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| *Ostroff, Fair and Company>>>Personal Finance |
How can i work in a bank as a financial planner ? what certificates etc. do i need? |
How can i work in a bank as a financial planner ? what certificates etc. do i need? The most useful certificate is the certified financial planner. Most employers, including banks, would regard someone with this certificate as generally qualified to offer advice to clients. For more details, please see attached link. Source(s): http://www.cfp.net/ My hubby is a fin planner for a bank. He obtained his Diploma in Financial Services and that was the only requirement. Got it through www.finsia.edu.au |
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