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How can I get required financial work experience to become a Certified Financial Planner while still teaching?

Monday, January 12, 2009
By Giga Flux

financial



The? m. of? IA interested in being a good certified financial planner, but the coating? m. of? IA something of a? the inextricable? of? . the â? â to complete the requirements for certification as conventional financial planner, a person must have 3 years of experience in financial work. The? m. of? IA currently a teacher of social studies of the High School full-time and would make the transition to a new career as soon as possible after I leave the teaching (during about 10 years). What can I do while? m. of? IA still a full-time teacher to gain work experience that I have financial need so that you can do I transition to a certified financial planner without having to spend 3 years to get this experience once I leave teaching? Thanks in advance for your time, ideas and information.

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2 Responses to “How can I get required financial work experience to become a Certified Financial Planner while still teaching?”

  1. RKF

    That’s tough, since I’m sure you have a busy schedule. Contact Life/ Health insurance agents and financial planners in your area and see if any of them have summer positions open. Maybe some of them are open on Satudays? (Long shot.) Maybe you’ll find someone who will take you under their wing in a mentor/ mentoree relationship.

    You could always get your life and health insurance license and start selling annuities (considered a financial product). From there you can get your Series 6/63 and/or 7 licenses so you can sell variable interest products. You can do all of this on your own, working for yourself.

    Perhaps you can ask other financial planners how they got their start?

    Best wishes.

    #6
  2. Try to post your question on finance message board

    #7

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