Becoming a Certified Financial Planner

From: "Ira Krakow" <ikrakow_1999@yahoo.com>
Subject: Becoming a Certified Financial Planner
Date: Fri, 23 Mar 2001 10:55:43 -0500

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   I am thinking of changing careers and becoming a Certified Financial
Planner.  My goal is to do fee-only financial planning because I don't want
to be seen as a salesperson hawking only the investments that generate
commissions.  I would like to work impartially for the client.

   I'm approaching retirement age and would like to specialize in retirement
and estate planning.  The reason for that is not only that I'm personally
interested in this but I think there is a large market (baby boomers) who
will be retiring fairly soon.

   I've looked at the College of Financial Planning course - you can take it
over the Web - but I'm not sure if that's the best way to get into the
field.  Is it better to get the CFP credential first and then get an
apprenticeship and/or hang out your shingle, or get some job experience
first?  I've also thought of combining this with the H&R Block tax course to
get a more in-depth understanding of taxes.

   Any CFPs or others who have any insight, please post to the list or email
me at ikrakow_1999@yahoo.com.

Thanks.
Ira


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