Guys, pwede ko ask naa ba ta process to become a registered financial adviser (RFA)? Kung wala, how to become a mutual fund/insurance adviser? i have heard nga naa daw exam ang Insurance Commission/Securities and Exchange Commission pero unsaon man?
SunLife/ManuLife/AXA/PruLife members, help please..
A friend of mine and I really want to go into financial advising. We just want to know how to get started.
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03-23-2017, 07:36 PM #1Newbie
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How to be a mutual fund, insurance adviser? Or registered financial adviser?
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03-31-2017, 10:55 PM #2Junior Member
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- Oct 2011
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Bro goodpm. Pm me your contact #. I will refer you to my friend.
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04-01-2017, 10:11 PM #3Elite Member
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- Jun 2010
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contact me 09330793500/ 09477853156 I'm a unit manager of Sun Life FInancial.
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04-04-2017, 09:06 PM #4Newbie
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- Apr 2017
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I can recommend you one. PM me if interested.
Or contact this number 0921 920 8594
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04-06-2017, 03:25 PM #5Elite Member
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- Jan 2008
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Hi I want to be a sun life financial adviser. please message me
Originally Posted by kajrot1
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06-06-2017, 09:37 PM #6C.I.A.
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- Aug 2006
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Kinsa to gusto mag Certified Investmnet Solicitor CIS sa Philam Asset Management Inc. PM me CIS pud ko sa PAMI
You can benefit two things......
1. You will earn passive income secondly,
2. You can learn Financial Education....................mao ni wala kasagaran sa pinoy.
Requirement:
You should pass the exam. Licensed gyud ka ani sa Security Exchange CommissionLast edited by W.Axl Rose; 06-06-2017 at 09:41 PM.
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06-09-2017, 08:14 PM #7Elite Member
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- Aug 2010
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Interesting! What are the requirements to take the exam?
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07-08-2017, 12:41 PM #8Elite Member
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- Sep 2007
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For Inquiries:
Amelito "Jun" Orillo
Licensed Financial Advisor
Sun Life Philippines
09222777666
09176100161Last edited by lych; 07-08-2017 at 12:43 PM.
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08-07-2017, 03:32 PM #9Newbie
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- Aug 2017
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Hi, Vicks. I am a licensed financial advisor of AXA Phils. If you would like to be part of our team, you may contact us at 09994908020. We have Career Orientation Seminar on How to be a Financial Advisor every Tuesdays and Saturdays. Kindly inform me asap so I can register you on the seminar. Thanks!
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08-07-2017, 03:57 PM #10Elite Member
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- Jan 2008
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online ang exam ani nya? pila ang fee? naa training facility sa cebu ani? Originally Posted by W.Axl Rose
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