Online Financial Certificate News


    Getting Paid as a Certified Financial Planner

    August 16th, 2011  |  Published in Online News

    Financial planning can be a very rewarding and lucrative career choice. Financial Planners can help their clients with saving money, budgeting, tax planning, college planning, and retirement planning. Having a Certified Financial Planner (CFP), designation provides clients the comfort of knowing that they are working with a financial planner who is qualified to provide them with solutions to the financial planning needs that they have. Read the rest of this entry »

    Becoming A Financial Planner

    August 16th, 2011  |  Published in Online News

    Becoming a financial planner can be a very rewarding career. If one has the right education background and certification, the profession can be one that is extremely lucrative. Financial planners often charge large hourly fees and some even receive a commission of some sort. Read the rest of this entry »

    Your Path to a Career as a Financial Planner

    August 1st, 2011  |  Published in Online News

    Few careers can match that of a certified financial planner for the variety of employment options, above-average earnings, and anticipated growth in the labor market. The Bureau of Labor Statistics projects demand for financial planners to grow by as much as 30 percent through 2018 and reports a median wage of $69,000. Read the rest of this entry »

    How to Prepare for the First Meeting with a Certified Financial Planner

    August 1st, 2011  |  Published in Online News

    When entrusting finances to a Certified Financial Planner (CFP), it’s not enough to arrive at the first meeting with only the requested documents. Preparation beforehand will set a strong foundation on which to build a client/planner relationship, which is important. Here are three ways to prepare for that initial meeting: Read the rest of this entry »

    CFP Education

    July 8th, 2011  |  Published in Online News

    For financial planners, the Certified Financial Planner Certificate (CFP Certificate) is awarded as a recognition of experience, knowledge and high moral standards. To become certified by the Certified Financial Planner Board of Standards, Inc., the granting institution, candidates must meet a combination of requirements. The board measures both experience and education. Read the rest of this entry »

    “Let’s Make a Plan” Campaign

    July 8th, 2011  |  Published in Online News

    For financial guidance, Americans often turn to financial planners. The average person is ill-equipped to make significant decisions with money. Most people do not have the knowledge necessary about insurance, investments, retirement planning and estate planning to make informed decisions. For assistance, people look to their financial planners. However, not all financial planners are equal. So people can have reliable financial planners, the Certified Financial Planner Board of Standards has started a “Let’s Make a Plan” campaign. Read the rest of this entry »

    Becoming a Certified Financial Planner

    June 24th, 2011  |  Published in Online News

    When a person becomes a financial planner, he or she works with a number of different clients to meet either short, long, or both short and long term financial goals. Many times, this will involve creating financial roadmaps for a client to follow, which includes developing budgets. It also includes advising clients on saving and retirement plans. The planner their self cannot achieve his or her clients’ goals, but they can assist in working towards them. Read the rest of this entry »

    Work Experience Requirements of a Certified Financial Planner

    June 24th, 2011  |  Published in Online News

    If you’ve worked in the financial field or are just beginning a career in finance or business, you may be interested in becoming a Certified Financial Planner (CFP). How much work experience is necessary to become certified? How much of your work experience will count and help you to get the certification more quickly? This article explains the CFP Board’s guidelines on work experience in an effort to answer these questions. Read the rest of this entry »

    CFP Capstone Course Planned for 2012

    June 20th, 2011  |  Published in Online News

    In increasingly complicated economic times, the need for well qualified Certified Financial Planners is greater than ever. This is why schools around the country are revising their curriculum to create a more rigorous coursework to thoroughly prepare students for the demands of the job. With this mindset, the Certified Financial Planner (CFP) curriculum will be adding a capstone course for the 2012 term. Read the rest of this entry »

    How to work with a financial planner

    May 4th, 2011  |  Published in Online News

    There is a misconception that hiring a financial planner is for wealthy people only, but this is false. Anyone that needs assistance with their personal finances can benefit from working with these professionals. Read the rest of this entry »