Financial Information
What classes can I take now to start preparing myself to be a financial adviser?
Question : What classes can I take now to start preparing myself to be a financial adviser?
I am currently a stay at home mom. My children will be in preschool and kindergarten next year and I would like to start preparing myself now for a career in financial planning. I do not have a college degree, however I have a long sales back ground and easily learn complex ideas. What can I do now to make myself a more attractive candidate in one year. Thanks!
financial planning classes
Best answer:
Answer by MsMoneySavvy
That depends on what, exactly, you want to do. There are a number of financial certifications available such as Certified Financial Planner (CFP), Registered Investment Advisor (RIA), etc. Once you determine in which direction you’d like to go, there are certificate programs or other courses you can take to prepare yourself. Some are even offered online.
www.msmoneysavvy.com
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#2 written by Jay 1 year ago
Without a college degree its hard to be a financial adviser since they usually want you to have your CFA or CFP but you cant get those without a 4 year degree and i believe 3 years experience.
You can look into taking the series exams which i dont think req a degree.
Beside that try to take beginning finance courses at local community colleges. If thats not a option think about just buying some finance books and reading up on it.
Check link below for more info on financial information.
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why wait a year? We work with people who have the desire to be financially independant. You can work part time around your family and learn from successful entrepreneurs.
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