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Kalev View Drop Down
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Joined: Aug/22/2011
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    Posted: Aug/22/2011 at 11:15pm
Hi all,

I'm a few months from switching careers and becoming a financial advisor.  I'm licensed in my province and currently studying for the first CFP exam.  I'll be joining a large firm in my area this December, and I'm reading voraciously to prepare myself.  Any thread recommendations would be greatly appreciated.  I'm sure there are some epic and poignant threads lurking in the archives! 

Cheers,
Kalev
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Aug/22/2011 at 11:58pm
Welcome Kalev.
 
Check out NewRR's "Journey to Success or Failure" thread in the Prospecting section. 
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Sportsfreak View Drop Down
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Points: 25709 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Sportsfreak Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 6:47am
Welcome Kalev, good luck.
What do you mean, studying for "the first" CFP exam? There is only one exam.
If you eat an entire cake without cutting it, then technically, you only had one piece
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squeaky View Drop Down
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Welcome aboard!
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Kalev View Drop Down
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Points: 28 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Kalev Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 8:55am
Thanks for the warm welcome all. 

I believe that the FPSC in Canada changed the accreditation process a few years ago.  There are two exams that we must successfully complete:  an 'entrance' exam to register with the council, and then a 2nd exam after 1 year of experience and an additional educational component.  I like that they've made it more difficult to obtain; it keeps a lot of the wannabes away! 
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Welcome Kalev.
 
Knuk is a frequent Canadian poster that you may want to connect with.
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Wet_Blanket View Drop Down
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What, just because they are both Canadian they will like eachother?
The true 🤡 was the Biden voter all along.
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B24 View Drop Down
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Points: 28776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 10:16am
Originally posted by Wet_Blanket Wet_Blanket wrote:

What, just because they are both Canadian they will like eachother?
 
The business is a little different up there, and it helps to have someone to bounce things off. You know, what color mukluks to wear, the best custodian for your wampum, which type of dogsled to use so your clients are impressed. This is shit we can't answer.
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noggin View Drop Down
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Points: 2477 		Post Options Post Options   Thanks (0) Thanks(0)   Quote noggin Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 12:20pm
Originally posted by Wet_Blanket Wet_Blanket wrote:

What, just because they are both Canadian they will like eachother?
 
Yes Canadians as a general rule like each other. Americans as a general rule hate each other and all other countries....Glad I could help you with that.....Damn Yankees....
What keeps us captive are our own fears.- Moraen
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GreatPlans View Drop Down
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Originally posted by noggin noggin wrote:

Originally posted by Wet_Blanket Wet_Blanket wrote:

What, just because they are both Canadian they will like eachother?
 
Yes Canadians as a general rule like each other. Americans as a general rule hate each other and all other countries....Glad I could help you with that.....Damn Yankees....
 
Is that why Quebec has been trying to succeed secede for such a long time?
 
*Don't rush posts.  Your mind will do terrible things.


Edited by GreatPlans - Aug/23/2011 at 4:11pm
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noggin View Drop Down
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Originally posted by GreatPlans GreatPlans wrote:

Originally posted by noggin noggin wrote:

Originally posted by Wet_Blanket Wet_Blanket wrote:

What, just because they are both Canadian they will like eachother?
 
Yes Canadians as a general rule like each other. Americans as a general rule hate each other and all other countries....Glad I could help you with that.....Damn Yankees....
 
Is that why Quebec has been trying to succeed for such a long time?
 
Let me help you there....Quebec is French and herein lies the problem.....Common misconception my young Padawan....
What keeps us captive are our own fears.- Moraen
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Guests View Drop Down
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Post Options Post Options   Thanks (0) Thanks(0)   Quote Guests Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 3:16pm
Originally posted by GreatPlans GreatPlans wrote:

Originally posted by noggin noggin wrote:

Originally posted by Wet_Blanket Wet_Blanket wrote:

What, just because they are both Canadian they will like eachother?
 
Yes Canadians as a general rule like each other. Americans as a general rule hate each other and all other countries....Glad I could help you with that.....Damn Yankees....
 
Is that why Quebec has been trying to succeed for such a long time?


Are you trying to say they've been failures up until now?
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rooster View Drop Down
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I think they've succeeded, but because of that they want to secede. 
Ain't found a way to kill me yet.
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The true 🤡 was the Biden voter all along.
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Kalev View Drop Down
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Points: 28 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Kalev Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 3:26pm

Originally posted by rooster rooster wrote:

I think they've succeeded, but because of that they want to secede. 


The irony is that they're financially dependent on transfer payments from the rest of Canada, and specifically, the resource rich West.


Edited by Kalev - Aug/23/2011 at 3:30pm
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Wet_Blanket View Drop Down
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Okay guys....I think we need to settle down.  I don't want to have to lock down yet another thread about Quebec!
The true 🤡 was the Biden voter all along.
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Kalev View Drop Down
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Originally posted by Wet_Blanket Wet_Blanket wrote:

Okay guys....I think we need to settle down.  I don't want to have to lock down yet another thread about Quebec!


Yes, please don't lock down my welcome thread.  Enough of the Q-word for today.

Can anyone recommend some good threads for a newbie like me to get started?  I've already bookmarked the "Journey to success or failure" thread .... great stuff for sure! 

Any other recommendations would be much appreciated!
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Wet_Blanket View Drop Down
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Definently review the Compliance section.
The true 🤡 was the Biden voter all along.
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squeaky View Drop Down
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Points: 677 		Post Options Post Options   Thanks (0) Thanks(0)   Quote squeaky Quote  Post ReplyReply Direct Link To This Post Posted: Aug/23/2011 at 3:52pm

AHOOGLE "500 Day War"
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SometimesNowhere View Drop Down
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Check out the 'One True Faith' thread.
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