The best part of my career is how interesting it is. I love being able to look at the reports we show the clients and learn more about financial planning...[full comment]
Make sure to take courses in financial planning or any sort of financial topic - the base of knowledge will help you start out ahead. With so much to learn...[full comment]
"The best part of my career is how interesting it is. I love being able to look at the reports we show the clients and learn more about financial planning - why the advisers recommend the funds they are suggesting for the client's accounts, what constitutes a complete and prepared retirement plan, etc. This is all very interesting to me and I get a first-hand study of a huge variety of cases. The worst part for me is the occasional monotony - there are some weeks where it feels as though the reviews are all exactly the same, and I'm gong through the same motions 20-30 times, which gets boring and repetitive."
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"Make sure to take courses in financial planning or any sort of financial topic - the base of knowledge will help you start out ahead. With so much to learn in this field, any extra knowledge you can gain ahead of time is key. Consider an internship at a financial planning office during your college career to get your foot in the door and to get a feel of what it's like to work in the field. The environment isn't for everyone, so this is a helpful way to know if it's the right fit for you without committing to a job you're unsure about. A good knowledge of Microsoft Excel is a must to do well in this field. Strong skills in this program will help you get hired and will help you to succeed quickly in this field."
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