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Portfolio of Experience CFP CLU Quick Guide 9 September 2018The Financial Advice New Zealand (the Association) supervision process for practitioner members is based on international best practice.
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How to fill out portfolio of experience
How to fill out portfolio of experience
01
Start by gathering all relevant information about your previous work experiences, including job titles, company names, dates of employment, and a brief description of your responsibilities and achievements in each role.
02
Organize this information in a clear and concise manner, using headings or sections to categorize your different work experiences.
03
Consider including any relevant certifications, courses, or training programs you have completed that may enhance your professional profile.
04
Use bullet points or concise sentences to highlight key accomplishments or projects you were involved in during each job.
05
If applicable, include any measurable results or outcomes of your work, such as sales targets achieved, cost savings implemented, or positive feedback received from clients or colleagues.
06
Use a professional and visually appealing format for your portfolio, ensuring that it is easy to navigate and reader-friendly.
07
Proofread and edit your portfolio before finalizing it, ensuring that there are no typos, grammatical errors, or inconsistencies in the information provided.
08
Consider seeking feedback or advice from industry professionals or mentors to improve the quality and effectiveness of your portfolio.
09
Regularly update your portfolio as you gain new work experiences or skills to keep it current and relevant.
10
Lastly, make sure to showcase your portfolio of experience to potential employers, either through online platforms, email attachments, or during job interviews, to demonstrate your qualifications and suitability for a particular role.
Who needs portfolio of experience?
01
Students or recent graduates looking to showcase their skills and experiences to potential employers.
02
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Professionals who want to stand out from other candidates by demonstrating a strong track record of success and relevant experience.
04
Freelancers or contractors who need to showcase their portfolio of work to attract clients and secure new projects.
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Consultants or professionals in specialized fields who want to demonstrate their expertise and past successes to potential clients or employers.
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Anyone seeking professional growth and advancement who wants to document their progress, skills, and achievements over time.
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What is portfolio of experience?
The portfolio of experience is a document that showcases an individual's work history, skills, and accomplishments.
Who is required to file portfolio of experience?
Individuals who are seeking certification or recognition in a specific field are typically required to file a portfolio of experience.
How to fill out portfolio of experience?
To fill out a portfolio of experience, individuals should include detailed descriptions of their work experience, projects, and achievements.
What is the purpose of portfolio of experience?
The purpose of a portfolio of experience is to provide evidence of an individual's qualifications and capabilities in a particular area.
What information must be reported on portfolio of experience?
Information such as job titles, responsibilities, skills, and training should be reported on a portfolio of experience.
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