Financial Planner Career: How to Become a Certified Financial Planner

What to Consider in a Financial Planning Career

The need to track down finances is widely increasing especially in these times of economic instability. This is why the financial planning career is also becoming in demand that aims to assist individuals with their finances.

A financial planner job description includes:

  • Helping individuals or organizations efficiently plan their savings, income as well as investments.
  • Helping individuals or organizations in examining immediate and sustainable financial solutions.
  • Helping investors decide on which type of investments would yield to high gains.
  • Advising individuals or groups in determining when to invest and calculate major expenditures.
  • Financial planners must also have sufficient knowledge with regards to legal restrictions and laws governing retirement plans, tax shelter, insurance, trusts, and others.

Educational Requirements

How to become a financial planner involves the following educational requirements and bachelor’s degrees:

  • Marketing
  • Accounting
  • Business law
  • Economics
  • Financial and estate planning
  • Good math skills
  • Ability to work in budgets and accounting systems
  • Acquire Certified Financial Planning (CFP) credential

Career Outlook

Financial planners have a career outlook in serving employers in generating high profit gains as well as increasing financial benefits of services and/or products within their scope.

Salary and Income

Salary range and income of financial planners depend on their level of experience. Some experienced financial planners charge up to $80,000 to $130,000 annually. Most financial institutions even provide other benefits such as health and insurance, pension plans, and paid vacation and holidays for financial planners.

About the Author

I am working as Editor in Chief for Writing on Financial Topics is my passion. You can find me on , Seeking Alpha Instablogs or join our Facebook Community, s. FNI is a great Community for financial bloggers and writers. Get everything you wanted to know about your finance and investment related matters such as mutual funds, banking, retirement, economics and much more.

Be the first to comment on "Financial Planner Career: How to Become a Certified Financial Planner"

Leave a comment

Your email address will not be published.