Financial Planning


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Financial Planning:

Financial planning help individuals plan their financial futures. They provide advice on investing and conduct investment transactions. These individuals may work as independents or for money management firms. Financialplanning must be knowledgeable of tax law, financial markets and investment strategies. A Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation may be required for the position.

Commercial Banking:

Banking offers a variety of positions, some more broad in scope and others more specific. A branch manager, for example, is responsible for the overall success of the branch, including personnel issues, customer relations and loan quality. More

specific positions include credit analyst, loan officer, trust officer and mortgage banker. Each of these jobs requires the ability to review financial statements and project future performance.

Money Managers:

If you like looking behind the numbers and analyzing market trends then money management may be the career for you. Money managers hold stocks and bonds for institutional clients and hold fixed income securities including mortgaged-backs, corporate bonds, agency securities and asset-backed securities.

Specialist Financial Careers:

The following specialist inancial careers usually involve more study and examinations.

Certified Financial Planning: You may be considering help from a financial planner for a number of reasons, whether it's deciding to buy a new home, planning for retirement or your children's education. Whatever your needs, working with a financial planner can be a helpful step in securing your financial future.

Chartered Life Underwriter: A designation granted by the American College in Bryn Mawr, Pennsylvania to individuals who have completed training in life insurance and personal insurance planning. To obtain the designation, individuals have to complete advanced courses and exams in several topics including insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.

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