Career Details

Certified Financial Planner

Description

The CFP certification process, administered by CFP Board, identifies to the public that those individuals in the U.S.who have been authorized to use the CFP certification mark have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.

Certifying Organization

Certified Financial Planner Board of Standards, Inc.

Details

If significant education or training is needed? Yes

If significant work experience is needed? Yes

Is an exam required? Yes

How many years until certification must be renewed? 2 year(s)

Certification can be renewed with Continuing Education Units? Yes

Certification can be renewed with re-examination? Unknown

Certification can be renewed with Continuing Professional Development? Unknown

Certification can be renewed in multiple ways? No

Certificates

Certificate name

Certified Pension Consultant

Certifying Organization

American Society of Pension Professionals and Actuaries

Type

A - Core

Certificate name

Certified Trust and Fiduciary Advisor

Certifying Organization

American Bankers Association

Type

B - Advanced

Certificate name

Certified Funds Specialist

Certifying Organization

Institute of Business & Finance

Type

C - Specialty

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Median Annual Income

$153,140

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate investment strategy or operations for a large pool of liquid assets supplied by institutional investors or individual investors.

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Financial Managers

Median Annual Income

$153,140

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

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Credit Counselors

Median Annual Income

$47,531

Projected Job Growth

+5 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

Advise and educate individuals or organizations on acquiring and managing debt. May provide guidance in determining the best type of loan and explain loan requirements or restrictions. May help develop debt management plans or student financial aid packages. May advise on credit issues, or provide budget, mortgage, bankruptcy, or student financial aid counseling.

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Financial Risk Specialists

Median Annual Income

$108,658

Projected Job Growth

+8 %

Career Cluster(s)

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Most Common Education Level

Bachelor's degree

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Financial and Investment Analysts

Median Annual Income

$97,047

Projected Job Growth

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Most Common Education Level

Bachelor's degree

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$66,452

Projected Job Growth

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Career Cluster(s)

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Most Common Education Level

Bachelor's degree

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Median Annual Income

$60,176

Projected Job Growth

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Most Common Education Level

High school diploma or equivalent

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Securities, Commodities, and Financial Services Sales Agents

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$77,343

Projected Job Growth

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Most Common Education Level

Bachelor's degree

Buy and sell securities or commodities in investment and trading firms, or provide financial services to businesses and individuals. May advise customers about stocks, bonds, mutual funds, commodities, and market conditions.

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Accountants and Auditors

Median Annual Income

$81,064

Projected Job Growth

+6 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

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Median Annual Income

$82,368

Projected Job Growth

+21 %

Career Cluster(s)

Financial Services

Most Common Education Level

Bachelor's degree

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Financial Managers

Median Annual Income

Projected Job Growth

+17 %

Career Cluster(s)

Management & Entrepreneurship

Most Common Education Level

Bachelor's degree

Plan, direct, or coordinate accounting, investing, banking, insurance, securities, and other financial activities of a branch, office, or department of an establishment.

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Projected Job Growth

+17 %

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Financial Services

Most Common Education Level

Bachelor's degree

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