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  • Financial Advisor Training

    Financial advisor training for those who wish to work in South Africa’s financial systems and institutions is very specific. Though the laws used to not require a license and, in some cases, individuals can still work in this field without an actual university degree, that is becoming rare. Most clients and employers expect individuals to have the appropriate education, training and licensing in order to provide financial services. New laws have made it a requirement for those who provide financial services to have licensure. This is required based on the laws and the governing body of this field, the Financial Advisory and Intermediary Services Act.

    What Level of Education do you Need to be a Financial Advisor?

    When you are looking to become a financial advisor in South Africa, you will need to make sure you have the right level and education in the field to be able to get your license. This is not to say that you will not be able to pass the test if you do not go to school, however you will need to have some level of education from one of the following if you are to be able to get hired in the field. You will need tertiary education in commerce, finance, accounting or economics in order to be able to get a position in financial planning on any level. After you have finished your coursework in one of those fields you will need to begin your postgraduate work to become a CFP or certified financial planner. You will also need to pass your board exams and get your certification from the FSB or Financial Services Board.

    What Training do you Need to Become a Financial Advisor?

    As is the case with almost any position in any field on the job training seems to be almost necessary. There are many different ways to be able to do this as a financial planner. You can work with a firm and find a shadow. Here you will be able to work with someone and learn how it is that the business works. Here you will be able to get the hands on training and exposure to customers you will need to be able to learn and create your own business.

    Following in another planners footsteps and learning their methods can be quite beneficial. In this type of position your business and career can only be as lucrative as you make it based on how much you work and how many clients you are able to bring in and work with you.

    Moving Forward

    When you start to work on your own as a financial planner you need to look at all of the different options you have and how you will apply all that you learned and are able to do. Building your own business can be very good for you financially. You will also find that you will need to continue going on your education. You will learn that you need to keep taking courses to keep your license current and to allow you to be able to remain certified and legal.

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