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Yes you will need too get special licensing and certification in order too be a financial planner. You will most likely need your states life insurance license as well as a federal series 7 and 63 license.

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14y ago

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What can be learned by enrolling in the CFP course?

You can learn to become a Certified Financial Planner by enrolling in the CFP Course. They have many courses that will set you on your way to become a Professional Financial Planner.


What type of license is required to be a financial planner?

Currently, there is no special licensing requirement to become a financial planner. However, many financial planners earn a certified financial planning (CFP) or chartered financial consultant (ChFC) designation. To become a reputable financial planner in the US, you need to have a CFP Certification conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planners Standards Council in Canada, etc. depending on the country.


What is needed to obtain financial planner certification?

If one wanted to become a financial planner, one must obtain the proper certification needed. One would need to obtain the Certified Financial Planner (CFP) designation.


What education is needed to become a financial planner?

The main thing about going into the career of financial planner is definitely receiving your bachelor's degree. It is the best way to contend with other financial planners. You can go for a certification to become a certified financial planner. I would recommend getting an internship or trying to go into a training program.


What is the education needed to become a financial planner?

The main thing about going into the career of financial planner is definitely receiving your bachelor's degree. It is the best way to contend with other financial planners. You can go for a certification to become a certified financial planner. I would recommend getting an internship or trying to go into a training program.


Where can one study how to become a financial planner?

One can study how to become a financial planner by taking college courses or classes on insurance, business, real estate, economics, and finance related courses.


How does someone become a certified financial planner?

Someone can become a certified financial planner by getting a qualification from the CFP Board. One can apply to take the qualification exam online through their website.


How can one learn about becoming a financial planner?

One could enroll in a Financial Adviser through Simply Academy. Another place one could gain experience would be The FA School. Both of these places will help one learn about becoming a financial planner.


What does a financial planner certifiction do?

A certified financial planner can help you with your finances. If you yourself wants to become a CFP then there is schooling envolved. It may be a profitable buy for some but not for others.


How do I become an independent financial planner?

To become a independent financial planner, you must first graduate highschool, preferibly with a high G.P.A. Then you must go to college or university and take many math related courses and graduate with a degree in the financial department.


Where can one find information to become a men planner?

There are many websites that offer information to become a menu planner such as the bizymoms website. Alternatively you may use the ehow website to learn how to be a menu planner.


What steps does one need to take to become a certified financial planner?

One needs to take several steps to become a certified financial planner. The first and most important step is to go through a certified financial planner education regimen at some university. Next, one must pass the CFP exam administered by the CFP Board.