Wednesday, January 8, 2014

Some Progress

Now making a little progress.

My efforts to find out about training for financial planning yielded expected results:

  1. USA: I can do it on a plane, I can do it in the lane, I can do it any place, as long as I pay in dollars from the United States.
  2. Canada: There are two options described in a three page email with a long list of rules, and the exams are proctored in Canada.  However, the information provided was very professional.
The training for CFP certainly corresponds with the character of each country (see previous post).

My efforts at networking with colleagues are also progressing.  I started a group for ex-NII employees on Linkedin and got a good initial sign up.  Here is the link: ex-NII Holdings Linkedin group.

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