I am female, with 10 years senior management experience – good people skills and interested in finance. No longer feel challenged = need to be so. Would ultimately like to be based from home and to be able to work flexible hours.
Uncertain as to whether pursuing the CeMap or FPC qualification will offer the more flexible career choices.
Any advice – very welcome
what is financial services?? today, does that mean advice only for a fee?? if so, i feel that is rather limited in its reality.. i started out as a CPA-then felt i liked people more than paperwork-although accounting has both..i went into life insurance sales- straight commission , essentially..i felt life ins. is a great tool for protection, savings, disability, and tax advantages–it is most usefull in financial & estate planning, yet most people are never asked to buy any by anyone !!all most people have is group life at work !!this is a great way to start building a clientele-not easy, yet a real challenge & women are very security concious and can be good savers!! women like to deal with other women, so if you have good people skills, you would be a very good candidate for this !! insurance allows you to make your own hours after you are established, and work from home with flexibility-i went to all my childrens events at their schools-priceless , you bet !! after learning all my basic skills from my first company- i became an independent insurance broker-representing many different cos at the same time- studied and became an LUTCF-life underwriter training council fellow-3 yrs of study & exams-learned a lot!! much later became a CFP only to prove that i knew what i was doing, if the initials were important to folks-the world did not beat apath to my door after i became a CFP and you still need MUCH practical experience to go with those letters before you really know what you are doing !! if you could start part-time with a life ins co-that would be ideal to get a taste to see if you like it- otherwise it would be a big jump to change full-time yet it might be a solution to ALL your mentioned goals !! i am a retired Independent Insurance Broker for life, health,disability, and annuities and a retired CPA, CFP, & LUTCF…GOOD LUCK TO YOU- HOLLER BACK AT ME IF I CAN BE OF FURTHER HELP TO YOU-i spent over 23 yrs in insurance sales and loved doing it- helping others & really making a difference in peoples lives !!!!
what is financial services?? today, does that mean advice only for a fee?? if so, i feel that is rather limited in its reality.. i started out as a CPA-then felt i liked people more than paperwork-although accounting has both..i went into life insurance sales- straight commission , essentially..i felt life ins. is a great tool for protection, savings, disability, and tax advantages–it is most usefull in financial & estate planning, yet most people are never asked to buy any by anyone !!all most people have is group life at work !!this is a great way to start building a clientele-not easy, yet a real challenge & women are very security concious and can be good savers!! women like to deal with other women, so if you have good people skills, you would be a very good candidate for this !! insurance allows you to make your own hours after you are established, and work from home with flexibility-i went to all my childrens events at their schools-priceless , you bet !! after learning all my basic skills from my first company- i became an independent insurance broker-representing many different cos at the same time- studied and became an LUTCF-life underwriter training council fellow-3 yrs of study & exams-learned a lot!! much later became a CFP only to prove that i knew what i was doing, if the initials were important to folks-the world did not beat apath to my door after i became a CFP and you still need MUCH practical experience to go with those letters before you really know what you are doing !! if you could start part-time with a life ins co-that would be ideal to get a taste to see if you like it- otherwise it would be a big jump to change full-time yet it might be a solution to ALL your mentioned goals !! i am a retired Independent Insurance Broker for life, health,disability, and annuities and a retired CPA, CFP, & LUTCF…GOOD LUCK TO YOU- HOLLER BACK AT ME IF I CAN BE OF FURTHER HELP TO YOU-i spent over 23 yrs in insurance sales and loved doing it- helping others & really making a difference in peoples lives !!!!
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