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.
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
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 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
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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.
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Cheryl Toman-Cubbage has written: 'Professional liability pitfalls for financial planners' -- subject(s): Financial planners, Malpractice
Money is always involve in family planning as it sustains the needs of each family member. Proper financial planning results to good financial status. This is the reason why there are families who hire financial planners with good CFP education to control their finances.
Katherine Vessenes has written: 'The compliance & liability handbook for financial planners and financial service professionals' -- subject(s): Financial planners, Popular works, Legal status, laws, Malpractice 'Protecting your practice' -- subject(s): Financial planners, Popular works, Legal status, laws, Malpractice