Cooperman
Roger Freestone
- Joined
- Jun 27, 2020
- Messages
- 6,681
- Reaction score
- 681
No, not at all. I work close to finance teams but I’m no accountant, and accountancy is very different to wealth management. You don’t need to be wealthy to practice wealth management, just as you don’t need to pay someone to manage the basics for you. It’s been said a few times on here recently, this type of subject should be awarded some space in the school curriculum; it wasn’t so self learning is the next best route.Your in an accounting job or an FA are you?