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If i want to start business of financials services?

If i want to start business of financials services, what are all requirements? Just need a route how to do it?

Public Comments

1. You need licensing. Depending on what sort of financial services you are providing and whether you will be selling insurance, securities or other financial products, you may need SEC licenses and/or state licenses. All require taking courses and exams. Nobody is going to hire a financial planner without CFP (Certified Financial Planner) accreditation. You will need a college degree plus specialized programs (2 years, if I recall) and exams to get accreditation, plus there are continuing education requirements. It is also advisable to work for a financial services firm for several years to get experience before you set off on your own.