Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. It’s information like this that really motivates people to want to further pursue a career in financial planning. I now have several designations from IBF () and have been able to successfully set myself a part from the rest of my peers and I have gained a lot of great experience in the financial industry by doing so. I am currently looking at job offers from both Waddell & Reed (WR) and Northwestern Mutual (NWM), and I would appreciate more insight before I make a decision.
I was recently reminded of my passion for personal finance – but I feel like I am years away from being able to start a career as a Financial Planner, and I need some advice. I have more interest in finance, rather than insurance, and I realize that the first year at NWM would be purely insurance, with a possibility of becoming a financial advisor. I graduated with a Finance degree five years ago and have been a financial analyst for the last four years. I’m considering making a career change to financial planning and am still unclear on the education requirements.
I’ve thought for a long while that a switch to financial planning was in order, and I think I’m finally willing to take the plunge this year. Over 35,000 awesome financial people have joined the Good Financial Cents community – and you’re awesome, too! Jeff Rose is a CERTIFIED FINANCIAL PLANNER professional and founder of Alliance Wealth Management, LLC. Read more on my about page and learn more on personal finance, financial management and how to dump your debt. A successful financial planner is a person who knows how to build and manage a business. You can be a financial advisor without certification, but it sure helps to have it. It demonstrates commitment and responsibility.
Anyone can call themselves a financial planner, but if you want to work with clients, you’ll need to work with a broker/dealer (yuk) or become a Registered Investment Adviser. I became a CFP (R) – Certified Financial Planner – and I highly recommend that program to anyone. I love being a financial planner and if you like helping others significantly enhance their lives, you will too. I was most interested in the personal financial planning material and am interested in changing careers to be a financial advisor. I have been working in the tax field for about 7 years now and I want to become a financial planner.
I am a people person at heart and would relish the opportunity to be out in front of people as a financial planner, as I feel I have a lot to offer. Thank you for writing this description about your work and how to become a financial planner. I am 42 years old, BA in Communications, MA in Technology Education, and I’ve spent half of my life working in tech for large trading firms. I want to move into financial planning for a dual purpose – to help folks get healthy financially and to have a career that can positively affect my own future.