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300Hours: Finance Certifications Hub for CFA, FRM & CAIA

financial planner career path

Financial Planner Career Path: Roles, Salaries & Progression

Sophie Macon

14 Jan 2025

Career Advice, CFP

Financial planners help individuals to reach their long term financial goals. From planning for retirement, to offering the structure and strategy needed to enable clients to make the most of their finances, financial planners advise on a range of issues including tax, investments, budgets and inheritance. Combining expertise with a client-first approach, financial planners provide a roadmap that helps individuals achieve what they want from life with the resources they have available. Not only is financial planning a versatile and rewarding ...