Financial Planning

Do friends and family members come to you for advice? Financial planners, also known as “personal financial advisors,” are the trusted individuals who help others manage their finances. To do this work, you’ll need to know about investments, tax laws, and insurance. Programs in financial planning prepare you to recommend options that meet your clients’ short- and long-term financial goals.

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Financial planners advise individuals and businesses on financial matters including investments, retirement planning, tax management, estate planning, and employee benefits. About 40% of personal financial advisors are self-employed.

Competition is keen for this high-paying work. However, professional certification can give you an edge in the job market.