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Certified Financial Planner

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Certified Financial planner Being a certified financial planner is not for everyone, this title is considered a professional title in the financial planning field (Certified Financial Planner Salary). Certified Financial Planners have many tasks. They document and revise financial plans for clients and identify client’s financial goals, concerns, and opportunities. Financial planners must be very reliable, so clients will have the confidence to invest their money in that person (Otts, Chip). The profession of a certified financial planner is a growing career field that is desperate for eager students to care for the financial needs of individuals within our country, and after interviewing an actual financial planner I realized how passionate about the career field. In order to become a certified financial planner, there are certain education and examination requirements that prospective financial planners must pass. The prospective financial planner must hold a bachelor’s degree or higher from an accredited college or university. They must also complete college level coursework through a program that is registered with the CFP Board. This program must address the major financial planning areas identified by CFP Board’s most recent Job Analysis Study (CFP Board Education Requirement). After completing certain …show more content…

“I would say the main pros of my job are flexibility, the happiness of helping people, and the salary,” state Chip Otts. The work hours of a certified financial planner vary, but the most common hours are from 8:00 a.m. to 4:00 p.m. Although, the average financial planner has extreme flexibility during those set hours. For example, most financial planners work through appointments (Otts, Chip). They set appointments that work into there schedule. This gives people the ability to spend time with there families, attend important events, and to be involved in their children’s lives (Otts,

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