what are the requirements for a personal financial advisor?
49638
['customer service skills for finding out customer needs.', 'knowledge of economics and accounting for understanding financial markets and products.', 'maths knowledge for creating financial plans.', 'the ability to sell products and services.', 'excellent verbal communication skills.', 'active listening skills.']
299049
['2 Years in Business (exception for IT solutions)', 'Healthy Financials.', 'Products or Services that Fit Under a GSA Schedule Category.', 'TAA Compliance if Offering Products.', 'Past Performance if Offering Services.']
116156
['Your name, professional title and contact details.', 'Contact details.', "A professional 'profile'", 'Work experience and history.', 'Education and qualifications.', 'Core skills.', 'Hobbies and interests.']
1019257
['be at least 21 years of age, financially stable, and responsible mature adults,', 'complete an application (staff will assist you, if you prefer),', 'share information regarding their background and lifestyle,']
882617
["A bachelor's degree in accounting, finance, or economics.", 'An MBA (in finance or accounting preferred)', 'A minimum of seven years of combined accounting and finance experience, with at least two years as team manager or assistant controller.']
153016
Depending on the path you take to become a financial advisor, it could take less than five years to seven or more to become a financial advisor. The fastest route is likely to obtain your Series licenses with FINRA, which require no prior job experience.
30448
You will need to have FPSB approved work experience in financial planning of at least one year (supervised). Or, three years (unsupervised). Working in a financial advisory company under someone who is a financial planning professional, could mean reducing your qualifying period to one year.
141589
['Social Security Number.', "Driver's license or government ID.", 'Current home address.', 'Credit card or bank account and routing number to fund your account.', 'Email address.']
1238482
['excellent verbal communication skills.', 'maths knowledge.', 'analytical thinking skills.', 'knowledge of economics and accounting.', 'the ability to use your judgement and make decisions.', 'customer service skills.', 'the ability to accept criticism and work well under pressure.', 'the ability to use your initiative.']
1184828
['Knowledge of accounting and banking practices and techniques.', 'Analytical skills.', 'Interpersonal skills and client-focused mentality.', 'Able to work with minimal or no supervision.', 'Accuracy and discretion.', 'Ability to work as part of a team.']
1468317
["Ethics — read and agree to abide by AGA's Code of Ethics.", 'Experience — have at least two years of professional-level experience in government financial management.']
1290919
['be capable of handling figures and cash;', 'have an orderly mind and methodical way of thinking;', 'have experience in dealing with large sums of money and budgets;', 'have experience of financial control and budgeting;', 'have an eye for detail;', 'be available to be contacted for ad hoc advice;']
136039
['Proof of identity. ... ', 'Proof of National Insurance number. ... ', 'Proof of earnings. ... ', 'Proof of benefits, allowances, pensions and other income. ... ', 'Proof of capital (for example bank accounts, savings and investments) ... ', 'Proof of money paid out.']
1250577
Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as a personal financial advisor, financial planner, financial adviser, financial service advisor and investment adviser.
743237
['self-motivation.', 'integrity.', "ability to reflect on one's own work as well as the wider consequences of financial decisions.", 'business acumen and interest.', 'organisational skills and ability to manage deadlines.', 'teamworking ability.', 'communication and interpersonal skills.', 'proficiency in IT.']
1211747
["A bachelor's or master's degree in accounting, finance, business, economics, statistics or a related field is expected.", 'Three or fewer years of relevant experience is typical of accountants entering a financial accounting position.']
435252
["you're on a low income or out of work.", "you're 18 or over (there are some exceptions if you're 16 to 17)", "you're under State Pension age (or your partner is)", 'you and your partner have £16,000 or less in savings between you.', 'you live in the UK.']