CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

A financial planner helps clients manage their current money needs and reach their long-term financial goals. Their focus may be broad or narrow. Some help clients with many aspects of their financial lives, including savings, investments, insurance, retirement savings, college savings, taxes, and estate planning.

The primary difference between a CFA and CFP is in who they work with and the type of work they do. A CFA often works with corporate clients on the investment analysis side, while a CFP works with individual investors in building a financial plan.

When you hire a CFP® professional, you work with an advisor who has met rigorous qualifications for financial planning. Most important, a CFP® professional has made a commitment to CFP Board to act in the best interests of their client. It's easy for someone to call themselves a financial planner.

Of course, the CFP Certification is offered Financial Planning standard Board US and which is globally recognized in over 26 countries including Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, Columbia, France, Germany, Hong Kong, Indonesia, Ireland, Israel, Japan, Malaysia, New Zealand, Republic of ...

Eligibility

1. Advanced Diploma in Financial Planning/PFS Fellowship.
2. Member of the Personal Finance Society.
3. Five years' relevant sector experience (not necessarily post-qualification)

The purpose, job roles and other details vary in both cases. Financial advisors take responsibility when it comes to managing individual finances. At the same time, investment bankers act as bridges between capital markets and corporations.

Here are some of the primary benefits of becoming a financial advisor:

• Offering Meaningful Advice.
• Unlimited Income Potential.
• Work Schedule Flexibility.
• Creativity in Practice Structure.
• High Stress Industry.
• Continuous Prospecting.
• Regulatory and Compliance Requirements.

three levels Comparative Table

The accountant and financial planner professions tend to rely heavily on math and numbers but there are major differences. Accountants do auditing work, financial forecasting, and putting together financial statements, while financial planners help individuals with wealth management and retirement planning.

In the United Kingdom, the CFP licence/designation is available to financial planners through membership of the Chartered Institute of Securities & Investment (CISI).

To gain your CFP designation you need to complete the CFP Certification program. If you've already got a Financial Planning Degree, you can enter straight into the certification unit.