A Day in the Life of an IFA: Navigating the Financial World

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  • Опубликовано: 14 дек 2024

Комментарии • 5

  • @jacknottingham9492
    @jacknottingham9492 2 месяца назад +1

    What sources do you use for reviewing market news??

    • @Louise.Fitzgerald_IFA
      @Louise.Fitzgerald_IFA  2 месяца назад +1

      Market publications such as Professional Adviser, The Financial Times, Citywire, and other publications are good to keep up to date

    • @jacknottingham9492
      @jacknottingham9492 2 месяца назад

      @@Louise.Fitzgerald_IFA Thank you Louise. What advice would you give to someone starting the diploma in regulated financial planning, with the end goal of being self employed asap?
      I appreciate your time and comments.
      :)

    • @Louise.Fitzgerald_IFA
      @Louise.Fitzgerald_IFA  2 месяца назад +1

      @@jacknottingham9492 Great question! Here are a few tips to get started:
      1. Focus on understanding, not just passing: The diploma gives you the technical foundation, but truly understanding the material will help you in the long run, especially when you're self-employed.
      2. Network early: Build connections with other professionals, mentors, and potential clients from the start. Your network will be invaluable when you go solo.
      3. Start planning your business now: While you're studying, start laying the groundwork for your self-employed practice. Think about your niche, marketing, compliance, and client acquisition strategies.
      4. Stay organised: Balancing studying and planning your self-employment path can be tricky, so use tools like study schedules and business plans to keep on track.
      5. Get real-world experience: If possible, gain practical experience alongside your studies, whether it's through internships, shadowing, or part-time roles.
      Good luck, and feel free to reach out if you need more advice!

    • @jacknottingham9492
      @jacknottingham9492 2 месяца назад

      @@Louise.Fitzgerald_IFA Thank you Louise! This is invaluable advice.