Hello I am considering getting my CFP, and starting on my own or at a firm. As a mom, I want more independence and freedom with my time. Any success stories running your own CFP services? On average how much do CFPs earn with their own business?.

Also what are the better routes if you want to work as a W2?

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You need to pass all your series exams then get your CFP and you have to work under a broker dealer to even get licensed

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Thank you!

The series 7 alone has an 87% fail rate so be ready it’s not easy!

funny

Jesus christ🥹🥹

Where are you located and how many years of experience do you have?

I'll be starting out so one year and I am in the CT area.

Do you mean CPA OR CFP You can’t just be a CFP you are regulated by FINRA AND THE SEC as well as state regulators.

Ah ok! I thought I could be a CFP without the CPA.

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