A financial planner (sometimes called a financial advisor) is an individual who assists people in dealing with different personal financial issues by using proper planning. This planning can include cash flow management, education, retirement, investment, risk management and more. By working with individuals' specific situations, a financial planner can help them prepare to meet their current and future financial and retirement needs. Finding the best financial planning course can be difficult so we have helped you with your research and listed all schools that match your criteria below.
If you like working with people, have good problem solving skills, like math and want to help people succeed in meeting their goals, then you have what it takes to be a financial planner. In taking financial planning courses to obtain your certificate, you can be the person people rely on to help them understand their finances. A certifiate or degree is highly preferred for personal financial planners. Employers don't often require a specific field of study; they do however look for a bachelor's degree when considering applicants.
Become a certified financial planner today.
When looking for the schools that offer financial planning courses, it is always wise to look for accredited schools that offer a wide range of courses to help you better prepare for your future career. You can find these schools by checking below or use our zip code search to refine your seraching.
If you decide you want to be able to directly buy, sell or trade stocks, bonds, insurance policies or give specific investment advice, be aware you will have to get a combination of licenses that vary depending upon the products you will carry. The school you apply to should be able to assist you by preparing you for the types of licensure you will need. Earn your certified financial planner certificate from an accredited school.
Financial planners need to be versed in several areas dealing with finances, some of the courses you will encounter are:
- Income Taxation
- Fundamentals of Estate Planning
- Financial Discussions for Retirement
- Estate Planning
- Risk Management
- Retirement and Employee Benefit Planning
With these courses you will be well on your way to being able to understand personal finances but helping others understand as well.
With a certificate as a financial planner, you will be able to find a job as an Investment Advisor, Financial Planner, Financial Advisor, Stock Broker, Accountant, Retirement Planner, Insurance Advisor, Commodities Broker, Insurance Sales, Real Estate Brokers and Sales Agents.
These job opportunities can be found in business such as banks, insurance firms, Stock brokerage firms, accounting firms, real estate firms and even with the local or federal government. Job opportunity growth for financial planners is predicted to be faster than average for all occupations by 30% over the next 6 years. This is largely due to the millions of workers facing retirement over that time period. These workers are part of the baby boom generation and are the ones now seeking help of experts. Invest in your future and begin to earn your financial planner certificate today! Find your financial planning school above and get started.
CFP Board - Certified Financial Planners - Visited December 20, 2018
College for Financial Planning - Added January 4, 2019