How To Be a Financial Advisor Without a Degree
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- Опубликовано: 31 июл 2024
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⚡ CHAPTER MARKERS FOR THIS EPISODE -
0:00 Do You Need a College Degree to be a Financial Advisor?
0:59 The Traditional Route with Finance background
3:52 Some college or no college
5:45 Career Changer with no Finance background
#financialadvisor #financialplanner #cfp
I am actually proud to say that I do not have a college degree! I started in school as a pre-med, biology major and was not passionate about it at all. At 21, I started working at a hotel when I was offered the sales manager position and then an Assistant GM. At 25, I took a job with Bank of America as a banker and worked my way up to Branch Manager. Finally at 30, I accepted a job with Edward Jones as a financial advisor. I personally feel like I got to this position based on my work ethic and business savvy and I wear that like a badge of honor! I may get one in the future but I don’t feel like its holding me back from anything I want to do.
You absolutely should where it like a badge of honor @Christiana! Good for you!
Would love to have you in the community: www.jumpstartcoachinglab.com/community-resources
Hi, I love this, I plan on becoming a financial advisor also coming from another sector. Glad to see you found your passion, I feel as though it is my passion also!
Literally in the same boat. I’m 21 going to school for nursing (bio major) but just decided to drop it to become a financial advisor
1:02 Scenario #1- the traditional route w/finance background
3:54 Scenario #2- some college or no college
5:48 Scenario #3- career changers
Thanks for you videos man, I found your channel when I started looking into being a financial advisor. You are guiding me through all of this and I cant express my gratitude enough.
This guy is amazing....Why aren't more people looking into him?
Thanks! Would love to have you in the community: jumpstartcoachinglab.com
Right?!
Great video thank you for the advice!!!
hey man haven't even finished the video yet and love your energy man! keep doing you good vibes to you brother
I appreciate that!
Great vid. Thanks! Definitely scenario 3.
Join the community facebook.com/groups/beingafinancialprofessional/?ref=share
I appreciate you doing this video I asked you something like this weeks ago!!!!
Thanks for all the content!!!
You're welcome Robert!👍
⚡️ Join the community to jumpstart your career in financial services! start.jumpstartcoachinglab.com/
Scenario 2 and excited!! Ur videos have really given me a lot of hope and excitement for this industry. I want to continue my major in Business Management and look for an internship or mentor position so i can finally get my feet wet. Very excited and thank you👌🏽
Best of luck! @Diego.
This community has a bunch of like-minded individuals you might like to hang around: www.jumpstartcoachinglab.com/community-resources
Thank you very much! Your video was very encouraging especially since I have college experience but my college shut down so I kept to full time working. I am a career changer and starting over
Join the Facebook group:. Https://facebook.com/groups/beingafinancialprofessional/
Very well!
Scenario 3: raises hand that’s me
I’m a Chemical Engineer working in Sales being burnt out where awful companies use and abuse you. I’m talking being told you are required to work weekends and nights and being told you need to field calls in the middle of the night. Having to fly and drive all over the country.
Thank you so much for this information. I subscribed.
Go to jumpstartcoachinglab.com and download the cheatsheet so you can be notified of the next challenge
So I just graduated college 2 years ago with a history degree for teaching. Due to the pandemic I tried selling life insurance but was more interested in overall finance such as advising, analyzing, or even trading. Would it be better to go back to school for something more related like finance or economics? Or try one of the last 2 scenarios in this video? I'm 25 btw. Sorry for the long question and comment.
Get in my free community:. www.jumpstartcoachinglab.com
Just started back in school about 3 years out from a finance degree. Is there anything else I can be doing to prepare myself for being an CFP?
#1 piece advice I give to everyone is to find a mentor.
Yeah I need
Thank you so much, Dominique! I actually didn't think it was possible to break into finance without the degree. I'm a career changer (Bachelor's in English, working in Higher Education for the last 5 years). I really want to help people succeed with money and live more fulfilling lives, but going back to school and adding on more debt does not sound appealing at all. How would I go about finding volunteer opportunities within the finance industry? Is that something I can do with a full-time job? Thank you, again!
Scenario 3 people are always welcomed into my community Jocelyn😊. Hop into the Facebook group for more info: facebook.com/groups/beingafinancialprofessional/
@@DominiqueHendersonCFP I will! Thank you so much :)
You took the words right out of my mouth.... kines major, career change to account payable and now looking to do more in finance/accounting.
Still paying for the first degree not trying to get in more debt.
Hi. I’ve been an actuary for 30 years and really burning out on this profession I’ve always had enjoyed helping people and I feel like I’ve got a lot of financial skills but I don’t have the CFP degree rather I’ve got a fellowship in the actuarial society and a masters in financial engineering. What should my next move be?
Impeccable timing...
jumpstart.mn.co/share/0SHTgMtF0XNJNeae?
Well since I just started college I was looking to do 2 years of Finance courses and then 2 years of working in a finance-related job and then go back to college again is this a good idea.
People get internships and do this all the time
the info you clicked for starts @3:52
You make a mean video, sir.
Hey man, I'm a Vet looking to make a career change to be a financial advisor. I absolutely LOVE finance and helping people, but have no idea how to start
Thanks for watching and for your service. My advice for anyone trying to get started is to register for the make the leap challenge vs.try on your own www.jumpstartcoachinglab.com/make-the-leap-challenge
I am a think number 3
Hi, I'm currently in college and I want to become a financial planner but I'm really confused about the exams to take first and when to start. I was your videos and I am hoping you can help me out. Thank you
Join the community. Https://www.jumpstartcoachinglab.com/links
I'm currently a 16 year old Junior in highschool and know for a fact this is my dream job. I'm planning on getting a 4 year degree, is there anything I can do now to help me down the line or jumpstart my career?
Much love,
Caleb
Attend a school with a financial planning program
I will soon be retiring as a police officer. I've always been interested in finance. I want to start a retirement coaching program at my police dept and maybe expand into financial planning. I have an associate's degree not a bachelor's degree and it's in criminal justice. I'm looking for help or ideas. To assist fellow coworkers with our retirement options/questions and financial products available to employees do I need licensing? Im sure there are many pitfalls, so I'm also looking for strategies to move forward. Thanks for your video!
Hey Brian thanks for watching!. Book a session with Dom so he can get you all the answers you need. calendly.com/djhcm/consultation
2-3
I do taxes and would like to offer financial planning to my clients. How to get started? Thanks
Complete this form and we’ll be in touch: www.domhendersonsr.com/ria-consulting
I am 40 years old and I’m thinking study financial advisor, it’s right decision? Or is a long career
Join the community. That's the best way to find out:www.jumpstartcoachinglab.com/community-resources
Hello I just want give financial advice and stock portfolio reviews what license is needed
I answer questions like this in my free community. Join the community for Q&A: jumpstart.mn.co/
I'm an IT graduate, can I be a Financial Advisor?
Yes. And it might be easier with one of my programs:facebook.com/groups/beingafinancialprofessional/
Can i get the bachelor degree in an online school?
Lots of schools offer online programs so why not?
Hey Im new to your channel. But I’m really interested but don’t know where to start. I’m 26 years old. Is it too late for me.
No way... you're a baby🤣
Join my community www.jumpstartcoachinglab.com
I have some college credits, from a couple of years ago but am far from graduating. Now i'm planning on finishing my degree but I have a family. Currently, I'm looking at licensing or certifications. Are there any that you'd suggest for me to look at?
SIE, Series 7 and Series 65
Definitely should register for my next webinar to help you avoid the 3 biggest mistakes of financial professionals: www.jumpstartcoachinglab.com/3-biggest-mistakes-webinar
Is business administration a good start?
Any start is a good start :-)
CPA Canada says you need degree, and FP Canada says you need 10 years of work experience or a degree for CFP or a 2 year college diploma for QAFP.
www.cfp.net/get-certified/certification-process/education-requirement/certification-coursework-requirement/verify-your-education/certification-from-outside-the-us
Hi Dominque! Thank you for this video!! I'm currently a teacher and I'm getting in that burned out phase of my career. I was looking through articles about career changes for teachers and one thing led to another and I'm here on your page. I have been working on my finances and as I have been seeing progress, I've been wanting to help others with their finances as well. Considering how I'm not trying to add more to my student loans, how would I go about finding volunteer opportunities within the finance industry? Thank you again!! :D
Join the free community: jumpstartcoachinglab.com/ and then schedule some time with Dennis McCarson. He's in charge of community development and he can help.
Does the CFP exam check whether your degree is real?
Why?
@@DominiqueHendersonCFP Because I don’t know whether they check
I'm a career changer and I'm also looking to move out of my state that I'm currently in
Download the cheatsheet: www.jumpstartcoachinglab.com/cheatsheet
5:50
I feel attacked why you calling me out 😂
Edit: For reference, I was studying to be an engineer, literally on my last year or so in and switched over to start doing this instead
LOL. thanks for listening!
Scenario 1 but I feel like I'm changing careers for some reason
Make sure you join our facebook.com/groups/beingafinancialprofessional/
Very helpful video. I was going to community college years ago, then went into the Navy (I had a child to provide for). After college I got into an Ironworkers apprenticeship. The total pay package is $82 and hour. Hard on your body, but hard to walk away. In 2010 when was bad I got my Insurance agents license, but it seemed like a very dishonest was to make a living. I have been an independent investor for many years, and would like to take the series 65. I will be retiring in 5 years, and would like to be a financial advisor. Currently with co-workers, friends, and family I'm the go-to guy to ask about investing, or go over old Ironworkers retirement plans. Any tips at starting this at 50? I just found your channel and look forward to enjoying your videos.
I think my target would be going to the union halls of the trades in my area, and working with the apprentices that will have an annuity/pension, but don't know about personal savings. Is it possible for me to earn a living doing this? They could relate to me, and I can speak to them in langue they understand. The majority of guys in my line of work are party animals, former gang members, bikers, etc. and looking to these trades as a way out. They learn a good money making skill, but most don't know how to save properly for their kids college, or retirement. Any tips please!!!
Thank you.
John - I'm glad you found the channel.
1. Definitely never too late to start.
2. The fact that you have a service "niche" or people group to associate with is great.
3. If you will be giving financial advice you need to make sure you state only requires a Series 65.
I've got a free guide located here, that you may want to check out:djh-capital.com/jumpstart-career-guide
@@DominiqueHendersonCFP Thank you so much. I look forward to following your channel. So far I'm impressed. There are a bunch of guys on here that clearly read something, repeat it, and tell you how rich they are. Other than following you now I like PPCIAN, and the Independent Investor Channel. I may pick your brain again in the future if you don't mind. 1 thing would be book recommendations.
John Okeeffe keep your eyes peeled. Doing an entire show on book recommendations later this month👍🏽
3
Thanks for watching. book some time with our team: calendly.com/dennis-jumpstart/
Scenario 2: I'm 24, I work security. I only have a high school degree. I have been working on own my finances these past years. Helped my older brother with his finances by increasing his investments. My goal is to help low income families like mine. Educate them about money and help them allocate their money in the right places.
That’s great. Next week I’m teaching how someone can be a financial professional with little to none of the traditional requirements www.domhendersonsr.com/superstar-challenge
ChFC
Need help I think I got scammed
Would you be able to help me out !!??
calendly.com/dennis-jumpstart/