Ostroff, Fair and Company
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How much education is required to become a Financial Planner in Michigan?



Thinking about a retirement job

It depends on how credible you want to be. In order to attract the better quality clients, you should have a Bachelor's degree plus finance experience. The Certified Financial Planner designation is most prominent with Chartered Financial Consultant close behind (theamericancollege.edu).

If you are looking for a retirement job, I'm assuming you already have the BS. You could obtain a ChFC within a couple years or less depending on how much time you can dedicate to studying.

Obviously, in addition to the above, you need a Series 7 to sell the securities you recommend. It would remove opportunity from your plate if you send someone to a broker rather than be able to do it yourself.

Ron, ChFC
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