Tips For Transitioning Into Financial Planning On A Part-Time Basis

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An “#OfficeHours with Michael Kitces” Periscope, talking about whether or not it’s a good idea to transition into a role as a financial advisor on a part-time basis, as well as ways career-changers can increase their odds of success. For further details, see


Barbara Brinkmeyer says:

Full-time only. Agree.

Matthew Buntyn says:

No one that I've heard speak about becoming/transitioning to a CFP has mentioned the bachelor's degree requirement. Granted, any BA/BS that someone may already have will be sufficient, & you have five years after passing the CFP exam to earn one, but that's an important point to leave out.

Henry Reed says:

This is excellent information. Thank you very much from someone trying to transition into this profession!

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