Question : I want to become a Certified Financial Planner, but I have my degrees in something else?
I have my Bachelors and Master’s degree in Psychology and am looking at a career switch. I am wondering if simply studying for a year or so & passing the CFP exam will be sufficient to get a shoe-in in this profession? I do not want to go back for a SECOND bachelor’s or an MBA if I do not have to. Is this an option to become a CFP, or need I a background in Accounting/Finance/Business Admin.?
certified financial planner exam

Best answer:

Answer by CarolO
In order to begin courses for the CFP designation, you need a bachelor’s degree in any subject. Everything else you need to do is shown on the CFP site: http://www.cfp.net/become/

Have you considered getting a job through a wirehouse — like Merrill Lynch, for example? You’ll learn the basics and they may even help you pay for your CFP courses. Once you pass them, you could go to an independent broker-dealer such as LPL, taking your clients with you if you can. This will allow you to have a source of income, training, and a good idea whether or not this is a career change which you will enjoy.