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