Before I begin, however, I should mention that I am not a professional financial services broker. I am a technology writer who has made it his life’s mission to help people get their financial affairs in order, and that begins by taking their financial services examination for me. If you are in this same situation, you need to start with the steps listed below. These will help you get your financial services take my examination for you.
Determine if your brokerage and financial services firm are accredited with the CRB (Chartered Professional Business Risk) Number. You can access the list at Financial Spread Betters. This service is free. You can also do a search for Chartered Business Risk on Google. It is important that you check twice.
Determine if you need any special training or education to take my examination for you. Many brokerage firms require that you have attended a minimum of two years at an accredited business college or university, as well as hold an accountant license from your county or state. Some states require that you have met the same requirements for an investment banker license. Be sure to check with your state or county requirements. If you do not meet their minimum education or licensing requirements, you may want to consider a different broker.
Determine how many brokerage firms you represent. Some firms allow you to take an examination for financial services that look only at their proprietary products, such as investments and retirement plans. Other firms, however, may require that you take an entire tour of their firm, which could include a presentation of their products and services. In either case, you will likely need to provide proof of your education or work experience.
The next step in this process is to determine if you would like to take my examination for you, rather than your firm providing the training. Many financial services companies offer a free training course and a couple of workshops to potential brokers who want to take the examination. If you prefer to learn directly from the experts, these courses can often be found on the company’s website. You can also find books and other resources to study for the exam from your local library, your university, or a financial services trade school.
Upon successful completion of the examination, you will be mailed or emailed a letter of certification. A letter of certification from your brokerage firm or a financial services firm of your choice is necessary in order to legally practice in the State of New York. Once you receive this letter of certification, it is important to follow all State regulations and laws. To find out more about the requirements, contact your State or County office.
For some individuals, taking my examination for me will be the first step toward employment in the financial services field. While this career path may be rewarding for many, it can be a challenging career path. When you follow the steps that are outlined here, however, you will be more prepared to face this challenging career.