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ขั้นตอนสู่การเป็น Financial Advisor

ขั้นตอนสู่การเป็น Financial Advisor

Phillip Smartประกันชีวิต, วางแผนการเงิน, เงินออมผลตอบแทนสูง, , , ,

FA หรือ Financial Advisor คือ มืออาชีพที่ให้คำปรึกษาในการบริหารเงินของลูกค้าเพื่อให้ลูกค้าบรรลุเป้าหมายที่ตั้งไว้ในชีวิต การบริหารเงินนี้รวมไปถึงการให้คำแนะนำเรื่องการเก็บออม การทำประกัน การวางแผนการศึกษาบุตร วางแผนเกษียณ รวมไปถึงแนะนำการลงทุนในหุ้น กองทุน อสังหาฯ ฯลฯ เพื่อให้เงินเก็บของลูกค้างอกเงยอีกด้วยครับ

และก่อนที่คุณจะเป็นที่ปรึกษาทางการเงินได้นั้น ลองมาเช็คลิสต์คร่าวๆ ด้วย 6 ขั้นตอน สู่การเป็น Financial Advisor ได้เลยครับ

1. เข้าใจหน้าที่ของ FA
2. ตรวจสอบว่าตนเองเหมาะกับอาชีพนี้หรือไม่
3. เพิ่มพูนความรู้และทักษะ
4. สอบ License
5. เลือกพาร์ทเนอร์ที่อยากร่วมงานด้วย
7. ออกไปหาลูกค้าคนแรก

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