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Financial Planners - How To Work At Home As A Financial Advisor

June 15th 2006

Financial Planners - How To Work At Home As A Financial Advisor


Many Americans dream of working from home, but arenít sure what direction they should take or how to get started.  One opportunity that should be considered is a person financial advisor.  The Bureau of Labor Statistics says that 4 out of 10 financial planners are self employed and their median average income is $62,700 (2004).

Typically, financial advisors that are college graduates with good communicationís skills make the most money.  There are many organizations that can aid you in your desire to work for yourself as a financial planner / advisor.  The Certified Financial Planner Board of Standards (CFP Board) is the most prestigious certifier of advisors.

Becoming a Certified Financial Planner (CFP) can add confidence for your clients and will also ensure that you are knowledgeable about investing. They can also help you become certified and help you market your skills. 


The CFP Board will require a college degree. You will want to check and make sure the college or university you want to attend is listed with the Board.  Be sure that the college certificate you get will qualify.  Once you finish your education and have three years of work experience, you will be ready to take the CFP exam. 

Many candidates get their work experience while they are taking the classes.  That is a great idea because you can see real world applications of what you are learning in school.    

You will need to know tax planning, the financial planning process, employee benefits, retirement planning, estate planning, investment management and insurance.  The exam will take two days for a total of 10 hours.  They will also want you to pass an ethics review and agree to abide by the CFP boards rules.


But it doesnít stop there.  Every two years you need to re-certify.  You will be required to attend 30 hours of financial planning continuing education to keep updated in the industry.  Two hours will be spent on the CFP Board's Code of Ethics and Professional Responsibility or Financial Planning Practice Standards.

Online universities can help.  You can study online while you train. Kaplan University is just one of many online schools that offer a financial planning program.  But remember that the school you choose must be accredited by the CFP Board.  Becoming certified by the CFP Board can increase your income.  The training alone is invaluable.

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Dan Wilson
Best Syndication

Books on Investing

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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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