Friday, 10 January 2014

2 months into my whole brave new world...

2 Months In...

I've been officially a financial adviser for just over 2 months now, so you might be wondering how things are going? Well thankfully they are going according to the business plan! (Although the optimist and impatient side of me wants it all to go a bit quicker!)
Initially I have had to do some training. These have included an induction course, pension transfer workshop, at retirement workshop and an auto enrolment workshop... just to name a few! All of these have had a test prior to attendance and then a post workshop test for full understanding of the knowledge imparted onto you. Once this is all done you are signed off to trade in these areas. There has also been a lot of systems learning. Obviously every business have their own systems and just getting to grips with them, whilst not difficult, just takes time to learn.

Of course all of it is CPD time, so I've managed to build up a time of almost 54 hours with 33 of it being structured! No problems for getting next years SPS for me then!

New Year; New Phone; New York! 

I've had a Galaxy S2 for 2 years now and it was starting to get a bit sluggish. No I didn't get a brick phone  but got a Nexus 5. Mightily impressed so far with it and just waiting for my protective case to take it out into the big wide world!
I've also booked a holiday to New York. This is something that I've wanted to do for a long time and now is the time to do it. Anyone got any recommendations of where to see?
Finally, Happy New Year to you all. I hope that 2014 is a fantastic and productive year.

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