My grandfather was a financial planner who worked for a company that sold products?

July 23, 2010 by admin · Leave a Comment
Filed under: Financial Services 
day planner
Bryan asked:


what are this products, like mutual funds and bonds? What about stocks, how can a company have it’s own stocks to make a commission on. If someone could just tell me the whole day to day routine of a investment planner that would be great.

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How do financial planners get paid?

April 25, 2010 by admin · 4 Comments
Filed under: Financial Services 
planners
Sarah J asked:


I have had a financial planner for six years, but never paid him. Does he get paid by the mutual funds he sells?

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Is it true that Financial Planners have no Uni degrees and training?

April 19, 2010 by admin · 4 Comments
Filed under: Financial Services 
planners
Mara asked:


Is it true that they only are a type of sales people, who sell services for credit providers?
Is there a course or a degree in Financial Planning that people take?

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How much does a wedding planner make in Las Vegas?

April 11, 2010 by admin · 2 Comments
Filed under: Financial Services 
planner
Potchee asked:


I am going to be a certified wedding planner. I am thinking about moving out to Las Vegas for a year or so to gain experience since there are so many weddings out there. What is the average income for a wedding planner in Vegas?

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Where do I start out to become a wedding planner?

April 10, 2010 by admin · 3 Comments
Filed under: Financial Services 
planner
Lola11 asked:


I currently have a 9-5 office job, and I feel like it’s time for a change. I would love to be a wedding/event planner, but have no idea how to start or get my foot in the door. Any suggestions?

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What qualifications does a person need to become a financial planner?

April 7, 2010 by admin · 1 Comment
Filed under: Financial Services 
planner
sb0983 asked:


What qualifications does a person need to become a financial planner? Is being a financial planner a salaried job or just strictly a commission job?

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What is the best route to becoming a financial planner with a non-business major?

April 6, 2010 by admin · 2 Comments
Filed under: Financial Services 
planner
kman2213 asked:


I have a business administration minor and have worked in the banking, accounting, and insurance fields the past 5 years. I’m not sure if I should just take some courses to get a B.S. Finance, get an MBA, or just take a financial planner certification program.

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What is it like being a Financial Planner? Is a CFP or MBA more valuable in this field?

April 5, 2010 by admin · 3 Comments
Filed under: Financial Services 
planner
Johnny asked:


Hello!
I am interested in persuing a career path in the Financial Planning field. I am 26 now, and currently a Financial Planner in a Fortune 50 company. However, I’m questioning whether I want to work in corporate America all my life, or if I want to persue a career path in more “private” financial planning – mainly for individuals.

So for those of you who are Financial Planners right now – whats it like? What are the best aspects…and the worst aspects….of your job? Is getting the CFP worth it – or is an MBA more valuable? I’m questioning right now which path to take – 1) get an MBA or 2) get a CFP ($$ is not an issue since my company will pay for my full education).

Any insight you could provide into the field would be greatly appreciated. Thank you!
Only one answer? Are there any Financial Planners out there?????

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Can a bank manager or financial planner answer these questions for me?

February 22, 2010 by admin · 2 Comments
Filed under: Financial Services 
planner
Lesley G asked:


Can a bank manager or financial planner answer these questions for me?
1. What are the implications of having either a positive or negative credit history? (Ask for specific examples.)
2. What would constitute a responsible use of credit?
3. What are three (or more) inappropriate uses of credit?
4. When selecting a credit card, what factors should one consider?

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

February 20, 2010 by admin · 2 Comments
Filed under: Financial Services 
planner
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 high school social studies teacher, and would like to make the transition to the new career as quickly as possible after I retire from teaching (in about 10 years). What can I do while I’m still a full-time teacher to get the financial work experience I need so that I can make the transition to a Certified Financial Planner without having to spend 3 years getting this experience after I retire from teaching? Thanks in advance for your time, ideas, and information.

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