So you want to Know How to Become a Stockbroker

So you want to know how to Become a Stock Broker

STEP 1: Begin to organize for your Brokerage career in high school by taking courses in math, economics and business. And even with a small sized float, you can manage your own stock portfolio (in a parent’s name if you are under 18) allowing you to learn about diverse investments and their returns. Do learn how-to-invest time.

STEP 2: Join or start a Stocks and Bonds Investment Club, which compares dissimilar investment opportunities, analyzes results and jointly invests its funds, $20 bucks each is all you need. Re-invest your gains or distribute your profits.

STEP 3: Go to College or University. Most brokers are College graduates with a degree in finance, economics or business. Real business experience or a strong desire is all-it-takes to capture the attention of the Investment Firm you target.

STEP 4: Pass the Canadian Securities Course, administered by the Canadian Securities Institute (CSI). All provinces require the Financial Planning Course be complete and that you pass the Examination within three years. The Canadian Securities Institute also requires ongoing continuing education… forever.

STEP 5: Be advised to take advantage of on-the-job training, obtainable through most brokerage firms via their sales assistants programs, preparing you for the above exams’, a process that takes four to six months (some never pass). It is self directed!

STEP 6: A person passing the mandatory exams, becomes a Stock Broker, a registered representative agent of his or her sponsoring firm. Now garner support from your contacts and join the Chamber of Commerce… and network… network… network.

STEP 7: Anticipate a very competitive work environment after being employed. Firms often hire a plethora of graduating college and university students as juniors; with the expectation or knowledge that a large percentage of you will ‘wash-out‘ during the gruelling early months of training, while building your clientele or book.

STEP 8 or ∞: Emphasize your studies and work experience in finance, economics and/or business when writing your résumé. A professional, aggressive image is crucial at the sponsoring dealers interview, where prospective employers will be testing your drive, evaluating your resolve and your business adviser savvy.

Due-diligence, is the Key to being a best-of-class broker, to the benifit of your client.

Tips & Cautionary Warnings - The Bull and the Bear of it!

* Success in the brokerage business is qualified and quantified by sales volumes. It can be a realistic and rewarding career move for someone changing over from a sales position in real estate, insurance or the banking business and the Canadian Bond Market for example.

* Sample firsthand the products you’d be brokering by visiting any brokerage firm, agent, promoter, advocate, bank or mutual fund Web site. Also, visit job fairs where securities firms are recruiting and talk to a real live stock broker. Get live data in due-diligence, business and life.

* Negotiate a sales assistant position, become a Junior, with the right to have a number of your own clients… why not get paid while you take the course, become an advisor, and build your book.

* A Stock Broker, as in any sales position, needs to be thick skinned to succeed, and especially surviving those lean early years of long hours… disappointment… plain spaghetti dinners… and an acquired and unexpected taste for wiener water…

♀ $$$ ♂
Questions; Contact by E-mail, The Canadian Stockbroker© | TCS newswire™

the Canadian Stockbroker © (TCS) newswire: Partners: Making the Difference

the Canadian Stockbroker ©
(TCS) newswire: Partners: Making the Difference

Partnering together is the beginning. Working together is the success!

The Canadian Stockbroker’s © Partner Program is a worldwide effort that offers sales and marketing tools, skill-building training and technical support. As a member of the TCS Partner Program, you are recognized within the industry for your technical expertise, rewarded for your hard work, plus you receive access to the knowledge base, web casting tools, and real human support enabling your business to be found leading to growth and success. By joining forces with our partners, we are transforming the way companies of all sizes, all over the world, secure their market place. There has never been a better time to team with Canadian Stockbroker and pursue this hyper-growth market opportunity. The Canadian Stockbroker embraces its select group of Partners.

The Canadian Stockbrokers © Partners benefit in a number of ways:

* Earn significant revenues in your rapidly growing market sector, while increasing Icon recognition and Brand awareness
* Be recognized as a leader in web casting, news feeds, catalogue generation, and web search engine rankings.
* Deliver the best dissemination solutions and services based on the TCS programs and technology
* Help customers maximize their investment markets, compliance enforcement and schedules, increase productivity and mitigate risk to their portfolio
* Benefit from a comprehensive reseller marketing and support program
* Partner with the market leader in investment infrastructure products and services

To find out more about the Canadian Stockbroker partner programs, contact: canadian_stockbroker@matrixz.com
To find the Canadian Stockbroker partner in your area please use our sales contact form.

The Canadian Stockbroker delivers industry leading technical support to assist our customers in the management and operation of TCS solutions.

the Canadian Stockbroker customer support program provides rapid issue resolution and an expert knowledge base to help manage and protect your mission-critical information systems and schedules.

At the Canadian Stockbroker, we are deeply committed to more than pleasing our customers. We firmly believe that the keys to a thriving business are in the collection of customers and partners who promote the company's Brands and make the difference.

the canadian stockbroker © News Wire

the canadian stockbroker © News Wire
The Canadian Stockbroker © is a leading provider of dissemination solutions for the corporate investment community, offering services transforming the way companies communicate and meet disclosure requirements while assisting investors in managing and understanding this information. The News Wire's world wide news consulting, webcasting, and dissemination services are utilized by corporate communications professionals delivering critical market information. All statements and expressions are the opinion of TCS and are not represented to be either investment advice or a solicitation or recommendation to buy, sell, or hold a particular stock or any securities. Statements made herein do not represent the opinion of, represent the counsel of, or are to be considered a recommendation by The Canadian Stockbroker or any individuals associated with the creation and maintenance of this profile or On-line presence. Readers of this TCS On-line message or stock profile are cautioned that any stock investment is a high risk investment and must admit the same

Developing an Asset Allocation Strategy for Retirement

Developing an Asset Allocation Strategy for Retirement
Today, investor risk profile questionnaires are designed to determine clients’ risk tolerance based on their attitude to risk, their age, and their time horizon. Most of these questionnaires, however, miss one key aspect of developing the asset allocation strategy. How much risk do clients need to assume in order to meet their financial objectives?

Clients who have accumulated large portfolios and have modest income needs during retirement may be able to meet their financial objectives with a relatively low-risk portfolio. On the other hand, there are no guarantees that clients with greater income needs would be better served with a more aggressive portfolio. Tolerance for risk generally decreases with age and retirement.