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139 - What's the Best Way to Become a Financial Planner?
Description
Listener Question
I was wondering if you could talk about the career path of a financial planner, more specifically a CFP who is an independent RIA. I am a college student studying finance looking to become a CFP, there seems to be many paths to take and it is a little confusing. Any tips on how to get valuable experience whether through summer internships or part time work in school?
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
3:07 - Various Advisor Industries
4:40 - Scott's Introduction To Finance
7:02 - James Introduction To Finance
10:33 - It's More Than The Money
13:30 - Understanding The Textbook
16:05 - What Is An Associate Advisor?
19:51 - Who's The Right Fit?
24:30 - Transparency
27:28 - Aligining Your Financial Goals
LET'S CONNECT!
James
Scott
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