5FactsAbout Financial Planning

It’s not all about math. The key to a flourishing career in financial planning is creative problem solving, relationship building and communication skills. CFP® pros help people take a holistic, “big picture” look at their finances to help them reach their life goals.
Freedom and flexibility. Talk to successful CFP® professionals and you will learn that what they value the most in their work is the freedom and flexibility to balance their personal and professional lives.
A profession in demand. Job growth for financial advisors is expected to grow 4 times higher than other occupations, according to the Bureau of Labor Statistics.
Not a one-size-fits-all career. From striking out on your own to working at firms big and small, there are a variety of career pathways for CFP® professionals. In 2014, about 1 in 5 personal financial planners were self-employed, according to the Bureau of Labor Statistics.
Build your future by helping others. This exciting career brings personal satisfaction of helping others, as well as financial rewards. According to the Bureau of Labor Statistics the median pay for personal financial planners is $89K.

Meet CFP® Pros


Meet Matt

“Becoming a CERTIFIED FINANCIAL PLANNER™ professional will equip you with the knowledge that you need. Clients, the community – everybody recognizes that mark and that they can expect nothing but excellence.”

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Meet Brittney

“There’s so much transformation in one’s life when they get their finances together. It’s a great feeling because I know I helped them get there.”

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Meet Rianka

“Being a financial planner allows you to build the work-life balance you want. It really depends on the life you want to live.”

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Meet Justin

“One of the things I like most about being a CFP® pro is that I get to make a difference in people’s lives. It’s not a transaction — they’re deciding to bring you into their lives and to be responsible for what’s most precious to them.”

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