Before You Begin - Find Out If You're Suited For Financial Planning

We want to help you make the most educated decision possible regarding your interest in financial planning. Before taking on the challenges of this program and career you should honestly evaluate yourself in relation to several basic traits which are often considered necessary for a person pursuing a financial planning career.

Is this course right for you?

Your Personality:

• You should consider yourself focused to improve your career and earning power
• You should not believe enrolling in either a 9 month or 18 month education program will be an issue
• You should be motivated and, in general, a self starter

Your Abilities:

• You have basic knowledge of computers and can effectively navigate the internet
• You are comfortable with financial concepts, handling money and finance in general

Your Time:

• You have an average of 7-12 hours a week to spend on coursework (to complete in 18 months)
• You feel this is the right time to begin an education program and are looking forward to succeeding

Is this career path right for you?

Your Personality:

• You could describe yourself as analytical and a good communicator
• You consider yourself good with detail and well organized
• You can meet and interact with many different kinds of people
• You enjoy the opportunity to work whenever you want, wherever you are

Your Abilities:

• You are a good listener
• You are comfortable interacting with people
• People trust you
• You are a good problem solver
• You have empathy for people and their life issues

Your Time:

• You have determined your goals for the next 2-3 years
• You strongly believe that this is the perfect time to pursue a career in financial planning
• If transitioning from another career, you absolutely feel that this is the right time to make a change