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 The Financial
 Planning Profession
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What is a Financial Planner
 
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The Number One Profession in America
 
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Who Employs Financial Planners
 
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Income Potential
 
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Future Outlook
 
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Kaplan University -
The Best Choice
 
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New Requirements for CFP Certification
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RFC Designation
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CFPTM Certification
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Kaplan University Certificate in Financial PlanningKaplan University Certificate in Financial Planning
 
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What is a Financial Planner?
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WHAT DOES A FINANCIAL PLANNER DO?
Duties include:
reddot spacer Analyzing every aspect of a client's finances—income, assets, tax management, and more.
reddot spacer Identifying a client's financial strengths, weaknesses, and most importantly, their goals.
reddot spacer Forging a detailed plan—a set of action steps that will outline how a client's finances can best be managed.
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In short, a financial planner presents to clients a set of strategies aimed at making their dreams a reality.

As the economy grows, financial planners will play an increasingly essential role in many people's lives. With such high demand, it is no wonder that financial planning has been rated the number one job in the country.1

 
 
 
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A TRUSTED ADVISOR
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The Number 1 Profession in America To the client, the financial planner is indispensable. Unlike stockbrokers or accountants, who concentrate on small, specific aspects of a person's finances, financial planners collaborate with their clients on the whole picture—where their money goes and why. Many financial planners work with the same client for years, revising plans as the economy shifts, helping them reach long- and short-term goals, and providing a reassuring and informed outlook at times of crisis and plenty. For all these reasons, a financial planning career is as rewarding as it is lucrative. Click here to learn how to apply online.
 
THE IMPORTANCE OF DESIGNATION
Our program prepares you for the CFP® Certification Examination which confers the widely respected financial planning CFP® certification credential. 2CFP® certification, introduced in 1972, has become the most widely recognized and respected financial planning credential among consumers. The CFP® certification process consists of "the four E's:" Experience, Education, Examination, and Ethics. To read more click here.

In addition, the International Association of Registered Financial Consultants has chosen our program as the requisite educational foundation and examination requirement to earn their prestigious designation–Registered Financial Consultant (RFC). 3As our graduates may waive the normal four-year work experience requirement for RFC application, a coveted designation in financial planning is conferred upon graduation. Take a look at our courses and faculty or apply now.
 

 
  1 Source: 2001 Jobs Rated Almanac (St. Martin's Griffin)

2 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP logo, which it awards to individuals who successfully complete initial and ongoing certification requirements.
Kaplan University does not certify individuals to use CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP logo marks. CFP certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience and examination requirements.


3 RFC, Registered Financial Consultant, and RFC logo are certification marks granted to individuals who successfully complete and maintain the seven qualification requirements of the International Association of Registered Financial Consultants, Inc.

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THE FINANCIAL PLANNING PROFESSION | CURRICULUM | ABOUT KAPLAN UNIVERSITY
CLASSROOM TOUR | APPLY ONLINE | HELP
 
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Kaplan Higher Education
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Kaplan is a registered trademark of Kaplan, Inc.
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