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    Small Business

    Question

    If I receive my CFP (certified financial planner ) can I open my own business ?

    I have a tax business and have many potential clients. I am not sure if I have to work for a broker or a bank or another CFP, but I would rather open my own practice. What would be requirements.
    a few seconds ago 1 Answer

    Best Answer

    Chosen by Asker
    CFP can work for insurance companies , mutual fund companies, banks, financial planning companies, and are basically sales role. ( if working for insurance companies, actually it's "sized up insurance agent " ... insurance agent wears a new coat ) ... working as sales role for a broker or another CFP, is actually your own business too.. sales people of this kind are independent..
    a few seconds ago

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