A CFP is a Certified Financial Planner. Like a Certified Public Accountant (CPA), you have to have a certain amount of education, a certain amount of experience, and you have to take an exam. You also have to pass an ethics test. Ethics is very important, especially when it comes to money and business. A financial planner, or financial adviser, is someone who helps ordinary people plan their finances, plan for retirement, and make investments.
If you have an extensive knowledge of finances, you love to plan and budget your finances, and you often find yourself giving financial advice to friends and family, you might be considering doing it as a career. Financial advising can be a very lucrative business on top of helping others achieve their financial dreams when they don't have the same knowledge and expertise. Financial advising is a great career to get into.
Education is the first place to start. A bachelor's degree in accounting or finance is a great place to begin. You have to ave a good understanding of finance in order to help people with money. With an education you can build trust with the people you work with and gain more clients.
You will need more than just a bachelor's degree, though. If you are already certified as a public accountant, CPA, you will have all your education requirements fulfilled. If you don't have that much education, consider going for an MBA. You will also need a good amount of experience. Get a job in finance, study, and take the right tests.
With the right education and certification, you can begin your career as a financial adviser. Once you are certified, there is more than one route to take. You can set up your own practice or work for a firm.
As a financial planner, you have to be ready and willing to work with people. If you have zero people skills, you will have a lot of trouble with this career. You can't just think that your love for stocks will translate over, you need to be well-rounded. If you think this is something you want to do, I encourage you to look into it further.
Begin looking for clients as soon as you are set up with your job or practice. Ask people you know if you they need advising or look into the ties you already have. Networking is a key part of building clients.
Hopefully with all the work you will have put into your certification you will be off to a solid career. If you think this is something you could do, take it further. - 21151
If you have an extensive knowledge of finances, you love to plan and budget your finances, and you often find yourself giving financial advice to friends and family, you might be considering doing it as a career. Financial advising can be a very lucrative business on top of helping others achieve their financial dreams when they don't have the same knowledge and expertise. Financial advising is a great career to get into.
Education is the first place to start. A bachelor's degree in accounting or finance is a great place to begin. You have to ave a good understanding of finance in order to help people with money. With an education you can build trust with the people you work with and gain more clients.
You will need more than just a bachelor's degree, though. If you are already certified as a public accountant, CPA, you will have all your education requirements fulfilled. If you don't have that much education, consider going for an MBA. You will also need a good amount of experience. Get a job in finance, study, and take the right tests.
With the right education and certification, you can begin your career as a financial adviser. Once you are certified, there is more than one route to take. You can set up your own practice or work for a firm.
As a financial planner, you have to be ready and willing to work with people. If you have zero people skills, you will have a lot of trouble with this career. You can't just think that your love for stocks will translate over, you need to be well-rounded. If you think this is something you want to do, I encourage you to look into it further.
Begin looking for clients as soon as you are set up with your job or practice. Ask people you know if you they need advising or look into the ties you already have. Networking is a key part of building clients.
Hopefully with all the work you will have put into your certification you will be off to a solid career. If you think this is something you could do, take it further. - 21151
About the Author:
Financial advising can be a wonderful job. Learn more about basic financial planning and more about personal financial planning to help teach ordinary people to plan their finances.
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