financial planner
Trending Content
Career Resources
WSO Free Modeling Series - Now Open Through
April 30, 2024
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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)
[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.
[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....
Impressive Bi-winning. What makes you successful at your job? What do you do most part of the day, coldcalling?
Winning.
Psh, more like bi-winning.
Very good, maybe you could explain in more detail? ;)
wtf he wont need those high lvl math classes
He was kidding you know....
You need social skills and drive.
Natus expedita est atque dolore blanditiis quod. Qui nulla aut similique corrupti atque inventore. Autem neque in quisquam blanditiis culpa velit. Quia mollitia ea ut voluptatem.
Est qui quaerat itaque et aspernatur. Vero fuga eius quaerat mollitia eum enim qui.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...