I want to be a certified financial planner and by april I'll have the educational requirements for a CFP, but absolutely no experience. I think I will also need to take either the CSC mutual funds course or the LLQP insurance licensing course. I can have either of these done by april as well. What sort of jobs will give me the best experience to become a CFP, but again will take me with no experience except sales and customer service?
What sort of jobs count as work experience towards being a financial planner?
A Bank or Building society!
Reply:You could try a bank. Sales and customer service are also very good though. Be sure to include any internships, volunteer work and any business related networking or organiztions that you have been involved with. Chamber of Commerce, Rotary, BNI, etc. Some financial service companies will hire you as an intern while you are still in school. This is a good way to get experience. I would start meeting people now. Get out and network.
Reply:Here is the link to CFP.org regarding work experience requirements. http://www.cfp.net/become/work.asp
This web site has lots of other useful information about the CFP process. Rather than believing everything your CFP school tells, sometime they could focus more on getting you to enroll rather than tell you straight answers, it is really important to find out the process of becoming CFP straight from the horse's mouse.
Best wishes.
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