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About 10 years ago I completed the Diploma in Financial Planning (through the Financial Planning Association) and the Certificate in Financial Markets (through the Securities Institute of Australia). Whilst they were interesting, I found that they mainly covered the regulations, legal aspects and boundaries of financial planning. I knew everything concerning what you couldn’t do…however, I found that they didn’t actually teach me how to make money! The scary part of this is the fact that at the time most financial planners only completed a small fraction of one of the courses!!
From the moment I gave my personal financial planner the flick and started investing for myself…well…that’s when I started to actually make some money.
I should point out that I am NOT and never have been involved in the financial planning game. I completed the courses for my personal edification.
Cheers,
Steve