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Financial Planner - Training
and Careers
Put your career on the fast track as a Certified
Financial Planner Why would you pick a career in
financial planning? It’s consistently voted as one of the
nation’s top careers - based on high rankings for the profession’s income,
employment, security, and other criteria. You can expect this
trend to continue as aging baby boomers seek assistance to manage
their money, plan for their children’s education, and invest for
their own retirement.
Personal financial planners can elect to
obtain the Certified Financial Planner credential, often referred
to as CFP. The CFP certification demonstrates to potential clients and employers that a financial adviser has extensive training
and competency in all areas of financial planning. The CFP
certification is issued by the Certified Financial Planner Board
of Standards. It requires relevant experience, the completion of
education requirements, the passage of a comprehensive examination,
adherence to a code of ethics and periodic re-certification
through continuing education.
Areas of study focus on the main
topics tested on the national CFP Certification Examination.
You’ll fulfill the education requirements for the CFP certification, plus
gain insights into client-centered, problem-solving skills giving
you a solid foundation of financial planning knowledge. You’ll be
able to better counsel clients with a deep understanding of all
the components of financial planning - from tax and investments to retirement and estate planning.
Financial planning is more
than a rewarding career - for many professionals it’s their passion. There’s no better way to advance your career than to earn
your Financial Planner certification. The time to accelerate your
career is now.
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