Anonymous
If I pass all the exams to be a Financial Advisor, does that technically make me a qualified person to give financial advice, or do I have to be with a firm first?
Wondering what would be the requirements for me to be considered qualified to give financial advice?
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Elijah Lee
28 Feb 2021
Senior Financial Services Manager at Phillip Securities (Jurong East)
Hi anon,
You need to get your RNF code first before your can be licensed to formally provide financ...
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You do have to join financial advisory and apply for your RNF before you can provide financial advice. Agencies do cover your exam fees and also provide study/mock papers so you can clear your papers with ease. https://insurancejobs.sg/insurance-exams/