How to become a Certified Financial Planner
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<strong>How</strong> <strong>to</strong> <strong>become</strong> a <strong>Certified</strong> <strong>Financial</strong> <strong>Planner</strong>?
The main role of <strong>Financial</strong> <strong>Planner</strong>/Advisor is <strong>to</strong> assess the financial needs of client<br />
and help them make investments, educate them about the tax laws and guide them<br />
with the insurance decisions.<br />
<strong>Financial</strong> <strong>Planner</strong>s have different areas of specialization including retirement, taxes,<br />
estate planning or insurance and risk management.<br />
In order <strong>to</strong> <strong>become</strong> a certified financial planner you have <strong>to</strong> follow the career path as<br />
described below:<br />
Get a bachelor’s degree in finance<br />
Earning a bachelor’s degree with finance, economics, statistics or business as major<br />
is the foremost thing <strong>to</strong> do in order <strong>to</strong> get started as a <strong>Financial</strong> <strong>Planner</strong>.
Research the job requirements<br />
Getting <strong>to</strong> know about the job requirements helps you make the right choice in your career as<br />
a <strong>Financial</strong> <strong>Planner</strong>.<br />
If you join in an organization based on your current qualification, your employer may also pay<br />
for your education.<br />
Research the CFP programs<br />
Many offline and online certification degree an diploma programs are available for <strong>Certified</strong>
<strong>Financial</strong> <strong>Planner</strong>. It’s essential <strong>to</strong> do a thorough research before you choose <strong>to</strong> join the<br />
program. The fac<strong>to</strong>rs you may consider before enrolling in the program are:<br />
• Your education goals<br />
• Fees structure<br />
• Knowledge and Experience of the tu<strong>to</strong>rs<br />
• Whether the program offers internship and placement assistance after completion.<br />
Join a CFP program<br />
Join a CFP program you’ve chosen and earn a certificate which will be highlighted in your<br />
resume.
Serve as an intern<br />
Serve as an intern in your organization so that you can put your skills in<strong>to</strong> practice. Interning<br />
in an organization gives you much required practical exposure, which will add a feather <strong>to</strong> a<br />
cap.<br />
Make an entry in<strong>to</strong> the workforce<br />
After gaining the relevant knowledge during the internship period about how the finance<br />
industry works, you are ready <strong>to</strong> join the workforce and assume broad range of<br />
responsibilities as a <strong>Financial</strong> Advisor.
Harvest <strong>Financial</strong> Planning LLC assists in the given services in financial planning:<br />
• Succession Planning and Exit Strategies<br />
• Retirement Planning<br />
• Pension plan services<br />
• Mutual Fund and Securities<br />
• Employee Benefit program
Contact Us Today For A Free Initial Consultation<br />
Harvest <strong>Financial</strong> Planning<br />
Address: 930 West U.S. Highway 30 Schererville, IN 46375<br />
Telephone: (219) 864-5050<br />
Website: https://www.hfpllc.com/
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