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My daughter wants to become a financial planner, so she can work in investments and real estate, retirement?
By Tom Dunn | November 25, 2007
JBWPLGCSE asked:
Retirement planning, college, insurance, ect. What would you suggest for classes to take, is this a two year or four year to be in college? Do they teach real estate in college?
Raul
Retirement planning, college, insurance, ect. What would you suggest for classes to take, is this a two year or four year to be in college? Do they teach real estate in college?
Raul
Topics: retirement planning |
November 27th, 2007 at 10:25 am
I would recommend majoring in Economics or Finance. She should also get her BA/BS no matter what. It will help her with whatever she chooses to do down the road if financial planning doesnt work out for her.
My college did not have any real estate courses. Your daughter will learn everything on the job though and will get licensed by her firm. She’ll have to take and pass a few exams, most likely Series 6 or 7, Series 64 or 65, and life and health insurance. It depends what state you’re in. Hope that helped.
November 29th, 2007 at 12:43 am
You don’t need to go to college to do real estate. It’s an on the job training type of thing.
December 2nd, 2007 at 3:21 am
I am a retired hiring manager in financial services. Thee is no “formal” requirement to becoming a financial planner or to work in real estate. There are various licenses that may be required, depending on the specific roll in those fields.
Individuals with a strong interest in planning are becoming CFPs (Certified Financial planning) which requires a college degree, experience and a certification exam.
I suggest she get some help with her career…..In the past I have recommended to help. They offer sound advice, very affordable and their CDs come with free “live help” personalized for your questions. Good Luck.