Salary Range
$25,000 to $100,000+Overview
Financial planning is the process of establishing financial goals and creating ways to reach them. Certified financial planners examine the assets of their clients and suggest what steps they need to take in the future to meet their goals. They take a broad approach to financial advice, which distinguishes them from other professional advisers, such as insurance agents, stockbrokers, accountants, attorneys, and real estate agents, each of whom typically focuses on only one aspect of a person's finances. Approximately 271,700Â financial planners are employed in the United States. Financial planners are also known as personal financial advisors.
Minimum Education Level
Bachelor's DegreeCertification/License
RequiredOutlook
Faster than the AveragePersonality Traits
Conventional
Enterprising
Problem-Solving
Career Ladder
Investment Banker, or Financial Consultant, or Financial Analyst
Experienced Financial Planner
Entry-Level Financial Planner
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