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CeMap qualifications as career choice please advice

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Comments

  • manuce
    manuce Posts: 28 Forumite
    Thank you ACG and Robbo for valuable advice.
  • kingstreet
    kingstreet Posts: 39,439 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    In August I'll have spent thirty years in financial services, which I've done since 18.

    If I had the time over, I would not enter the industry again.
    I am a mortgage broker. You should note that this site doesn't check my status as a Mortgage Adviser, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice. Please do not send PMs asking for one-to-one-advice, or representation.
  • amnblog
    amnblog Posts: 12,784 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    Robbo33 wrote: »
    I could well be pretty good at it, and I would enjoy a different challenge. I am a bit geeky and am quite interested in financial products and such, I think I would like to be able to match people up with the right product etc, and all the stuff that goes with it.

    Being an Adviser is not about being interested in the technical side Robbo.

    You have to convince people to do business with you. If you cannot do that you either, get the sack if you are employed, or starve if you are self-employed.

    In the old days - before everyone got pretentious and precious we used to call that selling. It was selling that got people insurance to protect their families and funds into their pension plans.

    If you are not sure you can sure you sell consider a background roles such as a para-planner.

    A para-planner is someone who puts together and monitors investment portfolio suggestions for an IFA. For that kind of role 'geeky' is king.

    Qualifications for that are well above the basic CMAP level.
    I am a Mortgage Broker

    You should note that this site doesn't check my status as a Mortgage Broker, so you need to take my word for it. This signature is here as I follow MSE's Mortgage Adviser Code of Conduct. Any posts on here are for information and discussion purposes only and shouldn't be seen as financial advice.
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