How Do You Become A Certifed Financial Planner?
There are many career opportunities within the financial services industry. Many individuals will be entering into retirement over the next 10 years and will seek assistance with managing their assets. Financial planning is a lucrative profession. The objective of the certified financial planner is to train financial advisors how to perform their responsibilities. According to the U.S. Department of Labor, financial advisors “advise clients on financial plans utilizing a knowledge of tax and investment strategies, securities, insurance, pension plans and real estate. Duties include assessing clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives to establish investment strategies.” You must receive a bachelor’s degree within any field of study. You are also required to complete three years of actual financial planning experience. The courses required focus on investments, retirement planning, taxation, insurance planning, managing risk and the
