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| *Ostroff, Fair and Company>>>Financial Services |
HELP! i'm clueless about my new job...financial planning!!!? |
I recently got a new job as a financial planning assistant. Currently, I'm in college, majoring in Accounting. The things I deal with at work are Finance related (retirement plans, mutual funds, trusts, annuities, etc) I have absolutely NO background in this area and would like to know what I can do to learn this stuff. I got a whole bunch of books but I never get to them or i just skim through it feeling overwhelmed. Should I take a course? I learn SO much better when someone teaches material to me, esp. difficult material... I would LOVE to become more knowledgeable cuz i really do want to be a valuable employee. I'm worried he thinks he may have made a mistake in hiring me As you probably already know, you should be studying for the Series 7 licensing exam. After that, the Series 63 and 65 (or combined Series 66 license if your State allows it). Although these exams will prove you know what types of products to match clients with, you will not obtain the type of real financial planning knowledge you need for the profession. Take courses to complete the CFP educational requirement. The American College has a program where you can take all 6 courses in about 7 months - if you have the time to study! Realistically, allow yourself a year or more. They are a great College and the credits you earn are transferable to your current university. Check it out at theamericancollege.edu. -Ron, ChFC You need to study for your Series 7 and I think Series 21, probably look at getting your Series 8 as well. Even though you are majoring in Accounting, Financial Planning is largely a sales role, think stock brokers at Merrill Lynch. The person that hired you should have told you this information during your interview. No one learns by osmosis, unless they are seriously psychic, so do a little Internet research, find about 3 talking points, then go to your boss and ask how to reach those goals. There is no shortcut and paying someone to teach you things in the books you already have will be expensive. Bite the bullet, set aside some time and read some important sections of those books. If they bore you, get a Financial Planning for dummies book or something similar. You can also check out your local community college for any related classes. Ask your boss what kinds of books, websites or seminars you can check out to gain some knowledge. They will like that you asked how you can get ahead! Good luck! Check out http://www.freejobsearchhelp.com/... - great free advice to help your job search, resume tips and online resources all in one place plus my daily job search blog at http://freejobsearchhelp.blogspot.com/.... |
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