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Certified financial planners (CFP) are individuals with demonstrated level of financial planning technical knowledge, they are rich of experience in the field. Here provides some information about how to become a CFP
Education: complete a comprehensive course of study in university providing a financial planning curriculum to make sure you have practical financial planning knowledge
Examination: pass comprehensive two - day exams, testing the ability to apply financial planning knowledge in a specific condition.
Experience: minimum of three years' work experience to demonstrate working skills and financial planning knowledge.
Ethics: ethics and professional responsibility can guarantee the quality of financial service, so the CFP practitioners must pass the ethics review
Contract financial planner
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Certified financial planner of Michigan
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CFP job is not easy, certified financial planners should be rich of experience in the field. Some related jobs are Chief Financial Officer, financial analyst, Financial Products Sales, etc
You have to fulfill four Es to becoming a certified financial planner:
Education: complete a comprehensive course of study in university providing a financial planning curriculum to make sure you have practical financial planning knowledge
Examination: pass comprehensive two - day exams, testing the ability to apply financial planning knowledge in a specific condition.
Experience: minimum of three years' work experience to demonstrate working skills and financial planning knowledge.
Ethics: ethics and professional responsibility can guarantee the quality of financial service, so the CFP practitioners must pass the ethics review
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Summer Certified financial plannerCertified financial planner 2011 January
Certified financial planner internship
VP Financial Advisor Private Client Services
Company: Premier Banking and Financial Services Organization
Job Type: Seasonal/Temporary
City: Massapequa NY , US
Jan 26, 2011 - Responsibilities:Provide financial solutions to current and potential customers through the services and products of Private Client Services. Conduct full needs assessment with current and potential Company customers and recommend appropriate investment and insurance Private Client Services and Company products and services to meet individual needs, based on objectives, risk tolerance and...
Job Type: Seasonal/Temporary
City: Massapequa NY , US
Jan 26, 2011 - Responsibilities:Provide financial solutions to current and potential customers through the services and products of Private Client Services. Conduct full needs assessment with current and potential Company customers and recommend appropriate investment and insurance Private Client Services and Company products and services to meet individual needs, based on objectives, risk tolerance and...
Vice President Financial Advisor Private Client Services
Company: Premier Banking and Financial Services Organization
Job Type: Seasonal/Temporary
City: Williamsville NY , US
Jan 26, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Job Type: Seasonal/Temporary
City: Williamsville NY , US
Jan 26, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Vice President Financial Advisor Private Client Services
Company: Premier Banking and Financial Services Organization
Job Type: Seasonal/Temporary
City: San Diego CA , US
Jan 26, 2011 - Responsibilities: This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Job Type: Seasonal/Temporary
City: San Diego CA , US
Jan 26, 2011 - Responsibilities: This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Vice President Financial Advisor
Company: Premier Banking and Financial Services Organization
Job Type: Seasonal/Temporary
City: San Diego CA , US
Jan 26, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Job Type: Seasonal/Temporary
City: San Diego CA , US
Jan 26, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Vice President Financial Advisor
Company: Premier Banking and Financial Services Organization
Job Type: Seasonal/Temporary
City: Queens Village NY , US
Jan 26, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Job Type: Seasonal/Temporary
City: Queens Village NY , US
Jan 26, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Vice President Financial Advisor
Company: Premier Banking and Financial Services Organization
Job Type: Seasonal/Temporary
City: Alhambra CA , US
Feb 1, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Job Type: Seasonal/Temporary
City: Alhambra CA , US
Feb 1, 2011 - Responsibilities:This position provides financial solutions to current and potential customers through the services and products of Private Client Services. Execute transactions with customers and/or refer business to other areas within the Company as appropriate, in accordance with established sales goals. Complete all sales activity documentation to provide a record for performance tracking...
Financial Advisor - TCC Job
Company: Ameriprise Financial
Job Type: Full Time
City: Gaithersburg MD , US
Feb 19, 2011 - Job Title: Financial Advisor - TCC Job Profession: Banking -> Investment Banking Job DescriptionAvailable Openings: 1Job Title: Financial Advisor - TCCJob ID: 81016Gaithersburg, MDLocation:Business Unit: The Personal Advisors GroupFull/Part Time: Full-TimeEligible for Relocation: NRegular/Temporary: RegularTravel Percentage: NoneLicense:About AmeripriseThe right career opportunity > The...
Job Type: Full Time
City: Gaithersburg MD , US
Feb 19, 2011 - Job Title: Financial Advisor - TCC Job Profession: Banking -> Investment Banking Job DescriptionAvailable Openings: 1Job Title: Financial Advisor - TCCJob ID: 81016Gaithersburg, MDLocation:Business Unit: The Personal Advisors GroupFull/Part Time: Full-TimeEligible for Relocation: NRegular/Temporary: RegularTravel Percentage: NoneLicense:About AmeripriseThe right career opportunity > The...
Financial Advisor Job
Company: Ameriprise Financial
Job Type: Full Time
City: Cleveland OH , US
Feb 21, 2011 - Job Title: Financial Advisor Job Profession: Banking -> Investment Banking Job Description Available Openings: 1 Job Title: Financial Advisor Job ID: 77820 Mayfield Heights, OH Location: Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more...
Job Type: Full Time
City: Cleveland OH , US
Feb 21, 2011 - Job Title: Financial Advisor Job Profession: Banking -> Investment Banking Job Description Available Openings: 1 Job Title: Financial Advisor Job ID: 77820 Mayfield Heights, OH Location: Business Unit: The Personal Advisors Group Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: About Ameriprise You give more, you want more...
Financial Advisor - Regional Sales (Trainee)
Company: Ameriprise Financial
Job Type: Full Time
City: Minneapolis MN , US
Feb 24, 2011 - Financial Advisor - Regional Sales (Trainee) Job ID: 81223 Location: Minneapolis, MN Available Openings: 10 Business Unit: AAC-Ameriprise Advisor Center Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: Series 63 - State Securities / Series 7 - General Securities...
Job Type: Full Time
City: Minneapolis MN , US
Feb 24, 2011 - Financial Advisor - Regional Sales (Trainee) Job ID: 81223 Location: Minneapolis, MN Available Openings: 10 Business Unit: AAC-Ameriprise Advisor Center Full/Part Time: Full-Time Eligible for Relocation: N Regular/Temporary: Regular Travel Percentage: None License: Series 63 - State Securities / Series 7 - General Securities...
Financial Advisor - New Advisor Program Job
Company: Ameriprise Financial
Job Type: Full Time
City: Kansas City MO , US
Sep 26, 2011 - Job Title: Financial Advisor - New Advisor Program Job Profession: Banking -> Investment Banking Job DescriptionAvailable Openings: 1Job Title: Financial Advisor - New Advisor ProgramJob ID: 82388Kansas City, MOLocation:Business Unit: Human ResourcesFull/Part Time: Full-TimeEligible for Relocation: NRegular/Temporary: RegularTravel Percentage: NoneLicense:SERIES63 / SERIES65 / SERIES66 /...
Job Type: Full Time
City: Kansas City MO , US
Sep 26, 2011 - Job Title: Financial Advisor - New Advisor Program Job Profession: Banking -> Investment Banking Job DescriptionAvailable Openings: 1Job Title: Financial Advisor - New Advisor ProgramJob ID: 82388Kansas City, MOLocation:Business Unit: Human ResourcesFull/Part Time: Full-TimeEligible for Relocation: NRegular/Temporary: RegularTravel Percentage: NoneLicense:SERIES63 / SERIES65 / SERIES66 /...