I currently have a good job, but have a passion for Financial Planning. I don’t want to quit my good paying job with benefits and jeopardize my family’s finances.
If possible, what would be a good way to ease into the financial services industry (without quitting my day job until I can afford it)?
I understand that I can’t take the Series 7 or 66 exams without being associated with a broker. What certifications should I get for this process? It seems to me like the Series 6, 63, and 65 seem to be the most applicable.
Thanks for the help