How to Become a Financial Planner

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The investment field is constantly increasing and more and more people and businesses are investing their money. Businesses and individuals often need professional financial advice and help designing their investment portfolios. Financial planners help their clients with financial decisions and create plans to meet their financial goals.


Hey, I'm Joshua T. Osborne

In 2015, I said goodbye to 16-hour days and hauling boxes up and down stairs for a living (I was a mover). I became a full-time entrepreneur, and I made my money by helping business owners make money.

They had a need, and because of Virtual Tool Booths., I could fill it. Through the methods taught by my all-time favorite course and mentor, I created a 6-figure business in roughly 6 months. I could retire today (at 37) and never have to worry about money ever again.

Because of Virtual Tool Booths., I was able to quit my job, work online with flexible hours, and move to the mountains (Colorado Springs if you’re wondering)...all while helping real people improve their businesses, incomes, and lives!

For most folks, a college degree is the biggest bill of their lives. I never went to college. So I don’t have any massive bills or giant debts hanging over my head. My greatest education came from Virtual Tool Booths. (for a tiny fraction of what college costs) and it’s the bill that pays ALL the bills - a hundred times over!

I really wanted to share this secret weapon with others, so they could change their lives the way I changed mine. So if you’re not 100% sure about college, or only researching to make someone else happy, Virtual Tool Booths. might be a better option for you.

Want to know how I built this life with no formal education?

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What does a financial planner do?

Financial planners help their clients make executive and informed decisions about their investment portfolios and other financial matters. They are extremely knowledgeable in all the available investment options and can effectively communicate the pros and cons of each option. Financial planners also provide tax advice to their clients and sell life insurance policies. They work with a variety of clients with many different needs and they gear their tasks and recommendations to meet those needs. They help their clients with general investment choices, retirement and estate planning, and setting up funding to pay for their children’s college education. Most planners offer advice on many different options, but some specialize in specific areas such as risk management or retirement planning.

What kind of training does a financial planner need?

Financial planners need at least a bachelor degree in finance or other related area. Most financial planners have a logical or mathematical background. Some large firms and companies prefer financial planners to have master degrees. Financial planners typically complete courses in accounting, economics, statistics, accounting, calculus, and stock market analysis.

Financial planners can obtain voluntary professional certification to remain competitive in the constantly evolving investment field. Most large firms require applicants to have completed the Certified Financial Planner (CFP) designation. Many financial planners that are self-employed also obtain the CFP certification because it attracts more clients. The CFP certification examination evaluates the financial planner’s ability to apply their knowledge to real-life situations.

What are the prospects for a career as a financial planner?

Employment of financial planners is projected to grow much faster than average for all professions, increasing 37% from 2006 to 2016 (1). The increased level of investments and growing amount of people expected to retire will drive job growth.

Job prospects are expected to be good with keen competition because financial planning is typically a high-paying and rewarding occupation. Financial planners with advanced education and extensive experience will have the best prospects.

How much do financial planners make?

As of October 2009, financial planners with the Certified Financial Planner certification earned average annual salaries between $44,452 and $88,618 depending on position and field (2).

A career as a financial planner is an excellent choice for individuals who have a strong interest in financial concepts and have a desire to help people with their investment decisions. Financial planners must be able to present financial terminology to clients in easy to understand language and answer any questions. They must have excellent communication and interpersonal skills and be extremely knowledge on financial options.

Joshua T Osborne

Founder/CEO – Mr. & Mrs. Leads

$84K Per Month providing Toll Booth Leads to small business owners all over the United States. is for anyone who is looking to get out of the daily corporate grind and provide a better lifestyle for themselves and their families while bringing massive value to small business owners. 

You can learn more here.

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