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10-15-2012, 05:52 PM
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#1
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reads most threads with his pants around his ankles, especially in the Forced Induction forum.
Join Date: Mar 2004
Location: Vancouver
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Financial Planning courses
Just want to know if anyone is into Financial Planning right now? How's the job market these days. Planning to get into Financial Planning but want to make sure I know what I am getting myself into.
Also is it to get a CFP Certification? Or rather is it a must to get it?
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10-15-2012, 10:59 PM
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#3
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RS.net, where our google ads make absolutely no sense!
Join Date: Sep 2009
Location: North Van
Posts: 910
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the FP designation is a good one to go for since you have the option to choose the retirement planning route and everyone retires some point in their lives so the industry is not bad at all in that regards.
FP can branch off into many things like tax, investment, etc so it depends what you have a genuine interest for.
I work for a bank and I know they've cleaned up a lot of the under-performing FP's but the market is still out there.
In banking, you will never be finished with courses. If the FP route turns out shitty, you can do a CIM/do branch banking etc. Loads of opportunities given that you're a hard worker and good with people.
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10-16-2012, 05:14 PM
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#4
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14 dolla balla aint got nothing on me!
Join Date: Jan 2004
Location: Burnaby
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CFP is more internationally recognized, however if you only plan on working in Canada, a PFP (from CSI) would do the job. Most planners that I've talked to think the PFP is easier.
You can start off by being a FP in a branch environment, but they're unlikely to hire you right away. You'd have to start off working as a FSR/FSM/AM (same role but different titles between the banks), and once you can prove you can sell financial products they'd move you up to an FP.
Like mentioned above, an FP can then branch off into different things, like tax planning, estates, investments, etc.
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10-17-2012, 08:54 AM
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#5
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reads most threads with his pants around his ankles, especially in the Forced Induction forum.
Join Date: Mar 2004
Location: Vancouver
Posts: 10,645
Thanked 2,191 Times in 1,131 Posts
Failed 929 Times in 340 Posts
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Thanks guys! So basically it is more or less just sales I am guessing?
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