We'd like to remind Forumites to please avoid political debate on the Forum... Read More » This is to keep it a safe and useful space for MoneySaving discussions. Threads that are - or become - political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!

How to become an IFA

skaff · 2008-06-08 13:00:23

Hi all I am currently in the Army (on tour in Afghan at the moment!) and after years of giving out free (and usually good!) financial advice it occurred to me that i am missing a trick here!! How do you go about becoming an IFA? What qualifications do i have to get and would you advise that i work for a company first to…

Options

Comments

koexelek Posts: 7,847 Forumite

12 September 2008 at 5:25PM

dunstonh wrote: »

Banks are interested in sales ability. Not qualifications. They will take on someone with no qualifications in financial services if they have a good sales track.

which is a good philosophy really.
A lot of boffins could pass the exams easily enough, but could not sell.

I am a Mortgage adviser
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.
0

This discussion has been closed.

★ ★ ★ Meet your Ambassadors

How to become an IFA

Comments

Confirm your email address to Create Threads and Reply

🚀 Getting Started

Categories

Is this how you want to be seen?

Get our FREE Weekly email full of deals & guides - and it’s spam-free