Date: Thu, 4 Mar 2004 13:39:49 CST
From: Tad Borek
Newsgroups: misc.invest.financial-plan
Subject: Re: General FP Questions
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David Gallivan wrote:
> I have several general questions on being a Financial Planner. I am
> thinking about a career change. I am very interested in becoming a
> Financial Planner. I was hoping I get some feedback on my questions.
>
> 1. What is a typical day like for a planner?
> 2. Are most Planners self employed?
> 3. How do you get clients? I do not see any commercials for planning.
> 4. Can you practice Financial Planning with out the CFP?
> 5. What is the best way to become a CFP?
David,
Some resources to answer your questions:
Books
Nancy Jones, "So you Want to be a Financial Planner"
Jeff Rattiner, "Getting Started as a Financial Planner"
Web Sites
www.financial-planning.com
Discussion board: "Geting Started and Career Building" - best to read
through archives first, then post any questions (I'm a moderator on that
site).
www.fpanet.org - site of the group that owns and licenses the CFP trademark
From these you'll get a range of opinions from people who are in the field.
-Tad
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