What Degree Do You Need to Be a Financial Advisor?

While many of us have MBAs or degrees in economics, the most important "degree" is the commitment to being a student of the industry. The technical knowledge found in the CFP curriculum is what makes you a credible educator, but the experience of sitting across from people for 25 years is what makes you a navigator. The degree gets you licensed. The CFP gets you credible. The decades of listening to families at their most vulnerable moments get you wise. None of those can be shortcut.