0
In order to become a financial planner, you'll need to get a college degree but it doesn't mean that it must be a finance-related course. The important thing is it is an accredited university. After getting your degree, you are now qualified to take a certification course, the "CFP Certification Education Program". You can also contact the National Association of Personal Advisors, the Institute of Certified Financial Planners, International Association for Financial lanning or the Certified Financial Planners Board of Standards for more information on becoming a certified financial planner.
Wiki User
∙ 12y ago
Wiki User
∙ 14y agoTo my knowledge, you must be able to pass the Series 7 test and probably a few more in order to become an adviser or agent. Financial Firms may hire more people with degrees and pay their training, but it is not required, the tests are.
Wiki User
∙ 11y agoThough a college degree isn't necessary to become a financial planner, it is required to get some of the certifications that may bolster a career, such as Certified Financial Planner or CFA. Those certifications don't require specific degree fields, but degrees involving math or science may be more helpful than others.
Beacon Financial Edu...
Beacon Financial Education was created with the purpose of providing individuals with the information they need for financial control, stability and simplicity. It doesn’t matter what stage of life you’re at – a recent graduate starting to contribute to a pension through to a retiree – there are important financial decisions to be made that can greatly assist in fulfilling your dreams.
When you’re worried about your health you see a doctor, you have regular check-ups with your dentist – why wait until there are problems before getting educated about your finances. That’s why Beacon Financial Education is committed to educating people so they can be confident in their financial decision making.
We provide many forms of ongoing financial education including seminars, webinars, monthly newsletters and self-help guides – all with the aim of helping you make the well informed financial decisions you deserve. Interested in attending one of our scheduled events please click here. We also provide access to a global network of independent financial advisers around the world.Financial Education
Wiki User
∙ 13y agowhat is the role of suceesfil financial planning in education.
Add your answer:
Earn +20 pts
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.
How is the Financial Standards Council different from the Financial Planners Standards council?
The Financial Planners Standards Council (FPSC) is the porganizaiton which gives most financial planners their accredidation. The Financial Standards Council (FSC) is a consumer support serivce that reports on the business dealings of financial services (not just Financial planners) in the marketplace. Below are the websites of each organziation: Financial Planners Standards Council www.FPSCCanada.org Financial Standards council www.FinancialStandardsCouncil.com
What is the difference between the Financial Planners Standards council and the financial standards council?
The Financial Planners Standards Council (FPSC) is an organization that grants accreditation to financial planners. The Financial Standards Council (FSC) is an organization that provides consumers with information about a variety of financial services. It operates more like a Better Business Bureau and it is not confined to just financial planners. A person can get information on all kinds of different financial services. The websites for the two are: Financial Planners Standards Council www.FPSCCanada.org Financial Standards Council www.FinancialStandardsCouncil.com
what education do financial planners require?
In order to become a financial planner, you will need to have your Bachelor's Degree. There is no specified major but you may want to major in something that focuses on math and statistics.
What jobs require training for financial planning?
Jobs that require training for financial planning are: accountants, financial planners, principal mechanical engineers and wealth financial planners positions.
What type of jobs are related to math?
Actuaries, Accountants, Financial Consultants, Financial Planners, and Meteorologists are all examples of the many professions that involve math.
Future prospect of financial planners?
doomed
How much do financial planners make?
144,000
Are financial plans only created by financial planners?
Not necessarily. Anyone can create a simple financial plan for themselves. Financial planners would be more likely to do more complex ones and ones for large organisations.
Who is better a financial planner or a financial advisor?
Almost all financial planners are financial advisers, but not all financial advisers are financial planners. Both of them must be a Certified Financial Planner (CFP). Financial planners are the ones who deal with financial tools to evaluate all areas of financial life including your savings, investments, retirements, taxes and estate planning, and help you to make a plan.. While for financial advisers, they are the ones who recommend things about your financial stature and help you to reach your financial goals.
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.
How many certified financial planners are there in India?
1650
