Q & A › Category: Others › Registered Financial Planner
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Choon Ghiap Tham asked 5 years ago

Hi KCLau,
I’m currently thinking of study RFP, but i only have a non-business related diploma. Do you think i’ll be able to enroll into the course?

I’m interested to be a financial planner. Do i need to have experiences as insurance agent to become financial planner? Do financial planner find their own customer or the company itself?

Thanks.
Derrian

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KCLau Staff answered 5 years ago

Hi Derrian,
Financial planner also need to find their own customers, just like how insurance agents do it.
So getting your RFP or CFP qualification won’t guarantee a career. Maybe it is useful if you work in the banks.