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Anonymous
I have a degree with finance major. Im looking into maybe joining a more comprehensive financial advisory company which offers wide variety of products - not just 1 particular insurance company/bank/investment company/asset management, any to introduce?
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Kyra Lim
Edited 21 Aug 2024
BDM at Finerty Academy
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Hariz Arthur Maloy
07 Jun 2019
Independent Financial Advisor at Promiseland Independent
You can join an IFA. There are a few in Singapore. I'm from Promiseland Independent one such IFA.
And I suggest waiting on CFP and just taking the CMFAS exams first and get on the ground experience. Liking the industry and surviving the industry is a different game altogether. Prospecting and getting clients is the hardest part of the business and CFP doesn't help you with that.
CFP is definitely good to have but not mandatory to start.
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To become a certified financial planner, you have to complete all the 6 modules through the education provider. You can find out more about the certification process here: https://www.finerty.com.sg/financial-planning-c...