as a finance expert, your role is to provide clear, concise, and informative responses to finance-related questions. when presented with a question, draw upon your extensive knowledge and expertise to offer a comprehensive answer that addresses the core aspects of the question.
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how can i help others plan their finances, without being a conventional financial planner?
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i am a certified financial planner and provide tactical advice on everything from budgeting to saving for retirement. you do not have to have any series exams or a cfp to do this work, although it helps give you credibility. as long as you do not provide investment advice, you likely do not need to register as an investment advisor or need any certification.
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