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,
On May 31, I began working for Northwestern Mutual in downtown Nashville. Northwestern Mutual is a Fortune 500 life insurance and financial planning company. Since then, my title hasn’t just been intern or college intern and I wasn’t just doing busy work or making copies for people. Northwestern Mutual treats their college interns as full time representatives with all of the daily jobs and responsibilities that full time employees handle. Northwestern gave me the title Financial Representative and sent me on my way to make a difference in peoples’ lives by giving them the opportunity to gain financial security through live insurance and financial planning.
Life can bring so many adversities that can results in battles with depression, low self-esteem, and anxiety over life's uncertainties.
17. Not all services that we provide here at Newfield Family Medical Practice is covered by every insurance plan, any service that is not covered you are financially responsible for.
Today I will creating a memo that guides my client Casey Blount. As her financial advisor I will get her through this rough patch of her life. Ms.Blount s a native of Knoxville, Tennessee, graduated last June from North Carolina State University with a major in Communications and a minor in business. Soon she will begin her first job as a junior account executive at an advertising firm called Profound Advertising, in downtown Raleigh on January 2, 2017. Even though she minored in business, she needs my help in advising her financial life. In my memo to her I will need to guide her through student loans; housing; transportation; credit card usage and credit score; retirement plans; and basic budgeting issues. Ms.Blount is working with a tight
I will be attending Mississippi State University and majoring in business; in hopes of becoming a personal financial advisor. While attending college, I plan to gain a vast number of tools to guide myself and others to a greater financial state. I also plan to become a certified educator because in our area the occupation is vital to the development of our youth. Benjamin Franklin said, “An investment in knowledge
In the statue of rules of regulations in Indiana to become a certified addiction counselor, the three statues that I found interested is: a certification in addiction counseling is acceptable, ten years of experience of being a addiction counselor, and under supervision, there is one hundred fifty credit hours needs to be complete in a internship. The credentials that needed to have a certification in addiction counselor is to have thirty-six credits and a practicum. An addiction counselor can have a minimum of a high school diploma or can have a bachelor degree. I can receive a certification unless than a year and can practice in the State of Indiana.
Affiliations with organizations like the Financial Planning Association have given attorney Andrew M Wyatt a leg up on his peers in California. The Financial Planning Association is an advocacy group that works with consumer interest organizations and financial services firms. The group, which is based out of Denver, also gives assistance to academic leaders, regulatory bodies, and state legislators. In 2000, the Institute of Certified Financial Planners and the International Association for Financial Planning merged to create the Financial Planning Association. Every goal that the FPA sets forth is related to the desire for better financial planning awareness and education,
It provides hints about the levers that managers must pull to achieve growth above the sustainable rate.
But we also lack the financial know-how to manage our money successfully”. She went on to say, “With a career as a financial specialist, you could help clients accomplish their lifetime goals. “To be able to express to the people that they can do the things they want to do—or send their child to college or purchase a house or retire early—is actual gratifying (Bureau of Labor Statistics 2014-15).” Financial Specialists are precious to the company. Although their daily tasks vary by occupation, their goals can be similar. For example, helping businesses make sound financial decisions is often a vital part of their work. Most of these workers need meticulous acquaintance of the rulebooks and protocols that apply to their jobs, such as accounting principles, tax codes, and financial regulations (Bureau of Labor Statistics 2014-15).” Next, according to the Bureau of Labor Statistics, employment of Financial Analysts are “projected to grow 16 percent from 2012 to 2022, faster than the average for all occupations (Bureau of Labor Statistics 2014-15).” A Finance Analyst added significant value
Have you ever thought of getting a job that pays you the most? Personal Financial Advisor and biomedical engineering are two different major fields that differ in many aspects, but pays very good. People usually tend to go for the field that they are mostly interested in ,and some people go for the one that pays better. Personal advisors requires more work to be done mentally than physically they “ provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances”(Occupational Outlook Handbook). Unlike, biomedical engineering, it requires a lot of physical work to an addition of mental work and they “work in manufacturing, universities, hospitals, research
1. Describe two examples of important things that financial planning skills can help you do, and explain why these things are important to you personally. (4-6 sentences. 2.0 points)
Evaluation will be based on End-of-Topic quizzes, a midterm exam, four assignments, and a final exam as listed under “Grading Scheme” below. There is a quiz at the end of each topic/chapter. The midterm quiz covers chapters 1 to 9 inclusive and the final quiz covers the entire course. All the quizzes are True/False and multiple choice types available in Blackboard. All the quizzes are open-book but because of the limited time available to take a quiz, you must have good knowledge of the content before taking the test. You are responsible for checking Blackboard for the opening and closing dates and times of the quizzes. No extensions will be allowed.
The job outlook in the next ten years for financial examiners for employment is projected to grow 10 percent from 2016 to 2026, faster than the average for all occupations (Financial Examiners, 2018). Financial examiners will be in demand as financial institutions seek help with federal regulatory compliance. As the baby boomers reach retirement age, more and more will be turning to financial planners to secure their financial future (Financial Planner). This means the employment for financial advisors will be in demand in the years to come, which will increase the chances of landing a
To officially become a CPA, it is a requirement to gain a certain amount of related work experience. Typically, states require the equivalent of at least one year of
This paper will seek to provide an overview of the real estate process and its affects on the real estate agent. An agent needs to be knowledgable about the steps required to make a sale, and the risks involved when the sale does not go as planned. Real estate sales require much of the agent, including sacrifices in their personal lives and in their financial stability. Agents must be teachable and willing to seek to see others succeed. A successful real estate sale consists of many steps, sacrifices to personal time, and an agent’s ability to work well with others while remaining incredibly flexible.