Education
Do financial advisors need a university degree to work?
Yes, they need a bachelor’s degree in business administration, commerce, economics or a related field.
Which position is higher as a financial advisor? Junior or Senior?
Senior is the higher position.
What is the job we are presenting on called?
They are called financial advisors.
Who is our math teacher?
Our math teacher is none other than Mr. Mathew Martens.
List one university degree that is necessary in order to become a financial advisor.
Possible answers: a bachelor’s degree in business administration, commerce, finance, economics
How much do Entry-Level advisors make annually?
They make around 55,000 dollars per year.
What is one thing that financial advisors do?
Possible answers: Give investment, insurance, debt, budget, tax, retirement planning, estate planning, or education advice.
How many members are in this group presentation?
3
what do you earn after three years of being a financial advisor?
a certificate
How much do Junior-Level advisors make annually?
They make around 80,000 dollars per year.
What are 2 types of advice that Financial advisors give?
Possible answers: Give investment, insurance, debt, budget, tax, retirement planning, estate planning, or education advice.
What time is it right now?
The time is 10:51~11:59am.
what are some skills financial advisors need?
a) communication skills, ethical judgement
b) sales skills, market timing
c) prediction of future returns, solo decision making
a) communication skills, ethical judgement
How much do Senior-Level advisors get paid annually?
They get paid around 85,000 dollars per year.
Where do they work?
a)educational institutions, wall street, banks,
b)banks, insurance companies, exclusive country clubs
c) brokerage firms, educational institutions, credit unions
c) brokerage firms, educational institutions, credit unions
Why does Evan laugh strangely?
a) soccer
b) fornite
c) too much joy and energy (drugs.?)
d) its a mystery
d) its a mystery
How long does it take to become an Entry-Level advisor?
It takes 4 years. (To become an certified advisor, you need 3 extra years of mandatory work.)
What is the average salary for a Financial Advisor in Canada?
The average salary for a financial advisor is 80,000 dollars per year.
How does Behavioural finance affect someone?
a) They get too angry with the financial advisor and argue leading them to losing money
b) Its a combination of psychology and economics which leads to financial decisions
c) It is about market timing
b) Its a combination of psychology and economics which leads to financial decisions
What sport does Mr. Martens coach?
Hint: It screams Canada
Mr. Martens teaches hockey!