Captain Planet Posted July 30, 2009 Report Share Posted July 30, 2009 How does one go about getting the necessary qualifications?Just curious. Quote Link to comment Share on other sites More sharing options...
Captain Planet Posted July 30, 2009 Author Report Share Posted July 30, 2009 mild air Quote Link to comment Share on other sites More sharing options...
BlueMaco Posted July 30, 2009 Report Share Posted July 30, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers... Quote Link to comment Share on other sites More sharing options...
Flex Posted July 30, 2009 Report Share Posted July 30, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers...big qualification still, i got CeMap and might at some point do this seein as Cemap has one of the modules for it. but right now the momentums not the same, allot of redundancies and slowing of business in this field.More to the point u dnt need CeFa to sell insurance. depends on the type of insurance aswell, why dont you go on reed and look at insurance job requirements? Quote Link to comment Share on other sites More sharing options...
BLACK VICTIM Posted July 30, 2009 Report Share Posted July 30, 2009 my boy works in swinton didnt have no q's just applied Quote Link to comment Share on other sites More sharing options...
Captain Planet Posted July 31, 2009 Author Report Share Posted July 31, 2009 Thanks peoples, considering i am looking to do financial economics at uni I should be on a similar path right? Quote Link to comment Share on other sites More sharing options...
BlueMaco Posted July 31, 2009 Report Share Posted July 31, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers...big qualification still, i got CeMap and might at some point do this seein as Cemap has one of the modules for it. but right now the momentums not the same, allot of redundancies and slowing of business in this field.More to the point u dnt need CeFa to sell insurance. depends on the type of insurance aswell, why dont you go on reed and look at insurance job requirements?I'm going to do CeMAP after I've finished CeFA most likely but as far as getting work in the field I'm gonna have to wait it out a lil while and try to get relevant transferable skills from other fields. Quote Link to comment Share on other sites More sharing options...
VENOM Posted July 31, 2009 Report Share Posted July 31, 2009 you are not genetically built to handle the complexity of getting a degree in actuarial sciencehowever you can get much lower end courses such as diplomas and short courses that can get you a decent desk/admin job in insuranceyou can learn sales for example and be like those brehs who stop you in shopping centres trying to sell you life or medical insurancethats the limit for you. Quote Link to comment Share on other sites More sharing options...
Flex Posted July 31, 2009 Report Share Posted July 31, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers...big qualification still, i got CeMap and might at some point do this seein as Cemap has one of the modules for it. but right now the momentums not the same, allot of redundancies and slowing of business in this field.More to the point u dnt need CeFa to sell insurance. depends on the type of insurance aswell, why dont you go on reed and look at insurance job requirements?I'm going to do CeMAP after I've finished CeFA most likely but as far as getting work in the field I'm gonna have to wait it out a lil while and try to get relevant transferable skills from other fields.sounds like a good look, but to be honest u wouldn't really need to do the cemap, financial advisors usually get paid more/ considered higher up the "ladder" than mortgage advisors, especially in the current climate.after doin the CeFa, u need a sales job still, even better a financial sales role to get the relevant experience. Quote Link to comment Share on other sites More sharing options...
BlueMaco Posted July 31, 2009 Report Share Posted July 31, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers...big qualification still, i got CeMap and might at some point do this seein as Cemap has one of the modules for it. but right now the momentums not the same, allot of redundancies and slowing of business in this field.More to the point u dnt need CeFa to sell insurance. depends on the type of insurance aswell, why dont you go on reed and look at insurance job requirements?I'm going to do CeMAP after I've finished CeFA most likely but as far as getting work in the field I'm gonna have to wait it out a lil while and try to get relevant transferable skills from other fields.sounds like a good look, but to be honest u wouldn't really need to do the cemap, financial advisors usually get paid more/ considered higher up the "ladder" than mortgage advisors, especially in the current climate.after doin the CeFa, u need a sales job still, even better a financial sales role to get the relevant experience.Yeah I'm looking for a sales job now. I'm sure in banks having both CeFA and CeMAP is beneficial? Quote Link to comment Share on other sites More sharing options...
Flex Posted July 31, 2009 Report Share Posted July 31, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers...big qualification still, i got CeMap and might at some point do this seein as Cemap has one of the modules for it. but right now the momentums not the same, allot of redundancies and slowing of business in this field.More to the point u dnt need CeFa to sell insurance. depends on the type of insurance aswell, why dont you go on reed and look at insurance job requirements?I'm going to do CeMAP after I've finished CeFA most likely but as far as getting work in the field I'm gonna have to wait it out a lil while and try to get relevant transferable skills from other fields.sounds like a good look, but to be honest u wouldn't really need to do the cemap, financial advisors usually get paid more/ considered higher up the "ladder" than mortgage advisors, especially in the current climate.after doin the CeFa, u need a sales job still, even better a financial sales role to get the relevant experience.Yeah I'm looking for a sales job now. I'm sure in banks having both CeFA and CeMAP is beneficial?individually yeah, but in terms of business FA's usually do more as they provide a broader range of products. Both important roles in the bank, jus ones considered a bit more "higher" than the other. Quote Link to comment Share on other sites More sharing options...
carpedeum Posted July 31, 2009 Report Share Posted July 31, 2009 its not advisable to look into training as an ifa right now. They like estate agents, and personal trainers are most likely doing other things at the moment. A recession shd let people especially new grads know that they shd try and recession proof their careers. When things begin to turn around the ifa's that will jump back into the mkt are those with the most experience. Even wht financial econs still look for a very good area to specialise in. . Like derivatives. Quote Link to comment Share on other sites More sharing options...
BlueMaco Posted July 31, 2009 Report Share Posted July 31, 2009 its not advisable to look into training as an ifa right now. They like estate agents, and personal trainers are most likely doing other things at the moment. A recession shd let people especially new grads know that they shd try and recession proof their careers. When things begin to turn around the ifa's that will jump back into the mkt are those with the most experience. Even wht financial econs still look for a very good area to specialise in. . Like derivatives.Your not wrong. I'm personally studying it as I am moving into talent management and would like to offer wealth management with my management service. Quote Link to comment Share on other sites More sharing options...
Flex Posted July 31, 2009 Report Share Posted July 31, 2009 its not advisable to look into training as an ifa right now. They like estate agents, and personal trainers are most likely doing other things at the moment. A recession shd let people especially new grads know that they shd try and recession proof their careers. When things begin to turn around the ifa's that will jump back into the mkt are those with the most experience. Even wht financial econs still look for a very good area to specialise in. . Like derivatives.yeah, been on this derivatives thing (mostly cfd's) since last sep, if you can dedicate time, well worth it. Quote Link to comment Share on other sites More sharing options...
Captain Planet Posted July 31, 2009 Author Report Share Posted July 31, 2009 Useful info lads. Quote Link to comment Share on other sites More sharing options...
Guest28 Posted August 1, 2009 Report Share Posted August 1, 2009 How does one go about getting the necessary qualifications?Just curious.Google CeFA its a financial advisors qualification. You can work in insurance as a tied advisor, in a bank as a tied advisor or as an independant financial advisor where you will make the best money if your good along the same lines as stock brokers...nicee i got a dipolma and a certificate in this Quote Link to comment Share on other sites More sharing options...
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