A Whiz With Money? How About Becoming a Financial Planner?


© Shirley Gregory

Whatever business you're in, if you're self-employed, you need the advice of a financial planner. It might be only once a year around tax time, or it might be every other day, but you should make sure you get professional financial counseling to keep your venture on solid ground.

What if you're a financial whiz yourself? You might just have a home business in the making. With the explosion of both small business and investing, more and more people all the time are turning to financial planners for help.

Whether you're talking savings accounts, mutual funds, CDs, IRAs, annuities or IPOs, many different financial vehicles are screaming for the average person's investment dollars these days. As a planner, you can help your clients secure their financial futures.

While you don't have to be a certified public accountant to be a financial planner, you should have an extensive knowledge of available financial options, as well as the risks and benefits of each choice.

Where can you turn for more information? Try the Certified Financial Planning Board (http://www.cfp-board.org), the International Association for Financial Planning (http://www.iafp.org) or the National Association of Personal Financial Advisors (NAPFA) (355 W. Dundee Road, Suite 107, Buffalo Grove, IL 60089, 708-537-7723). You might also check out NAPFA's trade publication, the NAPFA Advisor.

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