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| *Ostroff, Fair and Company>>>Financial Services |
What are the job profile of CFP??? |
Hey please let me know that what are the kind of job one gets when one completes CFP... I am planning to take up the course.so wanted 2 know abt the job profile of a Chartered financial planner Does the job profile of CFP's also includes sales & marketing?? Most CFP holders that I know are having their own firm doing financial planning for clients. They will usually target middle income earners to high net worth clients. Their job scope is to help client increase their wealth. They will follow a set of process or financial planning methodology to get information, asking relevant questions, designing a plan, sorcing for the right financial products, insurance planning, wealth accumulation, wealth distribution, wealth protection, taxes and estate planning is all part and parcel of their job. Beside the technical know how, concept selling to their clients about financial planning is also very important. As all financial planners are very good in their technical skill, learning some soft skill will help them to improve their businesses ie building rapport, giving free seminar to promote financial planning and even writing articles about money management. Be creative in selling your services will be an added advantage. Sales, Marketing and Branding are important. Some big banks which offer wealth advisory services will also require financial planners in their organization. They are very well paid becasue the bank only allow the best staffs to handle their best clients. Very bright prospect, many people work very hard to make money but not many people can grow their hard earned money. They need your services Source(s): http://www.einsuran.com a CFP is a chartered financial planner. I cant imagine sales & marketting being part of that. Whatever agency they work with would handle sales and marketting. Here is a typical job description of a Financial Planner. Develops and implements financial plans for individuals, businesses and organizations, using knowledge of tax and investment strategies, securities, insurance, pension plans and real estate. Analyzes client's financial status, develops financial plan based on analysis and discusses options with client. Edit: Since you will be selling your services good skills in sales and marketing will be a big plus. Peace and blessings! For starters, it's CERTIFIED Financial Planner. The job is usually helping people plan and protect their futures, but many are in sales jobs such as stockbrokers and insurance salespeople. www.cfp.org |
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