Posts Tagged ‘Certified’

I would like a certified financial planner to assist me with a financial budget and show me how to make my money grow for the long haul ahead please help me.
In southern calif.who has had a least 3 or more years experince in financial planning and who has been exposed to a variety of general work ie(income tax,state funding,life insurance educational funding,retirment,just someone who knows about all this an more a CFP with all these experiences.

I’ve worked nearly my entire career in finance, working with consumers to help them understand simple to complex financial concepts. I’ve also written financial articles for several magazines. But, since I did not work for a brokerage, I do not know how to get accredited as a certified financial planner.

What is a CLTC and how do I know if I need a CLTC or a financial planner. I’m just trying to get someone to help me manage my $$ and plan for my retirement! I don’t know what I need!

Some days it seems like the world is awash in financial planners. Few of them qualify for the Certified Financial Planner designation. I met Annette Findling of Stonebridge Advisors at an open house event in Lincolnshire hosted by Linda Martin of Coldwell Banker. I asked Annette what a financial planner does and what the CFP designation means. Take a look at her answers.

I’m interested in becoming a Certified Financial Planner, but I’m facing something of a “Catch 22.” In order to complete the requirements for the formal certification as a financial planner, a person has to have 3 years of financial work experience. I’m currently a full-time high school social studies teacher, and would like to make the transition to the new career as quickly as possible after I retire from teaching (in about 10 years). What can I do while I’m still a full-time teacher to get the financial work experience I need so that I can make the transition to a Certified Financial Planner without having to spend 3 years getting this experience after I retire from teaching? Thanks in advance for your time, ideas, and information.

A certified financial planner, or CFP, must have three years of experience advising, investing and planning, in addition to a bachelor’s degree. Learn about the CFP exam that certified financial planners must pass with help from a portfolio manager in this free video on financial planning. Expert: Gregory Bramwell-Smith Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates. Filmmaker: David Pakman

What a Certified Financial Planner is and why choose to work with one