2. The financial consultants of some investment consulting companies are acting as agents, and they are exposed to a wide range of products, and the threshold is not high, which is also a good exercise channel.

When you have some experience, you can apply for the direct sales account manager of the bank.

4. Financial planner is an expert industry. Before becoming a professional and well-known financial planner, please cultivate your own sales awareness. Any bank will treat you as a salesman, which is also the embarrassing situation of financial planners in China at this stage.

5. Have the mentality of continuous learning. The certificate only takes you in. In the future, you don't need written certification for your study, but it can be recognized by customers.

6. Before receiving the OFFER, start with yourself and your relatives and friends. Try to make a feasible analysis and guidance, and you will find that your contribution is very meaningful.

7. Like accounting lawyers, professional financial management firms will definitely rise gradually, so cultivate your own experience first!

I hope I can help you.