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Tuesday, February 24, 2009
A CFP is a personal financial planner. As a financial planner, certification can help improve your credibility and income. There are four qualifications including education, experience, ethics, and the passing of an exam. All four are necessary for certification. As a financial planner, you will help ordinary people make sense of their finances, plan for retirement, and make investments.
Do you find yourself reading a lot about finance, giving other people advice, and wanting to learn more and more about money? This doesn't necessarily make you greedy, it just means your good with money, and this may mean you'll do great at financial advising. You can earn a high income with financial planning and help other people manage their money better.
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 probably need at least an MBA in order to fill the education requirement. A CPA will have all his education requirements filled. Get a job in finance to fulfill your experience requirement. Also, don't for get to take the CFP exams.
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.
You will need to start networking to get clients as soon as you are started. You can't work if you have no one to advise. Start with people you know.
Once you are certified and have a job, let your career take off. If you are interested in being a CFP, don't hesitate to look further into it.
Do you find yourself reading a lot about finance, giving other people advice, and wanting to learn more and more about money? This doesn't necessarily make you greedy, it just means your good with money, and this may mean you'll do great at financial advising. You can earn a high income with financial planning and help other people manage their money better.
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 probably need at least an MBA in order to fill the education requirement. A CPA will have all his education requirements filled. Get a job in finance to fulfill your experience requirement. Also, don't for get to take the CFP exams.
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.
You will need to start networking to get clients as soon as you are started. You can't work if you have no one to advise. Start with people you know.
Once you are certified and have a job, let your career take off. If you are interested in being a CFP, don't hesitate to look further into it.
About the Author:
Financial planning can be a wonderful job. Find out more about basic financial planning and more about personal financial planning in order to help teach ordinary people to plan their finances.
posted by Credit Counseling at
1:50 PM
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