Career Questions and Answers
How to become a Financial Planner or Adviser?
Asked by Angie
I'm interested in becoming a Financial Planner or Adviser. How do you go about being certified as one (I live in Australia)? What does the job entail?
For those of you who are already Financial Planners or Advisers, what made you follow this career path? What are the good things and the bad things about this job?
A:
Best Answer:
If you want to be a true finacial planner, study finance or accounting. Become a CFP, but STAY AWAY FROM INSURANCE COMPANIES!!! Insurance companies advertise positions as so called "financial planners" but they are really just insurance salesman. I would say one of the most important things to understand is the difference between insurance salesman and true finacial planners.
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