Get to know the career of a financial advisor (Financial Advisor)
Get to know the career of a financial advisor (Financial Advisor)
A Financial Advisor (FA) is a professional who provides financial advice. or financial management of customers who use the service to achieve the goals set They can give advice on saving money, insurance, various financial planning, including various investments. The FA must understand the lifestyle of the customers who are taking care of them as well. The duty of the FA is to understand the goals of the customers and understand them as much as possible. for planning and assessing the risks that will occur and can take care of customers as well as customers to achieve their goals
🔸 Being a good FA
1. Check if you are suitable for an FA career or not by looking at
- interested in investment
- Service minded
- Have communication skills
- dare to decide
- Always develop yourself in learning.
2. Examination for license (License) by dividing the license into 2 groups as follows:
A license is a must-have for a career. If not, it is considered illegal.
- IC (Investment Consultant)
- IP (Investment Planner)
- IA (Investment Analyst)
A qualification certificate is something that confirms that you have passed the training, with or without it.
- CFP
- AFPT
- CFA
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