Preparing Yourself for a Career as a Financial Planner

The path to becoming a financial planner begins with genuine interest in a career providing financial advice to others. But your progress toward that goal is largely influenced by how prepared you are in three key areas: financial acumen, communication skill, and your own financial situation. You may need to spend considerable time, potentially years, on one or more of these items before you can launch a financial planning career, and that’s okay.

For most, this journey begins with an honest, self-assessment of career readiness. What do you lack? Can it be corrected? And how would you do that? From there, you can build a plan to get you ready enough to advise clients. You don’t have to know everything up front because you will continue to develop throughout your career, but you need to get to the point of being functionally ready.

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