Personal Financial Advisor Career Information

Video Transcript

"One of the most important things about becoming and staying a financial advisor is it's imperative that you keep your education current. One of the most frustrating things is that you find out that your continuing education, which is mandatory in this business, even when you get your licenses, and that includes your 7's, your 63's, your 4's, your Certified Financial Plannings, your Chartered Life Consultants; all the different levels of financial planning that are out there; once you get those under your belt, you have to go back every year and attain a certain amount of continuing education. That's a really good thing, because the law changes a lot around finances, and regulations change, and so, in order to stay current with the laws, they require that you do CE, and if you want to choose this career, please be aware; it's not like you just get your license and then it's all over. You are going to be spending every year getting continuing education, and that's probably the most important thing. The other thing is to be very open to new products, and new ideas, and new ways of managing money. The IRS is changing laws all the time, and congress is working with those changes, and so being open to new ideas and new opportunities in money; it will really help you be flexible in an evolving career."