Best Online CFP ® Courses to Get a Certificate in Financial Planning

Question: What is a certified financial planner?

Answer: A certified financial planner (CFP) is a professional who has earned a professional certificate and designation from the Certified Financial Planner Board of Standards. Completion of the CFP Board requirements distinguish certified financial planners from non-certified financial planners. Financial planners do not need to be certified in order to practice but the certification demonstrates a level of standardized practices, knowledge, and adherence to a code of ethics. Most potential customers prefer certified financial planners when placing their financial portfolio in the hands of a professional.

Question: What does a CFP do?

Answer: A CFP works with clients to help build a strong financial portfolio for their clients. They work closely with their customers in determining their financial status, achieve the financial goals of their clients, and identify any problems with their finances. They assist and advise clients in developing a plan for clients to meet their goals. They provide financial advice and recommendations that may outline ways for their customers to save and invest money, purchase insurance, estate plan, handle taxes, and more. They offer financial recommendations, assist their customers in implementing these recommendations, and monitor the progress of their recommendations.

Question: How to Become a CFP?

Answer: There are four basic requirements candidates must meet in order to obtain certification. A bachelors degree from an accredited college or university, passing the certification exam administered by the Board, three years of experience as a financial planner or related experience, and completing the ethics application and agreement that they will adhere to the Code of Ethics and Professional Responsibility.
[click to continue…]

{ 0 comments }

Guest Post: What To Know Before Investing In Gold

Many financial advisors and consultants are always looking for new knowledge on different types of investments and financial dealings. Indeed, there are virtually endless ways to invest and manage money, so you can never have too much information regarding these various types of opportunities and their respective strategies. One such opportunity that often puzzles investors with little experience in it is investing in gold or silver bullion.

This is an entirely different concept than investing in gold mining companies, which trade more like normal stock investments. Investing in gold or silver bullion actually involves putting your money behind literal, physical resources. The following is a brief guide and explanation regarding gold bullion investments for those who are interested but lack experience.

[click to continue…]

{ 0 comments }

What Does It Take to Be a Financial Advisor ?

March 5, 2011

If you are clever, have a way with people, a born salesperson then becoming financial advisor could be your ticket to paradise. Maybe not exactly paradise, but you could definitely have a ticket to a rewarding career. If you’re thinking about starting anew as a financial advisor you may already be half the way there. [...]

Read the full article →

Weekly workload for the Financial Advisor

March 5, 2011

How many hours a week does a financial advisor work ? This can depend on several things. The financial advisor wants his clients to succeed ! He wants them to achieve thier financial goals. How many clients can a financial advisor have ? First, a financial advisor, to be successful, must sit down with his [...]

Read the full article →

How Much Money Do Financial Advisors Make?

March 5, 2011

Many financial advisors can have a lucrative career offering advice to clients about making sound, fiscal decisions. These positions are often found in firms that manage financial assets of individual and corporate clients. Alternate titles for financial advisors may include stock broker, account executive or financial consultant.

Read the full article →

How to Find The Right Financial Advisor

March 5, 2011

Just as it is important that you choose the right doctor or lawyer, it is the same for choosing a financial advisor or also known as a financial planner. Having the right financial advisor is a personal relationship once you find the right advisor, as the advisor will be working with and for you. Their [...]

Read the full article →

Is Being a Financial Advisor Fatiguing and Physically Demanding?

March 5, 2011

Being a financial advisor is a job that is very commanding and demanding. It requires a lot of skill and expertise, after all, they’re giving advice and dealing with other people’s money on a everyday basis. So, the question that some may naturally ask, is a financial advisor’s job fatiguing and physically demanding? Every job [...]

Read the full article →

How to Become a Financial Analyst

March 4, 2011

The financial services industry, in addition to being a critical part of the economy, is the source of some of the most respected and lucrative jobs currently available. Breaking into this highly competitive field can be challenging, particularly when the supply of talented professionals is high due to unemployment, but there are steps one can [...]

Read the full article →