Hi All,
Currently I am a Senior Loan Officer at a small credit union in the Northeast US. I basically do everything except traditional mortgages: loans, accounts, business loans/accounts, home equity loans, etc. We partner with an investment firm where we send members who are interested in IRA's, stocks, bonds, estate planning, etc. We offer our own IRA's, but those aren't tied to any investments so they're essentially glorified savings accounts with the tax benefits. So I always refer everyone to them for a true investment IRA.
I've recently wanted to start getting into investment advising in addition to my traditional SLO role. I love helping people and this would be another way I can do that. However, I don't know where to start. I know enough about the basics of investing (Roth vs Traditional IRA, how mutual funds work, what the S&P 500 is, etc) but far from an expert. I've heard about an SIE exam as a good entry point, and then the Series 66 and 7 exams, but I'm not exactly sure what they consist of.
Any investment professionals that can weigh in and give me any insight would be appreciated. I'm looking for any good apps/websites/resources that I can start with the basics (and I mean VERY basics) and start to grow my knowledge. Also, knowing what courses/tests to take, and what they do, would be very helpful.
Thank you!
Submitted May 25, 2021 at 07:50PM by cavanaughnick https://ift.tt/3yDWrVW
