I am a CFP Pro

Looking for a Rewarding, Flexible Career after Graduation? Here’s Why Becoming a CFP® Pro Might Be For You

With many recent graduates looking a rewarding career with growth potential, work-life balance and satisfaction of helping others, the profession of financial planning should be top of mind.

Demand for financial planners is growing. In fact, it’s expected to grow 4 times faster than other occupations, according the Bureau of Labor Statistics. And there are financial rewards, with the Bureau reporting that financial planners earn a median salary of $89K.

A career in financial planning also provides you the opportunity to make a difference in lives of individuals and families by helping them reach their life goals. “There’s so much transformation in one’s life when they get their finances together,” says Brittany Castro, a Los Angeles-based CFP® Professional. “It’s a great feeling because I know I helped them get there.”

By becoming a CFP® Pro, you can further distinguish yourself with employers in the financial services industry who are increasingly seeking out CFP® certification as the most desired credential in this growing field. Today’s CFP® Pros are key parts of their communities, helping people achieve their dreams through financial planning. From budgeting and planning for retirement to managing taxes and insurance coverage, CFP® pros help their clients bring all the pieces of their financial lives together.

Check out 5 facts that might surprise you about a career in financial planning:

  1. It’s not all about math. The key to a flourishing career in financial planning is creative problem solving, relationship building and communication skills. CFP® pros help people take a holistic, “big picture” look at their finances to help them reach their life goals
  2. It offers freedom and flexibility. Talk to successful CFP® professionals and you will learn that what they value the most in their work is the freedom and flexibility to balance their personal and professional lives.
  3. Demand for financial planners is growing. Job growth for financial advisors is expected to grow 4 times higher than other occupations, according to the Bureau of Labor Statistics.
  4. It’s not a one-size-fits-all career. From striking out on your own to working at firms big and small, there are a variety of career pathways for CFP® professionals. In 2014, about 1 in 5 personal financial planners were self-employed, according to the Bureau of Labor Statistics.
  5. It allows you to build your future by helping others. This exciting career brings personal satisfaction of helping others, as well as financial rewards. According to the Bureau of Labor Statistics the median pay for personal financial planners is $89K.

 

Contact clugrad@callutheran.edu or (805) 493-3325 to learn more about our MBA in Financial Planning degree Program Tracks.

Additional Resources Available from CFP Board

The following two tabs change content below.

Chia-Li Chien

Assistant Professor and Director of Financial Planning Program at California Lutheran University School of Management
Chia-Li Chien, Ph.D., CFP®, PMP, is a Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase the equity value of their firms. Dr. Chien is also Assistant Professor and Director of the Financial Planning Program at California Lutheran University. She is the award-winning author of the books "Show Me the Money" and "Work Toward Reward." Dr. Chien can be reached at jolly@chialichien.com.

Latest posts by Chia-Li Chien (see all)

No comments

No comments yet. Be the first.

Leave a reply