What sort of jobs count as work experience towards being a financial planner?
I want to be a certified financial planner and by april I'll have the educational requirements for a CFP, but absolutely no experience. I think I will also need to take either the CSC mutual funds course or the LLQP insurance licensing course. I can have either of these done by april as well. What sort of jobs will give me the best experience to become a CFP, but again will take me with no experience except sales and customer service?
Asked By: Rhueless - 11/12/2007
Best Answer - Chosen by Asker
A Bank or Building society!
Answered By: Mother and Father of two - 11/12/2007
Additional Answers (2)
You could try a bank. Sales and customer service are also very good though. Be sure to include any internships, volunteer work and any business related networking or organiztions that you have been involved with. Chamber of Commerce, Rotary, BNI, etc. Some financial service companies will hire you as an intern while... More
Answered By: frankie77 - 11/12/2007
Here is the link to CFP.org regarding work experience requirements. http://www.cfp.net/become/work.asp... More
Answered By: JQT - 11/14/2007
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