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
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