Comments on: How to Become a Financial Planner http://wealthpilgrim.com/how-to-become-a-financial-planner/ WealthPilgrim.com - A Journey To Self, Health and Wealth Tue, 07 Feb 2012 14:29:27 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Jim Campbell http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-18209 Jim Campbell Tue, 29 Nov 2011 00:40:22 +0000 http://wealthpilgrim.com/?p=13841#comment-18209 Forbes.com reported last week that the #1 industry to start a new business is in financial services and included financial planning and income tax preparation. Forbes.com reported last week that the #1 industry to start a new business is in financial services and included financial planning and income tax preparation.

]]> By: Neal Frankle http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-16983 Neal Frankle Mon, 21 Nov 2011 22:40:08 +0000 http://wealthpilgrim.com/?p=13841#comment-16983 Unfortunately, I've met CFP's who are not very professional at all. Unfortunately, I’ve met CFP’s who are not very professional at all.

]]> By: Mike http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-16842 Mike Mon, 21 Nov 2011 04:20:52 +0000 http://wealthpilgrim.com/?p=13841#comment-16842 Being a Financial planner should NOT be taken lightly and should NOT be a second job. Please do not minimize our profession. We help people every day achieve their goals. Yes, there are individuals that call themselves "advisors" and "planners" but a CFP should not be confused with any of these. Being a Financial planner should NOT be taken lightly and should NOT be a second job. Please do not minimize our profession. We help people every day achieve their goals. Yes, there are individuals that call themselves “advisors” and “planners” but a CFP should not be confused with any of these.

]]> By: Broke by Choice http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4649 Broke by Choice Mon, 26 Apr 2010 18:00:33 +0000 http://wealthpilgrim.com/?p=13841#comment-4649 Very informative article. What is the difference between a Financial Counselor, a Financial Advisor and a Finanacial Planner? Very informative article. What is the difference between a Financial Counselor, a Financial Advisor and a Finanacial Planner?

]]> By: Anthony http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4481 Anthony Wed, 14 Apr 2010 20:39:49 +0000 http://wealthpilgrim.com/?p=13841#comment-4481 I have learned a lot about PF in the past few years. Although my degree is not in personal finance or any other business degree, I feel that I would make a real difference in people's lives. This is a good (and timely) post. I might consider this as a secondary job. I know it would be a very satisfying experience. I have learned a lot about PF in the past few years. Although my degree is not in personal finance or any other business degree, I feel that I would make a real difference in people’s lives.

This is a good (and timely) post. I might consider this as a secondary job. I know it would be a very satisfying experience.

]]> By: Neal@Wealth Pilgrim http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4469 Neal@Wealth Pilgrim Wed, 14 Apr 2010 05:38:12 +0000 http://wealthpilgrim.com/?p=13841#comment-4469 Hey Nunzio, That's a very nice compliment... I agree 100% ....it's super important to take care when it comes to picking advisers. Hey Nunzio,

That’s a very nice compliment…

I agree 100% ….it’s super important to take care when it comes to picking advisers.

]]> By: Nunzio Bruno http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4468 Nunzio Bruno Tue, 13 Apr 2010 23:07:26 +0000 http://wealthpilgrim.com/?p=13841#comment-4468 I think you pretty much hit all the nails on the how's of becoming a planner. One thing I might add is the way I went. I have my Master's of Science in Financial Planning and I got it from The McCallum School at Bentley University. Just another direction to accumulate the credentials and experience needed to be able to give good advice. To the point @Simple in France made in the first comment; yes anyone can be an "advisor" including kids looking for jobs right out of high school that get talked into the gig which is more of a sales job than anything else. So be very very careful when picking out people to help you craft real financial plans..not everyone out there is like Neal Frankle or myself :) Kudos on the article! I think you pretty much hit all the nails on the how’s of becoming a planner. One thing I might add is the way I went. I have my Master’s of Science in Financial Planning and I got it from The McCallum School at Bentley University. Just another direction to accumulate the credentials and experience needed to be able to give good advice. To the point @Simple in France made in the first comment; yes anyone can be an “advisor” including kids looking for jobs right out of high school that get talked into the gig which is more of a sales job than anything else. So be very very careful when picking out people to help you craft real financial plans..not everyone out there is like Neal Frankle or myself :) Kudos on the article!

]]> By: ParisGirl111 http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4388 ParisGirl111 Wed, 07 Apr 2010 19:56:21 +0000 http://wealthpilgrim.com/?p=13841#comment-4388 This is good to know. I didn't know the requirements for this . I will be sure to look for that when I am seeking a financial planner. This is good to know. I didn’t know the requirements for this . I will be sure to look for that when I am seeking a financial planner.

]]> By: Neal@Wealth Pilgrim http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4386 Neal@Wealth Pilgrim Wed, 07 Apr 2010 18:39:56 +0000 http://wealthpilgrim.com/?p=13841#comment-4386 Belmont, I think the education is critical...but it's not enough. Your years and years of experience are much more important IMO... Belmont,

I think the education is critical…but it’s not enough. Your years and years of experience are much more important IMO…

]]> By: Belmont Thornton http://wealthpilgrim.com/how-to-become-a-financial-planner/#comment-4364 Belmont Thornton Tue, 06 Apr 2010 13:26:55 +0000 http://wealthpilgrim.com/?p=13841#comment-4364 Interesting write-up!! It made me think for quite sometime. Do you really mean it when you say professional training is not essential for expertise in this field? What do you think about a long tenured experience? I have been in this field for quite some time and I sincerely think real life dealing with financial ordeals of various clients help to increase your skill. Interesting write-up!! It made me think for quite sometime. Do you really mean it when you say professional training is not essential for expertise in this field? What do you think about a long tenured experience? I have been in this field for quite some time and I sincerely think real life dealing with financial ordeals of various clients help to increase your skill.

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