I qualify for it bec. of past work experience. I was just wondering whether it would be worth pursuing and using in financial planning. Should I even bother?
It's absolutely worth it to pursue a career in financial planning. Having pursued all of my professional designations at (http://icfs.com/), plenty of opportunities have been presented to me because of my additional education. I am a licensed and experienced financial planner and a lot of my success came from my decision to attend school to gain more financial literacy in the CFP background. Really weigh out your pros and cons with this one. Yes, it will take quite a bit of your efforts and time to go down the route of pursuing a Certified Fraud Examiner (CFE) designation, but the future benefits will surely outweigh this timely pursuit. Good luck to you! I hope that this helped!
I'm at EJ now in my 3rd year. I'm in a difficult market for EJ and I'm a true scratch starter. I'm above expectations, but getting tired of hunting money. I'm considering going to work at Wells Fargo, who has a huge presence in my town. The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ. Am I clueless or is the grass really greener? If you're at WF or at another bank, please give me your thoughts. ...More
Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More
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Hi Rodee,
It's absolutely worth it to pursue a career in financial planning. Having pursued all of my professional designations at (http://icfs.com/), plenty of opportunities have been presented to me because of my additional education. I am a licensed and experienced financial planner and a lot of my success came from my decision to attend school to gain more financial literacy in the CFP background. Really weigh out your pros and cons with this one. Yes, it will take quite a bit of your efforts and time to go down the route of pursuing a Certified Fraud Examiner (CFE) designation, but the future benefits will surely outweigh this timely pursuit. Good luck to you! I hope that this helped!
-Rich