Back to women's professions
President and owner of Advanced Financial Designs. I am a Certitifed
Financial Planner, and an Enrolled Agent (Enrolled to practice
before the Internal Revenue Service). My firm is a Registered
Investment Advisor and I also hold a Series 6, 7, and 22 securities
licenses. I am a licensed California Life and Disability Agent,
I lost some of my savings in the stock market and was determined
to learn how to invest.I took adult education classes at night.
I got so enthusiastic about it that I started to advise friends
and family on their finances. Then I got a brokerage firm to hire
me. That is when I got my securities licenses and more knowledge.
Then I left for a boutique firm where I learned how to prepare
comprehensive financial plans on computer and do tax preparation.
Then in 1983, I started my own firm. I did a lot of public speaking
at univerisites, organizations, and corporations in order to build
25% of all Certified Financial Planners are women. More are getting
into the field because more planners are getting paid fees instead
of commissions. This makes a more ethical environment to work in.
Start by learning all you can about basic financial planning such
as budgeting, checkbook reconciliation, compound interest, etc.
Then find out the different ways that CFP's do business so that
you know what areas you would like to specialize in. Do this by
asking lots of questions to those already in business. Try to intern
during the summer for a CFP so that you can get a "taste" of what
it is like for a CFP. Read all you can about the profession. It is