How to become a Certified Financial Planner?
The main role of Financial Planner/Advisor is to assess the financial needs of client and help them make investments, educate them about the tax laws and guide them with the insurance decisions. Financial Planners have different areas of specialization including retirement, taxes, estate planning or insurance and risk management. In order to become a certified financial planner you have to follow the career path as described below: Get a bachelor’s degree in finance Earning a bachelor’s degree with finance, economics, statistics or business as major is the foremost thing to do in order to get started as a Financial Planner . Research the job requirements Getting to know about the job requirements helps you make the right choice in your career as a Financial Planner. If you join in an organization based on your current qualification, your employer may also pay for your education. Research the CFP programs Many offline and online certification degree ...