What do I need to become a personal budget consultant?
PJPurpleLover asked:
I have been doing lots of research trying to find out if there are any certification requirements to become a personal budget consultant. I know Financial Planners need certification generally, but they tend to offer services like insurance, estate planning, and other things that I wouldn’t be offering. I would focus on setting people up with a budget and helping them maintain the budget.
I have been doing lots of research trying to find out if there are any certification requirements to become a personal budget consultant. I know Financial Planners need certification generally, but they tend to offer services like insurance, estate planning, and other things that I wouldn’t be offering. I would focus on setting people up with a budget and helping them maintain the budget.
Thanks
I suppose I should mention my location, since that may influence the answer. I live in the state of Texas in the US.
Chelsea Licon
just know your math