How to become a Financial Planner in 2021 (Career Advice from a Chartered Financial Planner)

How to become a Financial Planner in 2021 (Career Advice from a Chartered Financial Planner)

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If you want to become a Financial Planner in 2021, this video is especially for you.

I get this question on a regular basis, with lots of emails each month from blog readers, podcast listeners and YouTube viewers, who are all keen to start their career in Financial Planning. In this video, I’ve pulled together the three main things you need to think about if this is something you’re interested in doing.

CII Diploma in Regulated Financial Planning: https://www.cii.co.uk/learning/qualifications/diploma-in-regulated-financial-planning-qualification

NextGen Planners training contract: https://nextgenplanners.co.uk/training-contract/

Subscribe to our YouTube channel: https://www.youtube.com/channel/UC43O4ZgouUQ7Z3_Xk6vd3jw?sub_confirmation=1

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Martin Bamford is a Chartered Financial Planner, Fellow of the Personal Finance Society and Director of Client Education at Informed Choice.

He’s author of three bestselling personal finance books:

The Money Tree: https://amzn.to/2HE1Pm9

Brilliant Investing: https://amzn.to/34xIdZJ

How to Retire 10 Years Early: https://amzn.to/2HEtxPq

Martin is a co-author of Harriman’s New Book of Investing Rules: https://amzn.to/3oz6KFJ

Martin is responsible for investment management research at Informed Choice and is our media spokesman. He is the host of the popular Informed Choice Radio podcast: https://icradio.co.uk/

Listen on Apple Podcasts: https://itunes.apple.com/gb/podcast/the-informed-choice-podcast/id941872073?mt=2&ls=1

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We help people just like you find answers to the big financial questions, making sure you can live a meaningful life as a result.

As an award-winning firm of Chartered Financial Planners working in Cranleigh and Petersfield, we know a thing or two about Independent Financial Planning.

Our team of Financial Planners use their knowledge and experience to deliver impartial and unbiased independent financial advice which will remove stress, bring your goals closer and deliver real financial security.

Website: https://icfp.co.uk

Follow us on Twitter: https://twitter.com/informedchoice

Informed Choice on Facebook: https://facebook.com/informedchoice

Informed Choice Ltd. Authorised and regulated by the Financial Conduct Authority.

The guidance contained within this video is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Past performance is not a guide to future performance, nor a reliable indicator of future results or performance.

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Here's the kit we use to create our videos (affiliate links):

Canon M50 camera: https://amzn.to/3lLTfQH

RodeLink wireless microphones: https://amzn.to/2H7SimA

DJI Ronin SC gimbal: https://amzn.to/34WCvj2