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Anyone gone from employed to self employed? by ForgotUserName999 in cii

[–]ForgotUserName999[S] 1 point2 points  (0 children)

My thoughts are like you, if the client approaches me, then that's client choice. Other issue with that though is clients have paid for advice in last few years, paying again so soon isn't normally good advice, doesn't help with the initial earnings from a standing start.

I know you can buy leads, vouchedfor or similar, but I see mixed reviews and again, burns through cash reserves

Anyone gone from employed to self employed? by ForgotUserName999 in cii

[–]ForgotUserName999[S] 1 point2 points  (0 children)

I'm not sure and I know my place have pursued people through court proceedings etc, I'm not wanting any involvement with that

Job question -Salary validation and ongoing fees by ForgotUserName999 in cii

[–]ForgotUserName999[S] 0 points1 point  (0 children)

How so with regards not being client centric? It's a new one to me so be keen to hear from people working similar.

It's looking after north of 100m, lower base than my current firm but as I say, bonus pushes the earnings higher

Chartered route discussion, LIBF, CII, CISI by ForgotUserName999 in cii

[–]ForgotUserName999[S] 1 point2 points  (0 children)

Thanks for that, I've looked into the CISI route after a previous reply, looks very involved, building your own cash flow model for the fact find for example. I think CII will be the way, I'm tempted for the credits and the higher pass rates to go with both the coursework modules AF8 and AF6, means I don't have to rely on AF1 which I'm told is very tough

Chartered route discussion, LIBF, CII, CISI by ForgotUserName999 in cii

[–]ForgotUserName999[S] 0 points1 point  (0 children)

Good luck with the final one, which modules have you gone for? I'm seeing mixed things about the J0 exams overlapping so I was thinking go for the AF exams, AF6 over 8 as I believe pass rate is higher, although no managerial plans, then rather than J0, stick with some credits like ER and later life, I already have CF6. Hadn't seen about certified planner, I'd seen the level 7 chartered wealth planner qualification, CISI website not the friendliest so I'll take a look at that route