u/frobertboston

I recently completed a grueling CFP course. I’ve decided not to pursue becoming a CFP due to the 6,000 hours of experience needed. I am age 65 and not interested in working for someone full time 40 hrs a week. It would take me 3 years to earn the 6000 hours.

Instead I wish to be a financial adviser offering my services as fee only ( advice only compensation) or fee based ( advice + commission compensation).

I’m leaning towards becoming an IAR and affiliate with a RIA so I can hit the ground running and have someone else manage back-end support and compliance.

I’m looking for this groups advice.

1. Will my completed CFP course help me pass the Series 65? Or should I take a S65 prep course, which one?
2. What RIA companies should I consider and why?

Thank you in advance.