Career Questions and Answers
How do I become a financial planner on my own without working for a company?
Asked by The Chief
Im getting ready to enter college this fall and I know I have a long time to go before im ready and knowledgable to open my own business but I would like to start planning and know the prerequisites now. I'm interested in starting a business in financial planning and I wanted to know if anyone could help me and tell me what things will I have to learn to become a financial planner, what should I study, and what major would be the best to take in college.
A:
Best Answer:
A financial planner, or financial asset manager is knowledgeable in:
1. Developing a stocks and securities portfolio,
2. Insurance, annuities, and banking products
3. And real estate investments.
A CFP is licensed in each field, and meets experience, education, and ethics requirements.
Accounting is a good major, tax law, business, economics, and estate planning. Also it might be possible to take CFP Board-Registered Programs at your school.
http://www.cfp.net/
http://www.fpanet.org/
Answered by AngeloElectro
A:
By starting a small financial planning business at home.
Answered by fenchurch_fox
A:
You need to get certified as a CFP if you're going to do that. And, you need a network of potential clients identified.
Suggestion: go work for a firm first and learn the ropes, then venture out on your own.
Answered by Obi-Wan Kenobi
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