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Financial Planners are the ones who deal in resolving financial issues by making a financial plan like cash flow management, education planning, retirement planning, investment planning, estate planning, tax planning, insurance planning, risk management, and business succession planning for business owners. A financial planner must already finished his/her CFP certification program so he/she can practice his/her skills and knowledge in the field of financial planning.

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Q: What does a certified financial planner actually do?
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How can a certified financial planner help you keep the investment risk to a level that is comfortable for you?

A certified financial planner can definitely help you keep the investment risk to a level that you are comfortable with. Just brainstorm and discuss levels your threshold levels.


What can be learned by enrolling in the CFP course?

You can learn to become a Certified Financial Planner by enrolling in the CFP Course. They have many courses that will set you on your way to become a Professional Financial Planner.


How do you become a certified financial planner?

Certified Financial Planners are the ones who suggest or give advise to people regarding financial planning. If you wish to be a Certified Financial Planner or Adviser, you must have Bachelor's Degree(if it is focusing on Finance then it is much better), get a MBA in Finance(this is not really required but it will help you to have in-depth knowledge in financial topics, and this will typically take 2 years full time or 4 years part-time), and last but not the least, you must pass the CFP Certification Exam. Requirements depend in your state you are going to take the exam.


Is a financial planner a good person to hire to help me organize my finances?

Whether a financial planner can help you organize your finances depends upon the problems you are facing. They can work to determine if you are using your money well, make a budget and plan for the future.The Certified Board of Planners(http://www.cfp.net/) can help you find a financial planner to help you handle your money problems.


Where should I go for sound financial advice?

There are many options for getting sound financial advice. Try one or more of the following: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Estate or Tax Planning Attorney, Investment Broker or Insurance Agent.

Related questions

What is Certified Financial Planner Board of Standards's population?

The Certified Financial Planner (CFP) Board of Standards does not have a population in the traditional sense because it is a regulatory organization overseeing the CFP certification for financial planners. Its reach includes over 80,000 certified professionals worldwide who adhere to its ethical standards and requirements.


What is an appropriate fee for a certified financial planner?

You can't define fees for certified financial planners because it depends on which type of financial planner you hire. There are fee-only planners as well as free financial planners, too.


Difference between a Financial Adviser and a Certified Financial Planner?

Anyone can call themselves a financial planner since there is no licensing requirement. However a Certified Financial Planner (CFP®) has to have completed extensive education requirements, passed a grueling exam, have a minimum three years experience and must abide by the code of ethics of the CFP Board.Additionally, a Financial Adviser is one who has extensive experience in financial planning, aside from being a certified financial planner.


How does someone become a certified financial planner?

Someone can become a certified financial planner by getting a qualification from the CFP Board. One can apply to take the qualification exam online through their website.


How many Certified Financial Planner in India?

1570 as on march 2011.


What type of license is required to be a financial planner?

Currently, there is no special licensing requirement to become a financial planner. However, many financial planners earn a certified financial planning (CFP) or chartered financial consultant (ChFC) designation. To become a reputable financial planner in the US, you need to have a CFP Certification conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planners Standards Council in Canada, etc. depending on the country.


What steps does one need to take to become a certified financial planner?

One needs to take several steps to become a certified financial planner. The first and most important step is to go through a certified financial planner education regimen at some university. Next, one must pass the CFP exam administered by the CFP Board.


What is needed to obtain financial planner certification?

If one wanted to become a financial planner, one must obtain the proper certification needed. One would need to obtain the Certified Financial Planner (CFP) designation.


How can a certified financial planner help you keep the investment risk to a level that is comfortable for you?

A certified financial planner can definitely help you keep the investment risk to a level that you are comfortable with. Just brainstorm and discuss levels your threshold levels.


What does a financial planner certifiction do?

A certified financial planner can help you with your finances. If you yourself wants to become a CFP then there is schooling envolved. It may be a profitable buy for some but not for others.


What are the names of some good certified financial planners?

A few are National Association of Personal Financial Advisors, Garret Planning Network, Certified Financial Planner Board of Standards, and Financial Planning Association.


What can be learned by enrolling in the CFP course?

You can learn to become a Certified Financial Planner by enrolling in the CFP Course. They have many courses that will set you on your way to become a Professional Financial Planner.