I worked as a Sales Excutive in the motor trade for 6 years and at one stage worked as a Business Manager.
I found a natural ability to sell and advise on sellling the finance and insurance products available. Saving people money on interest rates making them happy and earning me more money.
Im now working in another sales career and HATING it. I would like to become a Financial advisor in some capacity or another. Reading between the lines I will need to take either CeFA or FPC qualifications.
Has anyone else done this? Who did they train with? Who can they recommend? I need to train from home as I have to work full time to pay the bills.
Any help much appreciated.
Thanks
Go on to the Chartered Insurance Institute. This site will tell you what qualifications you need (FPC) and you can buy study material from them and also book your exams. Good luck!
You may have to train with an already qualified IFA if you can find one willing to take you on. I understand some branches of general banking have similar training programmes, however you would have to work for a bank anyway before you were eligible.
References :
Sixty two cynical years in a castle with a woodburning stove, a pot of tea, an abacus and a ginger tomcat.
Go on to the Chartered Insurance Institute. This site will tell you what qualifications you need (FPC) and you can buy study material from them and also book your exams. Good luck!
References :
Work in an IFAs