10 Comments
 

1) You usually need courses in Linear Algebra III, Abstract Algebra, Real Analysis, ODE, Multi variable Calculus and Stochastic Calculus. Partial Differential Equations wouldn't hurt either. Financial planning has become increasingly quantitative over the past decade do to the portfolio modelling thats involved in the process.

2) The CSC and CFP will satisfy the minimum requirement. Most financial planners at my bank's branch have an MBA from either Schillich or Rotman, or a Masters in a quantitative field such as Mathematics, Statistics, Computer Science or Engineering. In addition, I recently met Financial Planner had a PhD in Astrophysics from MIT. Brilliant guy- he was a baller at the TD bank branch besides the No Frills supermarket in Scarborough.

3) I'm gonna skip this one. It's mortifying to think that you'd even ask such a question.

4) I started at $85,000. Evidently, I'm really good at my job or I'd be out of one. I am a fucking millionaire. It's a weird thing to hear, right? I'll tell ya. It's a weird thing to say... And guess how old I am. Twenty-seven. You know what that makes me here? A fuckin' senior citizen.

5) What do you think?

6)

I win here, I win there...
 

[quote=Bi-Winning]1) You usually need courses in Linear Algebra III, Abstract Algebra, Real Analysis, ODE, Multi variable Calculus and Stochastic Calculus. Partial Differential Equations wouldn't hurt either. Financial planning has become increasingly quantitative over the past decade do to the portfolio modelling thats involved in the process.

2) The CSC and CFP will satisfy the minimum requirement. Most financial planners at my bank's branch have an MBA from either Schillich or Rotman, or a Masters in a quantitative field such as Mathematics, Statistics, Computer Science or Engineering. In addition, I recently met Financial Planner had a PhD in Astrophysics from MIT. Brilliant guy- he was a baller at the TD bank branch besides the No Frills supermarket in Scarborough.

3) I'm gonna skip this one. It's mortifying to think that you'd even ask such a question.

4) I started at $85,000. Evidently, I'm really good at my job or I'd be out of one. I am a fucking millionaire. It's a weird thing to hear, right? I'll tell ya. It's a weird thing to say... And guess how old I am. Twenty-seven. You know what that makes me here? A fuckin' senior citizen.

5) What do you think?

6)

]

yeah i agree complete wid u cus i work for a financial planner in one of the biggest firms in canada and what u say sounds just about right. but the person i work for has an HBA from ivey, and a CFA but no mba or master's degree. i guess cfa is equivalent of masters tho.

 
Best Response

[quote=Bi-Winning]1) You usually need courses in Linear Algebra III, Abstract Algebra, Real Analysis, ODE, Multi variable Calculus and Stochastic Calculus. Partial Differential Equations wouldn't hurt either. Financial planning has become increasingly quantitative over the past decade do to the portfolio modelling thats involved in the process.

2) The CSC and CFP will satisfy the minimum requirement. Most financial planners at my bank's branch have an MBA from either Schillich or Rotman, or a Masters in a quantitative field such as Mathematics, Statistics, Computer Science or Engineering. In addition, I recently met Financial Planner had a PhD in Astrophysics from MIT. Brilliant guy- he was a baller at the TD bank branch besides the No Frills supermarket in Scarborough.

3) I'm gonna skip this one. It's mortifying to think that you'd even ask such a question.

4) I started at $85,000. Evidently, I'm really good at my job or I'd be out of one. I am a fucking millionaire. It's a weird thing to hear, right? I'll tell ya. It's a weird thing to say... And guess how old I am. Twenty-seven. You know what that makes me here? A fuckin' senior citizen.

5) What do you think?

6)

]

How did people miss the boiler room reference #4 wow....

The answer to your question is 1) network 2) get involved 3) beef up your resume 4) repeat -happypantsmcgee WSO is not your personal search function.
 

Psh, more like bi-winning.

"You stop being an asshole when it sucks to be you." -IlliniProgrammer "Your grammar made me wish I'd been aborted." -happypantsmcgee
 

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