What does an independent investment agent do?
Posted: Sun Jan 19, 2025 10:37 am
Working in the financial market is not limited to one or another well-known position. On the contrary, there are a number of career possibilities in this area. Among them, the position of independent investment agent has been growing in Brazil - according to Valor Econômico , 40% in 2019. But, after all, what do these professionals do?
Basically, independent agents mediate the relationship between the client and the broker. Their main task is to present all the financial products and explain how they work so that the buyer can make the best choice.
What does it take to be an independent investment agent?
First of all, to become an independent agent, you need to have a lot of knowledge and experience about the financial market. After all, your job will be to guide people and companies.
You also need to have an entrepreneurial spirit, since there is no israel whatsapp data fixed salary and your salary will depend on the sales you make. In addition, skills such as good interpersonal skills and being communicative can certainly help you achieve success.
How to become an independent investment agent?
First, you need to prove that you have all the knowledge necessary to guide your clients. To do this, you need to take the ANCORD (National Association of Brokers and Distributors of Securities, Exchange and Commodities) test, which has 80 questions.
Once you achieve a minimum score of 70%, you will be able to register with ANCORD and receive approval from CVM to act as an independent investment agent. The last step is to join a brokerage firm and start working.
Where to study for the ANCORD exam?
To prepare our students, we created, in partnership with Genial Investimentos, a special track with teachers from Saint Paul Escola de Negócios to help you prepare for the exam.
If you pass the ANCORD test and join Genial Investimentos, you will have 3 months of your LIT subscription reimbursed by the investment advisory service.
Basically, independent agents mediate the relationship between the client and the broker. Their main task is to present all the financial products and explain how they work so that the buyer can make the best choice.
What does it take to be an independent investment agent?
First of all, to become an independent agent, you need to have a lot of knowledge and experience about the financial market. After all, your job will be to guide people and companies.
You also need to have an entrepreneurial spirit, since there is no israel whatsapp data fixed salary and your salary will depend on the sales you make. In addition, skills such as good interpersonal skills and being communicative can certainly help you achieve success.
How to become an independent investment agent?
First, you need to prove that you have all the knowledge necessary to guide your clients. To do this, you need to take the ANCORD (National Association of Brokers and Distributors of Securities, Exchange and Commodities) test, which has 80 questions.
Once you achieve a minimum score of 70%, you will be able to register with ANCORD and receive approval from CVM to act as an independent investment agent. The last step is to join a brokerage firm and start working.
Where to study for the ANCORD exam?
To prepare our students, we created, in partnership with Genial Investimentos, a special track with teachers from Saint Paul Escola de Negócios to help you prepare for the exam.
If you pass the ANCORD test and join Genial Investimentos, you will have 3 months of your LIT subscription reimbursed by the investment advisory service.