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Financial Planning Related Articles and Career Information

Financial Planning Related Articles and Career Information

Financial Planner Resources - CFP Professional Career Information - Kaplan Financial Education Resource Center

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How to Become a CFP® Professional

Are you interested in advancing your career in financial services by becoming a CERTIFIED FINANCIAL PLANNER? Learn more about the steps you need to take to get your CFP® certification. We'll walk you through the 4 E's of certification and provide helpful resources for getting started.

 

 


Certified Financial Planner Career At-A-Glance - Kaplan Financial EducationCERTIFIED FINANCIAL PLANNER Professional Career At-a-Glance

Thinking about a career in the financial planning industry? Find out more about what the day-to-day is like for a CERTIFIED FINANCIAL PLANNER professional, what skill sets are important, and what job growth is expected over the next decade in this article.

 

 

CFP® Certification Myths - Busted!

Are you considering CFP® certification, but are unsure if you can handle it? The Kaplan team has busted 5 common myths about CFP® certification so you have all the facts to make your decision. 


 

 

Preview Education Course 101 Textbook - Kaplan Financial Education

Free eBook: Is CFP® Certification Right for You?

Not sure if CFP® certification is right for you? This free eBook will provide you with information about the financial planning process learned in Course 101: General Financial Planning Principles, Professional Conduct, and Regulation and includes several analytical problems that will allow you to apply the knowledge you learn in real-life scenarios.

 

 

CFP vs CFA: What's Right for Me? - Kaplan Financial Education

CFP® Mark vs CFA® Charter: Which is Right for You?

Not sure whether to pursue the CFP® mark or CFA® charter? Learn about they key differences between the two designations and how to obtain them in this infographic.

 

 

 

Guide to Using the CFP(R) Marks - Kaplan Financial Education

Guide to Using the CFP® Marks

CFP® marks got you confused? Check out our easy guide to using the CFP® marks correctly, so you are always in compliance with the trademark rules.

 


Is it Necessary for Financial Advisors to Collect Badges - Kaplan Financial EducationIs it Necessary for Financial Advisors to Collect Badges?

The financial services industry is highly competitive and often leaves professionals wondering if they should pile on certifications. Learn from Joyce Schnur, CFP®, MBA, ChFC how to be smart about choosing your designations to differentiate yourself in the market and attract and retain clients.