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Becoming an independent financial advisor is something you might consider if you're ready to step out of the traditional model and reshape your career path. Independence has its benefits, though ...
Continue reading → The post How to Become a Financial Advisor in 6 Steps appeared first on SmartAsset Blog. There's more than one way to become a financial advisor, of course, and countless ...
To become a financial advisor, you have to pass a few key exams to acquire the necessary licenses to practice in your state. Generally, you’ll need the following licenses: Series 6 license
The Certified Financial Planner certification is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) [1] in the United States, and by 25 other organizations affiliated with the Financial Planning Standards Board (FPSB), [2] the owner of the CFP mark outside of the United States.
It comprises sequential modules in (i) financial securities, (ii) financial markets, and then (iii) a role specific selection from fixed income, derivatives, or fund management. The three exams typically take between 18 months and two years to complete. Candidates become full Members and may use the post-nominal "MCSI".
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