Becoming a financial advisor is a challenging endeavor with many requirements. Beyond potential education courses, you may also need to become certified as a certified financial planner (CFP) or chartered financial analyst (CFA) to set yourself apart.
As a financial advisor, you’re a guardian and guide for your client’s financial well-being. But when it comes to philanthropic giving, many advisors cede that role and avoid engaging their clients on the subject. Don’t make that mistake. If you have a client inclined to philanthropy, you have a responsibility to guide them in that process.