please advise me some efficiency ways to get more people to know me and try my restaurant, thanks

Ivan

By: Wil

Wil — Mon, 01 Feb 2010 18:03:09 +0000

Your article was very helpful. I have been doing paralegal work for over 10 years and was layoff a year ago. I am in the process of obtaining my series 6 license but faced financial hardship and its now hard to pass diligence in order to take the series 6 exam. I have my life & health license. My questions to you is how could I get into the financial field with my credit being a factor. Could I take the series 63 and 7 with out a sponsored by a company.
Thank you advance and when I get back on my feet I will start investing. You just made a new client.