How to become a part-time financial planner?

Part-time financial planners do not need to meet specific educational qualifications, but most employers and clients prefer candidates to have a bachelor’s degree in a finance-related field. If you want to become a certified financial planner (CFP), you need a bachelor’s degree and you must pass an exam. You also need communication and critical thinking skills to understand the needs of each client and then offer solutions. If you sell financial products, you need to obtain a Financial Industry Regulatory Authority (FINRA) Series 7 license. Lastly, you need to be flexible to accommodate your clients’ schedules.