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Any advice on how to become a part-time certified financial planner?


I work 8-5 Monday through Friday as an Accountant for an organization. I am always giving financial advice. My wife thinks that I should try giving financial advice as a part-time job. What I would like to know is what it takes to do that? Is it worth it? And any advice on how to get started.

I have a bachelor's degree in Finance and an MBA. I get a lot of my knowledge from reading books, magazines, and the Wall St. Journal.

Thanks for your help.

To be certified you'll have to take a few exams, such as the Series 7 and a few others like it, as a minimum requirement. The CFP is a nationally recognized certification that shows that you are certified at what you are doing. Basically, it is saying that you are not a scammer. I highly recommend you get that certification although it is not required.

But, all in all, you just need to pass those Series (#) exams and be registered with the NASD (and if you have more than $30 million under management, you'll also need to register with the SEC) as a minimum to be an independent financial advisor.
This is going to sound bad because it's written and not spoken. If you have a BS in Finance and an MBA, you should not have to log on to Yahoo answers to find out how to get a job.

Now, for the answer. If you only want to charge a fee for the advice, research napfa.com, Raymond James, or any of the other fee-only advisors. They are advertised in the Journal every once in a while.

Ron, ChFC
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