How to Become a Financial Planner

With the importance of investments and preparing for your future at an all-time high, a career as a financial planner is a smart choice.

Instructions

    • 1

      Contact the National Association of Personal Advisors, the Institute of Certified Financial Planners, International Association for Financial lanning or the Certified Financial Planners Board of Standards for information on becoming a financial planner.

    • 2

      Study courses given at colleges, universities and specialty schools for courses in financial planning.

    • 3

      Talk to several financial planners and ask them how they got their start in the business and where they recieved their education from.

    • 4

      Search the internet under "Financial Planning" for a list of resources for information on becoming a financial planner.

Tips & Warnings

  • Talk to several financial planners currently in business and ask them questions about the business and what you can expect as a financial planner.

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Comments

  • 810527803 May 25, 2007
    Do you happen to know which company is good for someone who is new to the field?
  • 810527803 May 25, 2007
    Do you happen to know which company is good for someone who is new to the field?

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