In uncertain times, with a huge array of options and possibilities on the menu but limited amounts of time, it takes highly professional, ethical, and well-trained financial advisors to keep savings secure and to help build wealth to support the kind of lives those families want to lead.
And that is just the mean; the best-educated, best-trained, and most accomplished were pulling down a lot more. Both potential employers and possible clients will be looking to make sure you have a college degree before they are willing to take a risk on you.
The fiduciary responsibility that comes along with financial planning really ups the bar for qualifications; no one wants some fly-by-night dabbler managing their money. A formal study of the concepts and core elements of the financial system and accounting principles are all must-haves for anyone hiring financial planners today, and earning a college degree is the only satisfactory way to demonstrate it.
The most popular majors for anyone heading into financial planning are specific degrees in planning itself or other related fields, such as business, accounting, or financial services. But you are essentially free to put together whatever type of program you think will give you the biggest advantage as a planner; there are no real restrictions on your major as long as you put together the right combination of electives or minors to give you the expertise required for professional planning.
One caveat, however, is that you must select a CFP Board-Registered program for either your major or minor, or have another plan to acquire the certain specific classes necessary to earn a CFP Certified Financial Planner.
A Board-Registered program will include all of those requirements, and save you a lot of trouble getting qualified later on. Internships will put you in the thick of things with actual decision-makers, observing how they operate and how they think. And you will participate in research that is unveiling new techniques and practices in planning. Firms may work primarily with individuals and families, or some cases may also manage assets for foundations, trusts or employee retirement plans.
Financial planning professionals work in client-facing roles advising clients as well as in back office positions managing plan development, asset management, operations, and compliance. About our Members. FPA members are everywhere! Post job openings to find local candidates. Where to Find Us. Verus Financial Partners. Alexis Grason Director At-Large. FJY Financial. Jan Dungan Chapter Executive. FPA of Central Virginia. Ameriprise Financial.
Charles D. Wendell B. Fuller Wealth Advisors, Inc. Charles E. Curtis L. Thomas F. Jill E. William W. Third Millennium Advisors, Inc. Paul C. Thomas E.
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