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How To Become A Financial Adviser financial advisor

by mytholimytholi



Check out my gear on Kit: I get asked at least once per week for advice on how to become a financial adviser, and for ages, I’ve …

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How To Become A Financial Adviser

How To Become A Financial Adviser

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How To Become A Financial Adviser
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47 comments

meerab ilyas 13/09/2021 - 5:38 Sáng

What do you have to study in GCSE to become a financial advisor

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goodgirlsguide 13/09/2021 - 5:38 Sáng

What's a BIBA?

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goodgirlsguide 13/09/2021 - 5:38 Sáng

Omg. We used to pay our insurance on the door this way too. My sister would talk the ears of the young guy. It was Britannica.

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raptor king 13/09/2021 - 5:38 Sáng

Thank you for the information one step forward to my career in the financial field to help me help others.

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Josh Dawson 13/09/2021 - 5:38 Sáng

Pete, I’m currently a 20 year old going. Through a Politics and Economics degree with a lean into econometrics. I’d love to get into this field and was wondering to what extent this degree would help or hinder me and to what extent I would be employable if I took the Level 4 as a replacement for a Masters. Is this the kind of career you can enter as a first job, or would you recommend getting a few years in other office jobs before I take the leap.

Thank you for all the content you have given to us for free in videos like this.

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jake anderson 13/09/2021 - 5:38 Sáng

Great video Pete! In your option, is it possible to become a financial advisor for someone who hasn’t completed high school? I left school before completing my A levels, but have been successful in a number of sales positions since then and possess great people/relationship building skills. Would you hire someone based on this?

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Matthew Peoples 13/09/2021 - 5:38 Sáng

I was in my second year of university, when I watched this. It really helped me in deciding to pursue my passion of becoming a financial advisor over a boring job in cyber security. I managed to get a position in a financial planning firm despite any experience or relevant qualifications and purely just a passion for personal finance. I start next week! If I could give anyone any advice on getting a position, I would say don't bother just trying to apply for graduate positions. Take some initiative, call these companies up! It's how I managed to get my job. Emailing companies is also not going to get your personality across. Financial Advisory is all about people skills, so go prove to these companies you have them. If your absolutely getting no where, then consider spending the money on the certifications. You'll stand out.

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King 13/09/2021 - 5:38 Sáng

Get some timestamps on this video!

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Sam TotableAlarm30 13/09/2021 - 5:38 Sáng

I am thinking about starting a Business | OCR Cambridge Technical Certificate in Business | Level 3 at college in the U.K. will it help me to become a financial advisor onwards?

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taekiotan 13/09/2021 - 5:38 Sáng

Thank you for sharing, I'm researching career options (I'm 19 and a business major) and this is definitely helpful. I feel like this work would be very rewarding

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Karan Panesar 13/09/2021 - 5:38 Sáng

Can you become a financial advisor in the UK by doing the CFP?

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george hill 13/09/2021 - 5:38 Sáng

Thank you for sharing this information. This was very insightful. As a current Accounting and Finance student, do you have any advice on what the best steps after university would be in order to become an advisor/planner?

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Aaron Stephenson 13/09/2021 - 5:38 Sáng

I have been an engineer for 7 years and after breaking my arm just before lockdown I had plenty of time to think. During my time at home I was frothing for some physical or mental learning! I saw an advert from online trading so I started learning a lot about finances through this, I decided I'd had enough of engineer so I have started my journey in Financial advice and started my CISI course. I cant wait for this journey.

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Lemar rr 13/09/2021 - 5:38 Sáng

I’m in my final year of my bachelors in Accounting and finance. Would it be feasible for me to try and become a financial advisor, or should I have started much earlier

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Chukwudi Uraih 13/09/2021 - 5:38 Sáng

Thank you

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victor kithenya 13/09/2021 - 5:38 Sáng

This is very interesting.Thank you for sharing.

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Idk Idk 13/09/2021 - 5:38 Sáng

Stop waffling

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Greggs 13/09/2021 - 5:38 Sáng

I am a LIBF Alumni and the DipFA is something I am thinking of doing.

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Rashad 13/09/2021 - 5:38 Sáng

Thank you I love you, great help

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Financial Advice Made Simple 13/09/2021 - 5:38 Sáng

Interesting to see the lesser amount of Financial Advisers compared to Accountants and Solicitors in the UK. All three work well together as core Professional connections for clients on any stage of their Financial Journey.

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WealthyMinds Podcast 13/09/2021 - 5:38 Sáng

This video was so helpful! I'm currently studying towards the diploma and have been documenting my journey so this is really encouraging!

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Kynadi Edwards 13/09/2021 - 5:38 Sáng

Hello my name is Kynadi Edwards. I am currently 19 years old and I just recently graduated high school. I'm enrolling into online school for the personal convenience. I know that I will be deprived out of opportunities and alliances by not attending university. But this is the best I can do for myself right now. High school was a really tough experience for me. I was bullied and socially isolated. I was supposed to graduating last year. But because of my circumstances I was held back another year. I wanted to drop out. I felt worthless. At 18 I thought I would be a failure. But I now realize that I am more of that. I know I can be more of that. It is my duty to do so. As a young black woman who will soon be competing in a predominantly white male field, I know I will be held back just for the color of my skin. Not how intelligible I am, not because of work ethic. I know that I will have do deal with the racism, sexism, and misogyny in this field. But I have to I need to break the glass sealing. I don't want to become another statistic. I hope when I reach your age that there is more diversity. So I know this video will help me. Thank you.

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Liam Halford 13/09/2021 - 5:38 Sáng

Looking at this in 2020, It's very useful to me still! Thank you.

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Joseph Corcoran 13/09/2021 - 5:38 Sáng

Thanks this is really helpful, recently passed my CII Diploma in Regulated Financial Planning and have been struggling to find a good idea of where to go next in my career. Thanks

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Simon Tan-TJX 13/09/2021 - 5:38 Sáng

GaryV! He is a wonderful person! Also, could you give some advice on what I can do now to learn in detail things about financial planner/advisor? Is the first step learning and trying to get a 'certificate in financial services'? Thank you very much for your incredible video!

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Tédia Rosarion - Finance 13/09/2021 - 5:38 Sáng

It interest me so much I'm in Canada though any body has info on that ?

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Jesse 13/09/2021 - 5:38 Sáng

Serious question, do you think that someone who is relatively unacademic (thick) could make it as an advisor? I'm eager to chase this CII diploma, but I need to know if I'm out of my depth as a someone who didn't do well at school. Brutal honesty would be appreciated.

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Slayn Zawin 13/09/2021 - 5:38 Sáng

Does a UK degree in business mean anything in terms of getting a foot hold in the industry or equating to the levels required?

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Joseph Scott 13/09/2021 - 5:38 Sáng

Nice video sir, ive just passed the fsre exam with libf – a first hurdle in a great industry!

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Poorna Gunasekara 13/09/2021 - 5:38 Sáng

Thank you , really helpful, keep it up

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Marcus17107 13/09/2021 - 5:38 Sáng

Do you have to do all 1-3 before you can take a level 4 cii diploma

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Ken Adams 13/09/2021 - 5:38 Sáng

Hi there, new subscriber to your channel and thanks for the great content.

I have a question or two if I may?

As a 43 year old retired professional golfer I've been looking into a new challenge and possibly starting my level 4 diploma as a financial advisor (planner) but just wondered in your opinion would it be a realistic undertaking or is it something you need to have had years more experience in (I also have two young children!)

Also I was looking to start the London institute one but you say this maybe not as good as the cii? I just found the information and website easier to navigate (probably says more about me though)

Many thanks in advance anyway if you get the time to respond.

Kind regards.

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Tyler Austin 13/09/2021 - 5:38 Sáng

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Mister Lairo 13/09/2021 - 5:38 Sáng

Thank you for your video.

You sort of touched on this. Will a financial adviser starting out today be able to compete with the Robo-advisors (who are cheaper etc) that also offers a human contact option too going forward and as technology gets better? Will it still be a great overall career?

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Matt 13/09/2021 - 5:38 Sáng

Great video Pete. I'm halfway through my CII Diploma and loving these videos! They're much help with my transition from from trainee paraplanner to paraplanner and eventually adviser.

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Amr Elhadd 13/09/2021 - 5:38 Sáng

Can you enter financial advisory with an IMC?

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Jason Ashley 13/09/2021 - 5:38 Sáng

Really useful and practicable advice, thanks for putting this out there!

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Sham Yapa 13/09/2021 - 5:38 Sáng

Brilliant, comprehensive summary. Thanks for taking the time to produce this.

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Anthony Wratten 13/09/2021 - 5:38 Sáng

Wow amazing post Pete went on cii for level 2 award could you recommend ant books or webpages I can go on for learning or practice test
Thank you

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chris bis 13/09/2021 - 5:38 Sáng

I currently have a business development job within financial services, I constantly speak with advisers and learn lots from them whilst trying to get them to use our products. I am looking to do my exams however I am unsure if the job I have is going to help me get a job doing admin or even a trainee advisor if possible. What do you think?

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hardchoice19 13/09/2021 - 5:38 Sáng

Thx for this clearly articulated walkthrough of the profession. Gold!

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Daryl Sivell 13/09/2021 - 5:38 Sáng

Great video thank you so much! I've just graduated with a business degree, I have a level 3 certificate
from CISI and have started the level 4 diploma from CII and really want to be a financial advisor/ planner. I'm looking to work within a financial institutions but having difficulty finding opening's do you have any suggestions please?

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Liam Flow 13/09/2021 - 5:38 Sáng

I'm coming from a different perspective, I'm a teacher and coach living in a "problematic" area of London which I love btw. I myself am doing well but feel so many in my community would benefit from having someone sit down with them. I reckon I'll do the diploma anyway – for fun as i love learning but in the sense of gaining more insights would citizen advice be a starting point? Or any other ideas? Fantastic episode btw, really well thought through

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ArturOfSoton 13/09/2021 - 5:38 Sáng

Fantastic video! Really helped me in trying to understand if becoming a financial adviser/planner is really for me and what that process would entail 🙂

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KDF Investing 13/09/2021 - 5:38 Sáng

So i cant just make a contract and have someone sign it and take 1%? As i help them save and grow their money?

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Lukas Povilonis 13/09/2021 - 5:38 Sáng

Easy to listen, and nice podcast

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