I think I really missed my calling in life. Over the last several years, I have picked up quite a bit of knowledge of how to manage my own investments and plan for retirement, and I find it all incredibly interesting.
So how does one go about becoming a financial planner? I don't really want to manage people's money so much as help them develop a good plan based on their circumstances and goals, and maybe recommend some good investments for them to achieve those goals.
Does one have to take certain courses? Do you have to do a lot of cold calling to get clients? Any background info or good web sites would be great!
2007-01-15 09:34:02 · 1 answers · asked by Uncle Pennybags 7 in Business & Finance ➔ Careers & Employment
In Calif you need a Series 7 license at the least. I know that places like Morgan Stanley provide training for stuff like that. Just find the right division.
There is A LOT of cold calling, but if you get in with an established financial planning firm, they will help you and provide lists.
GO for it!!!
Good luck hon!
2007-01-15 09:43:48 · answer #1 · answered by Gypsy 3 · 0⤊ 0⤋