Before you begin-find out if you’re suited for financial planning?

We at Boston Institute of Finance want to help you make an educated decision regarding your interest in financial planning. Before taking on the challenges of this program and career you should honestly evaluate yourself in relation to these basic traits necessary for a person pursuing financial planning.

Is this course right for you?

• You consider yourself driven, motivated and a self-starter
• You do not find the decision to enroll in an 18 month education program overly stressful

• You have basic knowledge of computers and can effectively navigate the internet
• You are comfortable with financial concepts, handling money and finance in general

• You have an average of 7-12 hours a week to spend on coursework (to complete in 18 months)
• You feel this is the right time to begin an education program and are looking forward to beginning

Is this career path right for you?

• You could describe yourself as both analytical and a good communicator
• You consider yourself detail orientated and well organized
• You enjoy meeting and interacting with many different kinds of people
• You enjoy the ability to work whenever, wherever you want and are self-motivated and independent

• You are a good listener
• You are very comfortable interacting with people
• People trust you and gravitate towards you
• Youre a good problem solver
• You have strong empathy for people and their life issues

• You have a plan for the next few years around this career
• You strongly believe that this is the right time to pursue a career in financial planning
• If transitioning from another career, you absolutely feel that this is the right time to make a change
• You are prepared to make your own financial plan so you can afford the transition