Internet Marketing Planner
I want to be a Financial-Planner / Consultant / Advisor?
Hi,
I want to be a financial-Investment planner / consultant / adviser. What is the scope for Investment adviser/planner/consultant? What is the correct name for this occupation? Is it require a well furnished office for this work ? Where I get good materials through internet. What are the good books available in the market to know more about financial products and markets. Which area is I want to specialize in investment like insurance or share markets or mutual funds etc.. in India what are the certifications I required to become a Certified Investment planner.
Thank you
You would need an NASD series 7 and 66, in order to sit for the tests, you would need to be sponsored by a member firm (hired by a brokerage firm). Once employed, you would have minimum monthly production requirments to meet or risk termination.
Best bet to crack into the business?? Find a local independent financial planner, apply for a job as office staff. Get fully licensed while working there, build a small book on the side while working there. Then cut a deal to be a full time broker with the OSJ you are working for.
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