|
|
| *Ostroff, Fair and Company>>>Financial Services |
What course in university should i take to be a financial planner? |
What course in university should i take to be a financial planner? if you're really a science student, just take the basic business classes, maybe get a minor. You'll get a lot of training on the job. Depending on the firm you end up with, lack of business classes may not be a problem, assuming you can learn quickly on the job. It's the sales and marketing that matters, in many cases. No single course is enough. You should get a degree in business, with lots of accounting and finance courses. Include at least one course in insurance. Your concentration should be in accounting or finance. Talk about your goals with an adviser at the university. Normally the degree requirements will give you enough background, but the school should be able to guide you to the right courses. Don't expect to become a financial planner upon graduation. You will need a job that will give you financial planning experience and you will have to take some tests to obtain the necessary qualifications such as Certified Financial Planner (CFP). A CPA certificate would also be very helpful. Finance, business, economics.... There are other job specific exams you will have to take outside of school, or say once you have your degree. That will depend on exactly what you are looking to do. Stockbroker/Financial Planner - Certified Financial Planner (CFP) a specialized designation and/or many other positions. Do your research to figure out which it is you want. Speak to a career counselor. Not sure how old you are, but it should also be easy to find Intern work for just about any brokerage firm. A great way for you to find out if this is a field you really want to get in. You can also find some information on the SEC and NASD's websites that should help. Keep in mind too, that getting into some of those jobs is not the hard part. Growing your business is! If say you wanted to be a "Stock Broker" much of your time will be spent "selling." Trying to find new clients. If you have any doubts about your shyness or ability to sell an intangible asset, be honest and communicate this to your "mentor," career counselor, whoever is in a position to help you look at the alternatives. Hope this helped you a little bit. Best of luck. Many years in the securities industry. |
| Tags |
| Marketing & Sales Law & Legal Health Care Government & Non-Profit Food Service Financial Services Administrative and Office Support Other - Advertising & Marketing Search Engine Optimization |
Finance Categories--Copyright/IP Policy--Contact Webmaster |