Training to become a financial planner
By cdparazo
@cdparazo (5765)
Philippines
May 26, 2007 12:54am CST
I am now undergoing a training to become a Licensed Financial Planner. Though I plan to have it as a part-time job but I discovered that the potential for making it big is great. I got excited with I was introduced to the different products and services of the company that I will be representing. If everything goes well, I may have to resign from my current job and can spend more time with my kids.
I want to know who among here in mylot are financial planners? I would appreciate very much if you could share with me your experiences and what you think of one making it good in such business or am I being too optimistic?
2 people like this
4 responses
@fatal_ivory (238)
• Philippines
26 May 07
What does you actually do in that job if ever? Is there any requirements to become eligible for the job? I just got curious and I also want to have some insights about it. It seems to be an interesting job. Is there any amount that one needs to give in order to enter into this such kind of thing? Good post by the way.
1 person likes this
@cdparazo (5765)
• Philippines
26 May 07
No amount really. All that I invested is just P250 or about $5 for the materials that I would be using and review for the licensing exam. Being a financial planner means managing and protecting your clients assets. It could be through insurance protection, health protection, bonds and other investments. The idea is to give your clients the kind of protection that they need as far as their assets and wealth are concerned.
1 person likes this
@fatal_ivory (238)
• Philippines
26 May 07
Only -Php-250.00? Well, that is low enough. How does this work? I'm quite interested with the job you're trying to have. I want to know the details about it because I also want to earn some money out of my extra time. Though I'm planning to take a review before I take the CPA board exam this October, I want to have another opportunity that will improve my lifestyle and career as well.
1 person likes this
@tigerdragon (4297)
• Philippines
26 May 07
the hardest part is establishing your credibility and most of those who stated this often takes in the plunge and hope the companies would grab your offer.once established the next big thing is getting regular clientelles.
1 person likes this
@trinidadvelasco (11401)
• Philippines
26 May 07
i am not a financial planner. but i know how good the prospects are for one who is indulged in this kind of job. everyone who has a substantial amount at hand will always want to have a reliable and good financial planner around. there are not many of them around the country. yet, many are aware of the need for financial planners.
@cdparazo (5765)
• Philippines
26 May 07
Thanks very much for your very positive feedback. I haven't even started yet but my sister and a very close friend of mine decided to join me too and have some training. I will become their unit supervisor if ever. My sister and my friend already have ready clients and I'm just so excited with the prospect. Thank you very much for your positive words coz it just boost my optimism. Happy postings!
@mari_skye (1637)
• Philippines
26 May 07
i say go for it!:) i work as an accounting staff and i am also looking for ways to earn extra income (main reason why i stumbled with mylot:P) but haven't come across financial planning. and that there is even a license to it. i am interested in it too and i would research on it a little further. good luck on your training and i'm sure you will make it!
1 person likes this
@cdparazo (5765)
• Philippines
26 May 07
Hi mari! I am glad that you are interested. For more chances of success, I suggest that you join the biggest financial institution in the country that offers a variety of products and services for any type and need of your potential clients. If you are really interested, please PM me so that I could refer you to the financial institution and give you the contact persons. God bless and more power!
