Comments on: How do I become a financial planner on my own without working for a company? http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/ What Finance Deal? Get the Latest Scoop Here. Fri, 18 Nov 2011 10:25:10 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: AngeloElectro http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/comment-page-1/#comment-74 AngeloElectro Fri, 14 Nov 2008 19:31:01 +0000 http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/#comment-74 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. 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.

]]> By: Obi-Wan Kenobi http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/comment-page-1/#comment-73 Obi-Wan Kenobi Tue, 11 Nov 2008 16:32:53 +0000 http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/#comment-73 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. 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.

]]> By: fenchurch_fox http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/comment-page-1/#comment-72 fenchurch_fox Tue, 11 Nov 2008 03:39:32 +0000 http://financedeal.info/how-do-i-become-a-financial-planner-on-my-own-without-working-for-a-company/64/#comment-72 By starting a small financial planning business at home. By starting a small financial planning business at home.

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