Simon Hassan, CFP, New Zealand:
Not only is it necessary to attain and maintain your knowledge and skills, it is also a sign of your commitment to being part of a profession that puts clients first. As research shows, it will also probably improve your income and the long-term value of your business.
But I’m not convinced a degree pre-requisite is essential. While we need complex knowledge and to be able to interrelate and prioritize complex issues, personal and communications skills really mark out the successful financial planner. These are not – cannot be – learned in academia.
I think a degree is a great grounding for a financial planner, but it would be a mistake to think
Continue reading Point/Counterpoint: How important is initial and ongoing education to being a successful financial planning professional?
