Has anyone worked as a freelance Financial Planner in their spare time?
When I finish school I was planning on doing a little part time work serving as a financial planner and as an accountant doing 20-30 hours a month so I can use my my apartment etc. as a tax write off. Has anyone on this board done this to make a little extra spare cash? What were your experiences? How long did it take you to get to something around 4-6 clients per month. Thanks!
There are a variety of regulations associated with providing individuals with financial advice...make sure you don't break the law...
Indeed. I definitely plan on being fee-only and receiving certifications from two Financial Planner associations.
Accounting and bookkeeping is one thing, financial planning is another. You can provide bookkeeping and accounting services relatively easily. Don't claim your a CPA though. Financial planning is more difficult to do since you usually will need to satisy a bunch of regulations, depending on your state.
I posted while you were typing.
Oh, I would never claim that I was a CPA. I was planning on doing quickbooks work for all of my artists friends in SF. Easy work.. Thanks for the feedback guys!
Also interested.
I know someone in undergrad who started her own QB business on the side. Took her only a few months to get a steady clientele (4-6). Then again, she used her husband's IT business to hep her get the clients....
While browsing around I found this
http://www.napfa.org/
They have learning materials for sale, in addition to this I know that there is a series of books published that are case studies. When I find them I will post.
Is there a place where one could find basics for this sort of business model? What financial planners charge, that sort of thing.
Ullam est officia maxime molestiae consequatur id adipisci. Unde praesentium debitis autem minus. Dolor eaque iure ducimus deserunt qui. Quo labore veritatis quaerat cupiditate voluptas est. Animi aut rerum enim sed quo. Dolorum qui animi mollitia et rerum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...