Certified Financial Planner Career


A certified financial planner career is job where one gives counsel to others on how to manage their finances so that they reach their financial goals and make the most of their investments and savings. We often have many expenses for which we like to save and invest our funds to get good returns in times of need, like for children’s education, retirement, healthcare costs and so on and a certified financial planner has all the training and knowledge to give the required advice.

How to become a certified financial planner:

A certified financial planner has to work with accountants and attorneys to come up with a sound financial plan for the client and he must be good with numbers, math, take courses like accounting, business law, economics, financial planning, marketing etc which will help you get the knowledge required for pursuing a course for certified financial planning education. After your studies, you have to appear for the CFP test in order to get certified which includes areas like financial planning process, financial theory, investments, risk management, retirement planning and taxes.

Certified financial planner career courses, training, programs:

The basic academic requirement for a career in CFP is a bachelor’s degree preferably with finance as a major subject. A master’s degree in finance is also helpful to prepare a more diverse portfolio and get better salaries. The CFP exam must also be passed to be a certified financial planner.

Certified financial planner career schools/colleges, education:

There are many colleges, universities and institutes which provide the in-campus and online training required for a certified financial planner career:

Top 4 colleges/universities:

Florida State University

California Lutheran University

San Diego University

Texas Tech University

Certified financial planner career job opportunities, salaries/pay and recruitment:

The job outlook in this field is good and one can expect to get anywhere between $60,000 and $111,000 per year.

Category: Finance Careers

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