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What are the Requirements to Become a CFP? CFP: Certified Financial Planners Help People Reach Their Financial Goals A financial planner helps individuals reach his or her financial goals and dreams by providing help in money management. As a financial planner, you can work independently or for an organization. Financial planners also often do their own sales and marketing to find clients. Responsibilities Responsibilities include meeting with your clients, asking a series of question with regard to their financial status, when he or she would like to retire, if they want to save money for their child's or children's college education, or go on a trip. Risk tolerance is another important aspect to working as a Certified Financial Planner. You need to find out how your clients feel about high-risk investments or would they feel more comfortable with moderate investments, where the risk is low but the return on investment may be slower. You may also help direct and explain change in benefits, income, and educate about risk and expectations, tax benefits or reproductions, and estate planning. Requirements to Become a CFP All financial planners must obtain certification through the Financial Industry Regulatory Authority (FINRA) licensing organization. You need to have three years of relevant experience such as accounting or a related field and completion of three exams. An advanced education such as a bachelor's or master's degree in finance or business is preferred. The Series 7 tests your general understanding of the securities industry. In addition to series 63 the Uniform Securities Agent State Law Examination, or 66 licenses, which is the Uniform Combined State Law Examination. Passing the certification allows you to act as a representative of a securities firm. The following colleges offer programs that can help you become qualified for a CFP career:
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