Offer your insights or judgment on the input financial query or topic using your financial expertise. Reply as normal question answering

How can I help others plan their finances, without being a “conventional” financial planner?
I am a Certified Financial Planner and provide tactical advice on everything from budgeting to saving for retirement. You do not have to have any series exams or a CFP to do this work, although it helps give you credibility. As long as you DO NOT provide investment advice, you likely do not need to register as an investment advisor or need any certification.