Asked by Anonymous
Asked on 16 May 2019
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?
Top Contributor (Sep)
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.
on 16 May 2019