Comments on: How to Become a Financial Planner http://wealthpilgrim.com/how-to-become-a-financial-planner/ WealthPilgrim.com -No Money Worries. No Matter What. Mon, 21 May 2012 14:36:39 +0000 hourly 1 http://wordpress.org/?v=3.3.2 By: Eddie http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-38335 Eddie Tue, 24 Apr 2012 18:32:48 +0000 http://wealthpilgrim.com/?p=13841#comment-38335 I find this site very informative. I've been managing my own stock portfolio for over 15 years and now I want to just give "advice", and "stock recommendations" to relatives and close friends. I would only recommend stocks that are in my own portfolio, but an attorney told me that I need to be careful giving out "recommendations". I don't want to charge any fees. I just want to write short articles and post it on my (future) website ... brief articles about what I'm buying, and why. I do it just for fun, but an attorney told me I need to find out the rules of what I can and cannot do -- to prevent from being sued. Do I need to be registered? I live in the state of Hawaii. Thanks in advance to whoever can answer my questions. I find this site very informative. I’ve been managing my own stock portfolio for over 15 years and now I want to just give “advice”, and “stock recommendations” to relatives and close friends. I would only recommend stocks that are in my own portfolio, but an attorney told me that I need to be careful giving out “recommendations”. I don’t want to charge any fees. I just want to write short articles and post it on my (future) website … brief articles about what I’m buying, and why. I do it just for fun, but an attorney told me I need to find out the rules of what I can and cannot do — to prevent from being sued. Do I need to be registered? I live in the state of Hawaii. Thanks in advance to whoever can answer my questions.

]]> By: Neal Frankle http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-38314 Neal Frankle Mon, 23 Apr 2012 12:31:08 +0000 http://wealthpilgrim.com/?p=13841#comment-38314 Try these posts: wealthpilgrim.com/financial-advisor-training-real-world-advice-from-a- successful-cfpr/<a href="wealthpilgrim.com/financial-advisor-training-real-world-advice-from-a- successful-cfpr/" rel="nofollow"></a> and <a href="wealthpilgrim.com/the-fastest-path-to-great-financial-planner-jobs/" rel="nofollow"></a> Try these posts:

wealthpilgrim.com/financial-advisor-training-real-world-advice-from-a- successful-cfpr/

and

]]> By: Ryan http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-38306 Ryan Mon, 23 Apr 2012 02:11:35 +0000 http://wealthpilgrim.com/?p=13841#comment-38306 I am going to be graduating college in a few months and I am really interested in becoming a CFP. Every job opening that has to relate to financial planning seems to require experience and I know that you need 3 years as well to be a CFP. The only things that I have found are the financial advisor training programs from Wells Fargo, Edward Jones, etc. where they will license you with your series 7 and 66. If I was to pursue something along those lines, does that count towards experience for you CFP? I understand it is also a lot of door-to-door and cold calling as well. Any information or suggestions will help. Thanks I am going to be graduating college in a few months and I am really interested in becoming a CFP. Every job opening that has to relate to financial planning seems to require experience and I know that you need 3 years as well to be a CFP. The only things that I have found are the financial advisor training programs from Wells Fargo, Edward Jones, etc. where they will license you with your series 7 and 66. If I was to pursue something along those lines, does that count towards experience for you CFP? I understand it is also a lot of door-to-door and cold calling as well. Any information or suggestions will help. Thanks

]]> By: Neal Frankle http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-38163 Neal Frankle Tue, 10 Apr 2012 19:39:55 +0000 http://wealthpilgrim.com/?p=13841#comment-38163 Eddie, if you are talking about the RIA process, yes, it's a pain. Look at magazines like "Investment Advisor" or "Investment News". There are ads for people who you can hire to help. Eddie, if you are talking about the RIA process, yes, it’s a pain. Look at magazines like “Investment Advisor” or “Investment News”. There are ads for people who you can hire to help.

]]> By: Eddie http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-38162 Eddie Tue, 10 Apr 2012 19:37:33 +0000 http://wealthpilgrim.com/?p=13841#comment-38162 I discovered that the application process is very detailed and time consuming (at least for the state of Hawaii)?? Someone told me that there are "consultants"? who assist with the application process. If true, how would I find a reputable consultant to help me through the process? I discovered that the application process is very detailed and time consuming (at least for the state of Hawaii)?? Someone told me that there are “consultants”? who assist with the application process. If true, how would I find a reputable consultant to help me through the process?

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