Tips For Transitioning Into Financial Planning On A Part-Time Basis

An "#OfficeHours with Michael Kitces" Periscope, talking about whether or not it's a good idea to transition into a role as a financial advisor on a part-time basis, as well as ways career-changers can increase their odds of success. For further details, see www.kitces.com/blog/transitio...

[@Virtues162]

How about rephrasing the question _ Can one do two jobs one which is financial advising??

[@brianm9872]

Thanks! This was an extremely useful video.

[@jdldrummer]

This is excellent information. Thank you very much from someone trying to transition into this profession!

[@MatthewBuntyn]

No one that I've heard speak about becoming/transitioning to a CFP has mentioned the bachelor's degree requirement. Granted, any BA/BS that someone may already have will be sufficient, & you have five years after passing the CFP exam to earn one, but that's an important point to leave out.

[@kennytrimm6234]

What do I need to do to become Financial Advisor