I’ve said it before and I’ll say it again: I’m not much of a planner. I’m fortunate to live with someone who, among many other wonderful qualities, is an above-replacement planista. It’s not at all clear to me where I’d be without her.
That’s not why you’re reading this post, though, nor why I’m writing it. You want to know why I devoted more than 2,000 words a few years back to convincing readers at Money Crashers just why they should hire a financial planner — specifically, a Certified Financial Planner™, or CFP®.
Full disclosure: My Money Crashers post was produced in partnership with CFP® Board, the official guild for U.S.-based CFPs. Don’t expect much suspense.
If you’re interested in how my piece reaches its inevitable conclusion, though, I encourage you to give it a read. There’s a lot I didn’t know about working with CFP® professionals before I began my research — and I say that, with a touch of embarrassment, as someone who’d previously worked with a CFP® professional.
Though it’s not the main event, my piece also touches on training and education requirements for aspiring CFP® professionals. If you’re looking to switch careers and (potentially) set the stage for a successful run as a solopreneur or small business owner in charge of his or her own destiny, you could do worse than to pursue CFP® certification. The CFP Board’s website has more detail on exactly what’s required, and when. (It’s a lot, for good reason.)
Give the whole thing a read here.