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This morning - over on Moolanomy - is an interview Pinyo conducted with yours truly last week.

As a part of the interview Pinyo asked me, “what’s the minimum requirement for someone to offer financial advice?”

I thought he meant what was the minimum amount of investable assets you need to work with a financial advisor, and I went on to answer that question. Although he was happy for that answer, what he was really trying to ask me was… what qualifies someone to offer advice to the public professionally?

(For the purposes of this post, we’re going to add 5 little words to the end of that question. So the question now reads… what qualifies someone to offer advice to the public professionally AND BE COMPENSATED FOR IT?)

Continue Reading “So You Want To Become A Financial Advisor?”