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139 - What's the Best Way to Become a Financial Planner? episode artwork

EPISODE · Feb 16, 2022 · 28 MIN

139 - What's the Best Way to Become a Financial Planner?

from Real Personal Finance · host Scott Frank and James Conole

Scott and James discuss the best way to become a financial planner. 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 Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here

What this episode covers

Scott and James discuss the best way to become a financial planner. 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 ...

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139 - What's the Best Way to Become a Financial Planner?

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Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 28 minutes long.

When was this Real Personal Finance episode published?

This episode was published on February 16, 2022.

What is this episode about?

Scott and James discuss the best way to become a financial planner. 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...

Can I download this Real Personal Finance episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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