In these confused economic times, financial planners help individuals make informed decisions about personal financial issues such as saving for retirement, advancing their family’s economic security through life insurance, and managing the complexities of income taxes. Planners holding the Certified Financial Planner certification stand out from other planners because of their demonstrated skill in devising financial plans that serve a client’s best interests.
Certificate
Certified Financial Planner
Potential Careers
- Wealth Advisor
- Financial Advisor
- Client Relationship Manager
- Financial Planning Associate