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.
To 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.
Though 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.
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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.
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
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
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.
Jobs that require training for financial planning are: accountants, financial planners, principal mechanical engineers and wealth financial planners positions.
Actuaries, Accountants, Financial Consultants, Financial Planners, and Meteorologists are all examples of the many professions that involve math.
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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.
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.
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.
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