Archive for the ‘Financial Services’ Category

What financial education/qualifications to I need to take the FINRA Series 7 and 63 exams?

Friday, March 19th, 2010

treehugger_06 asked: I would like to get into financial dealings -specifically financial planning, tax planning, and college planning. Currently, I have no formal education in business or finance. I saw a job I could potentially put my eye on in a few years - but I would need ...

I want to become a financial planner. How much of my first few years will be spent doing sales?

Tuesday, January 26th, 2010

spark2000 asked: I like the counseling, math and presentation (I have a PhD in physics) aspects of financial planning but I'm put off by the idea that I'll spend the first few years at a national company desperately trying to build a client base -- asking my relatives to sign ...

Are there any financial aids for females looking to start a truck driving career?

Saturday, January 16th, 2010

cweston_84 asked: I am a young female looking for a career change. I live in New Brunswick. I have been around trucks my whole life and think that I want to give it a try. My boyfriend is wiling to team drive with me so that I can ...

Which companies have good financial internships for college student during the summer time in the Boston area?

Sunday, January 10th, 2010

Travis Y asked: Or anywhere from central Massachusetts to Boston area. If anyone has good experiences of financial internships during the summer time in these areas please do share.

What is the difference between a Financial Analyst and a Financial Advisor?

Thursday, November 13th, 2008

sandy asked: The title says it all. Also, my head is a bit clouded of what i want to be in the future. I'm currently 18 years old in a Community College. I'm planning to transfer to Santa Cruz in Business Management/Economics. I heard a Financial Analyst helps plan and ...

How do I become a financial planner on my own without working for a company?

Sunday, November 9th, 2008

The Chief asked: Im getting ready to enter college this fall and I know I have a long time to go before im ready and knowledgable to open my own business but I would like to start planning and know the prerequisites now. I'm interested in starting a business in ...

How can I get required financial work experience to become a Certified Financial Planner while still teaching?

Monday, November 3rd, 2008

Storm R asked: I’m interested in becoming a Certified Financial Planner, but I’m facing something of a “Catch 22.” In order to complete the requirements for the formal certification as a financial planner, a person has to have 3 years of financial work experience. I’m currently a full-time ...

Does financial advisor positions being offered has time flexibility on when I could start working?

Saturday, November 1st, 2008

Clarom087 asked: What I mean is that, in any financial companies like AXA financial or Metlife, if they offer you the job as a financial advisor, is it possible to negotiate with them about my starting date? For example, if they offer me a job right now, will they accept ...