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5 Myths About Being a Financial Advisor – Debunked

May 31, 2024

Do you know what financial advisors do? Or are misconceptions about being a financial advisor holding you back from exploring this profession?

To help you understand what your career as a CERTIFIED FINANCIAL PLANNER™ professional could look like, consider these common myths about financial planning careers.

Myth: It’s all just numbers and math.

Fact: While numbers are certainly involved in financial planning, there is much more to it than that. In fact, the job requires great communication skills and a high level of emotional intelligence. This is because money management habits are often guided by personal attitudes, beliefs and emotions, whether that looks like overspending or risk aversion.

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