How to become a Certified Financial Planner


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 an diploma programs are available for Certified

Financial Planner. It’s essential to do a thorough research before you choose to join the

program. The factors you may consider before enrolling in the program are:

• Your education goals

• Fees structure

• Knowledge and Experience of the tutors

• Whether the program offers internship and placement assistance after completion.

Join a CFP program

Join a CFP program you’ve chosen and earn a certificate which will be highlighted in your


Serve as an intern

Serve as an intern in your organization so that you can put your skills into practice. Interning

in an organization gives you much required practical exposure, which will add a feather to a


Make an entry into the workforce

After gaining the relevant knowledge during the internship period about how the finance

industry works, you are ready to join the workforce and assume broad range of

responsibilities as a Financial Advisor.

Harvest Financial Planning LLC assists in the given services in financial planning:

• Succession Planning and Exit Strategies

• Retirement Planning

• Pension plan services

• Mutual Fund and Securities

• Employee Benefit program

Contact Us Today For A Free Initial Consultation

Harvest Financial Planning

Address: 930 West U.S. Highway 30 Schererville, IN 46375

Telephone: (219) 864-5050


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