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Financial Advisor How to work at home as a Financial Advisor

May 3rd, 2006

Financial Advisor  How to work at home as a Financial Advisor

Professional Advisor

Working at home is a dream job for many people.  One career that allows you the opportunity to be self-employed and work at home is to become a personal financial advisor.  According the Bureau of Labor Statistics, 4 out of 10 personal financial advisors are self-employed.  The Bureau of Labor also said that the median average income for a personal financial advisor in May of 2004 was $62,700.

Successful personal financial advisors are college graduates that have good communication and people skills.  Many organizations for financial planners exist.  They can help you with getting a certification to help market your services.  Becoming a Certified Financial Planner (CFP) will add confidence for your client base and will ensure that you are knowledgeable about investing.  The CFP certification is an in-depth process that maintains the professionalism of the financial planning industry.

You need to find out if a college or university is listed with the Certified Financial Planner Board of Standards (CFP Board).  You will need to become educated with those specified schools that offer a financial planning program.  Once you complete the education you are ready to take the CFP exam.

The CFP examination is a two day, 10 hour test.  The test includes tax planning, financial planning process, employee benefits, retirement planning, estate planning, investment management and insurance.


You will need to have three years experience working in the financial planning and counseling people in order to gain the CFP title.  You will also need to pass an ethics review and agree to abide by the CFP boards rules.

Once you gain the CFP certification you will need to re-certify every 2 years.  You are required to attend 30 hours of financial planning continuing education to keep updated in the industry.  The CFP organization also expects 2 of these hours to be learning about the CFP Board's Code of Ethics and Professional Responsibility or Financial Planning Practice Standards.

Online universities have financial planning course available so you can work on a degree with financial planning while you work.  Kaplan University is just one of many online schools that offer a financial planning program.  Make sure the university is an accredited school.  Without accreditations your degree may be worthless.


Without certification it would be difficult to build a successful financial planning business.

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Nicole Wilson
Best Syndication

Books on Personal Financial Planning

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Important:  The material on Best Syndication is for informational purposes only and is not meant to be advice. You should always seek professional advice before making financial decisions. 
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