FINANCIAL ADVISOR

Nature of the work In-person meeting Get clients Seek advice Working hours Work from office and/or home

Education Associate or Bachelor Degree in - Accounting, - Banking, - Business Administration - or Insurance Courses for licenses, qualifications & certifications

Classes needed Introductory Financial Advising Course Accounting Course Risk Management Course Investment Planning Course Retirement and Employee Benefit Planning Course Estate Planning

Licenses Financial Advisor License Certified Financial Planner Certificate Chartered Financial Consultant

Personal skills needed Strong math skill Analytical skill Interpersonal skill Computer skill Presentation skill

Salary Average annual salary $57,100 50% range from $43,600 to $76,620 10% less than $34,570 10% in excess of $108,060

Job Duties Identify Client's Specific Needs Develop Financial Plans Recommend appropriate FPs Helping client execute FPs Meet client’s needs

Job outlook 41% higher than the national average for all job Salary 42% higher than average 37% job growing in a decade

Other Information The 3rd Best Job in US according to Money Magazine Beginning step - Get job in banks Train yourself, eg. From CNBC, Yahoo Finance, CNN, Wall Street Journal, Money Magazine, etc.

Other Information Famous Financial Advisors: Warren Buffett-1930 $68B asset world greatest investor and adviser Jim Rogers driving car around the world John Paulson he earns $5B

Prepared by: Stone Linda Jean Monique Tasha