It doesn’t matter what type of financial advisor you are thinking about becoming, there are certain things that you will need to do to meet the minimum financial advisor requirements for licensing. Perhaps you would like to specialize more in particular fields like asset allocation by earning a CFP designation. Perhaps you wish to take the Certified Financial Planning and advisory service your clients offer financial guidance and financial management to their clients. Whatever the case may be, these are some things that you will need to do if you are going to be an effective financial advisor.

The Background

The first thing that you will have to do is to compile a resume and a cover letter detailing your educational background and work experience. As stated above, it is a good idea to have a CFP designation or similar professional distinction listed on your resume as well as a … READ MORE ...