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Steps to become Employing or Independent Broker?

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Final answer:

To become an employing or independent broker, you need to obtain a relevant bachelor's degree, gain work experience in the finance industry, obtain necessary licenses or certifications, build a professional network, develop essential skills, establish your business, and continue your education.

Step-by-step explanation:

Educational Requirements: Obtain a relevant bachelor's degree in a business-related field such as finance, economics, or accounting.

Gain Experience: Obtain work experience in the finance industry, such as working in a brokerage firm, investment bank, or financial advisory firm.

Obtain Licenses: Depending on your country or state, you may need to obtain specific licenses or certifications, such as the Securities Industry Essentials (SIE) Exam and the Series 7 and Series 63 exams in the United States.

Build a Network: Network with professionals in the finance industry, attend industry events, and join relevant professional organizations.

Develop Skills: Continuously develop your skills in areas such as sales, negotiation, financial analysis, and market research.

Establish Your Business: Decide whether you want to work as an employing broker within an established brokerage firm or start your own independent brokerage. Create a business plan and obtain the necessary licenses and registrations.

Continuing Education: Stay updated with industry trends, regulations, and market changes. Consider obtaining advanced certifications or pursuing a master's degree in finance or a related field.

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