Avg. Base Salary (USD)
The average salary for a Certified Financial Planner (CFP) is $67,500
What Do Certified Financial Planner (CFP)s Do?
While many entities provide financial planning assistance to people who want a better handle on their financial situations and goals, a certified financial planner (CFP) can truly be considered a professional in the field. CFPs are only granted this title after passing a grueling certification process which ensures the individual's extensive knowledge of all aspects of the work; these include retirement planning and tax laws and regulations, as well as insurance and investment vehicles. …Read more
- Interview individuals or businesses to identify financial goals, concerns, and opportunities.
- Create agendas, spreadsheets, and meeting materials to discuss investments, savings, and asset allocation.
- Document and revise financial plans for clients.