Resources

인터넷에서 주은 것 모음

 

Kitces blog posting

A very good starting point

https://www.kitces.com/blog/financial-coaching-what-it-is-and-how-to-become-one/

Financial Coaching: What It Is And How To Become One

 

 

CFP

자격증을 (또?!?!?!?!) 딸까 생각했는데 너무 비싸서 일단 보류.

나는 CFA/CPA (CPA 라이센스 서류 넣고 통과한다면)라서 required coursework은 면제.

하지만 accelarated coursework (45 hour long)은 해야하고 - cost is $1,100 -_-

Then test registration (the early bird one) is $850-ish - 950-ish normal, 1,000+ for late registration

I think I need to buy study materials as well - $500-ish

total: $2,500+

This is too much. I think I can teach myself using books and internet. I will get it later when I need it. If any "qualification" is needed, CFA or CPA designation should suffice for now.

 

retirement accounts - all the details

https://www.bogleheads.org/wiki/Main_Page

Bogleheads

 

Go Roth

https://fairmark.com/retirement/roth-accounts/