Personal finance advisor - advice please

tjhavenith

Hi,
I am interested in learning about training to become a personal finance advisor and wondered if anyone on MSE would be able to help.

I have looked at the courses offered through the ifs School of Finance and they look interesting. Has anyone here trained with them?

Is it also the place of a personal finance advisor to offer ideas for how to save money?

Thank you all for your time,

Tim

PlutoinCapricorn

I am sure that someone else asked a similar question a while back - but anyway this seems like a good article:

http://www.moneywise.co.uk/forum/forum/general-moneywise-chat/how-to-become-financial-advisor

PlutoinCapricorn

Here is one thread - it might be worth doing a search for more:

https://forums.moneysavingexpert.com/discussion/4077539

tjhavenith

Hi PlutoinCapricorn,

Thank you for your replies. The MoneyWise link is really informative. Do you happen to know of any good books on personal finance? I'm currently re-reading the Personal Finance book from the Open University from a module I did a couple of years back.

Thanks

PlutoinCapricorn

How about this one, from the clients' viewpoint: your library may have it,

http://www.dummies.com/how-to/content/how-to-select-a-personal-financial-advisor.navId-323705.html

tjhavenith

Thanks, it looks like a really good book. I'll keep an eye out for a good deal on Amazon as the library don't have a copy.

DCFC79

tjhavenith wrote: »

Thanks, it looks like a really good book. I'll keep an eye out for a good deal on Amazon as the library don't have a copy.

Can you not reserve a copy online, if your local library doesn't have a copy they get it form a local library.