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| *Ostroff, Fair and Company>>>Financial Services |
How can i become a financial planner what certificates do i need? |
How can i become a financial planner what certificates do i need? The biggest certificate you will need is your Bachelor's degree - preferably in Finance. Without that, you will be hard-pressed to earn credibility from individuals seeking service. If they are more educated than you, they will go to someone else. Next, get your State Life/Health/Variable license. Visit your State's department of insurance website for more information. Then get your Series 7 and Series 66 licenses. Combining these licenses will allow you to offer the widest range of financial products to consumers. To be most respected, the CFP certification should be your ultimate goal. It's a certificate that proves you A) know what you are doing, B) have done it for 3 years, and C) have sufficient education to provide customers with comprehensive financial planning. Visit cfp.net for information about this certification. Yes, it's a lot of coursework. However, at around $85k average yearly salary, you can't expect a job like this to fall in your lap. Ron, ChFC The CFP title is necessary for the "financial planner" title. You need a bachelor's degree from an accredited university (major doesn't matter) and complete a six course study. Usually it takes 18 months to complete the courses. You'll meet once a week for 4-5 hrs at professional school or your office if you have at least 8 people from your company going for the title. |
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