The Good Financial Cents Show w/ Jeff Rose, CFP®

Ep. 141 - How to Become a Part-Time Financial Coach (Ask a CFP®)


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Do you have a passion for helping people with their money but have a hard time figuring out how to go about it?

 

Could you be a part-time money coach?

 

We recently had a subscriber ask: I’ve started taking CFP courses and I want to start part-time helping families get their finances in order. I was wondering if you could offer any advice in regards to this.

 

04:18 - Is this a viable option? 06:35 - Requirements/Certifications of a financial coach. 08:48 - What is your money story? 13:11 - What is your speciality? 15:44 - What is your specific solution? 16:38 - What will you charge?

 

Check out my YouTube channel here.

Follow me on Twitter and Instagram

 

Resources:

https://wealthhackerlabs.com/ask/

https://whitneyhansen.com/

https://damonday.com/

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The Good Financial Cents Show w/ Jeff Rose, CFP®By Jeff Rose, CFP®

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