How to become a Certified Financial Planner
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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>.
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