Important Notice: Our web hosting provider recently started charging us for additional visits, which was unexpected. In response, we're seeking donations. Depending on the situation, we may explore different monetization options for our Community and Expert Contributors. It's crucial to provide more returns for their expertise and offer more Expert Validated Answers or AI Validated Answers. Learn more about our hosting issue here.

How do I become a financial planner on my own without working for a company?

April 26, 2017Business Careers COMPANY employment Finance financial planner working

0

Posted

How do I become a financial planner on my own without working for a company?

1 Answer

0

Posted

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.