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Guides

Guides for your career in financial advice

Financial advice is a relationship business. These guides cover what the work really is, how to get licensed, how to make the move from another career, and how to plan a practice that lasts.

  1. Part 1 · 12 min readShould You Become a Financial Advisor? 3 Questions to Ask FirstWhether the profession fits your interests and expectations.
  2. Part 2 · 13 min readHow to Become a Financial Advisor: Licenses, Exams, and Getting StartedHow the industry works, which exams you need, and how to get started.
  3. Part 3 · 14 min readFinancial Advisor as a Second Career: 7 Steps to Build One That LastsMaking a successful move into financial advice from another career.
  4. Part 4 · 14 min readFinancial Advisor Business Plan: 5 Essentials for Building a Lasting PracticeCreating a vision and starting to build a practice that lasts.

Ready to talk about your own path? See how to become a financial advisor with Parsonex or how Parsonex works for established advisors.