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.

13 months ago - 1 answers

Best Answer

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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..

13 months ago