Certified Financial Planner (CFP) Salary, requirements for certified financial planner.#Requirements #for #certified #financial #planner

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Certified Financial Planner (CFP) Salary

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  • Country: United States
  • Currency: USD
  • Updated: 25 Jul 2017
  • Individuals Reporting: 722
  • Country: United States
  • Currency: USD
  • Updated: 25 Jul 2017
  • Individuals Reporting: 42

Job Description for Certified Financial Planner (CFP)

While many entities provide financial planning assistance to people who want a better handle on their financial situations and goals, a certified financial planner (CFP) can truly be considered a professional in the field. CFPs are only granted this title after passing a grueling certification process which ensures the individual’s extensive knowledge of all aspects of the work; these include retirement planning and tax laws and regulations, as well as insurance and investment vehicles. Certified financial planners work with individuals, either under the auspices of a financial institution or in private practice, to help them manage money, income, and expenses.

Certified financial planners typically begin with clients by assessing all areas of income and debt from the past and foreseeable future. They also interview clients to discover potential problem areas, as well as the financial goals the individual may hold. These goals can include saving for retirement, college expenses for children, further investments, or simply attempting to work around problems like long-term debt.





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