Personal Financial Advisor Qualifications

Video Transcript

"There's lots of ways to actually become a financial adviser. That's the good news. You don't have to stay on one particular path to actually get there. Some people become financial advisers because they started out doing taxes or tax returns or they were working in accounting and they see the need for a client to not only have tax advice but maybe have investment advice. And so they then start down the path of getting licenses to become a financial adviser. Other people go to college literally and study finance and economics and the literally come out of college, maybe do grad school, and they go directly into a financial career. And that's an awfully quick and good path to do that if you choose that. And other people like myself, we might have ended up there, I ended up in my career because I like people, helping people and I had your standard college degree. Bachelors and post graduate degree. And I just did the additional classes required to become a certified financial planner. And those are done a a separate college usually that specializes in that. And on top of that you can add different types of licenses which allow you to do different types of trading. And those are regulated by the FCC and the different regulating bodies that oversee our organizations. And so as long as you keep your licenses current. Once you get them you don't want to let them expire. As long as you keep them current you don't have to go back and take all the classes all over again."