David G. Strege, CFP ® , CFA Financial Planning as a Career
The US Bureau of Labor Statistics  consistently ranks . . .  . . .  in the top 10 fastest growing  professions “ Personal ...
Financial Planner as Coach and Counselor <ul><li>Help clients with unique and often challenging situations discover and so...
Differentiation <ul><li>CERTIFIED FINANCIAL PLANNER ™  Certification is considered the gold standard in financial planning...
Differentiation <ul><li>Set yourself apart and gain instant credibility for your practice and expertise. </li></ul>It is e...
CFP ®  Certification Process <ul><li>Initial Certification -  must meet the following four  </li></ul><ul><li>initial cert...
<ul><li>You need to be knowledgeable in all areas covered by the financial planning topic list </li></ul><ul><li>3 ways to...
<ul><li>The CFP ®  Certification Examination assesses your ability to apply your financial planning knowledge to financial...
Experience 3 years full-time relevant personal financial planning experience
Ethics - describes the minimum standards of acceptable professional conduct for individuals authorized to use CFP Board's ...
C ERTIFIED  F INANCIAL  P LANNER B OARD OF  S TANDARDS, INC. <ul><li>1670 Broadway, Ste. 600, Denver, Colorado 80202-4809 ...
<ul><li>Increasingly large financial services firms make  CFP ®  certification part of their hiring requirements  </li></u...
Job Opportunities Finder Grinder Minder Business Owner
Compensation $37,300 $42,000 Paraplanner $50,000 $120,000 Rainmaker $92,500 $93,057 Investment Advisor $55,000 $75,000 Fin...
Compensation $40,039 $38,000 Paraplanner $61,591 $45,000 Research Analyst $42,000 $36,000 Client Service $36,516 $32,000 C...
Benefits of the Profession <ul><li>Personal Satisfaction in helping others with complex financial issues </li></ul><ul><li...
David G. Strege, CFP ® , CFA <ul><li>Syverson Strege & Company </li></ul><ul><li>4400 Westown Parkway, Ste. 405 </li></ul>...
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  1. 1. David G. Strege, CFP ® , CFA Financial Planning as a Career
  2. 2. The US Bureau of Labor Statistics consistently ranks . . . . . . in the top 10 fastest growing professions “ Personal Financial Advisory”
  3. 3. Financial Planner as Coach and Counselor <ul><li>Help clients with unique and often challenging situations discover and solve financial problems and achieve life goals </li></ul><ul><li>As an experienced professional, </li></ul><ul><li>you can mentor others entering the profession </li></ul>
  4. 4. Differentiation <ul><li>CERTIFIED FINANCIAL PLANNER ™ Certification is considered the gold standard in financial planning designations, according to a recent Wall Street Journal article. </li></ul>
  5. 5. Differentiation <ul><li>Set yourself apart and gain instant credibility for your practice and expertise. </li></ul>It is estimated that the earnings of a financial planner who is certified exceed those of a financial planner who is not by almost 33 percent.
  6. 6. CFP ® Certification Process <ul><li>Initial Certification - must meet the following four </li></ul><ul><li>initial certification requirements </li></ul><ul><li>(known as the four &quot;Es&quot;): </li></ul>Education Examination Experience Ethics
  7. 7. <ul><li>You need to be knowledgeable in all areas covered by the financial planning topic list </li></ul><ul><li>3 ways to complete the educational requirement: </li></ul><ul><ul><li>CFP Board-Registered Programs </li></ul></ul><ul><ul><li>Challenge Status </li></ul></ul><ul><ul><li>Transcript Review </li></ul></ul>Education
  8. 8. <ul><li>The CFP ® Certification Examination assesses your ability to apply your financial planning knowledge to financial planning situations. </li></ul>Combined with the education and experience requirements, it assures the public that you have met a level of competency appropriate for professional practice. Examination
  9. 9. Experience 3 years full-time relevant personal financial planning experience
  10. 10. Ethics - describes the minimum standards of acceptable professional conduct for individuals authorized to use CFP Board's CFP ® certification marks Code of Ethics and Professional Responsibility ( Code of Ethics )
  11. 11. C ERTIFIED F INANCIAL P LANNER B OARD OF S TANDARDS, INC. <ul><li>1670 Broadway, Ste. 600, Denver, Colorado 80202-4809 </li></ul><ul><li>P: 800-487-1497 </li></ul><ul><li>F: 303-860-7388 </li></ul><ul><li>E: [email_address] </li></ul><ul><li>W: www.CFP.net </li></ul>
  12. 12. <ul><li>Increasingly large financial services firms make CFP ® certification part of their hiring requirements </li></ul><ul><li>Many firms reward attainment and retention of the certification with career and salary enhancements </li></ul><ul><li>CFP ® certification provides the advantage of easily communicating expertise to clients and supervisors and opening career opportunities </li></ul><ul><li>CFP ® certification has international appeal </li></ul>Enhanced Career and Professional Development Opportunities
  13. 13. Job Opportunities Finder Grinder Minder Business Owner
  14. 14. Compensation $37,300 $42,000 Paraplanner $50,000 $120,000 Rainmaker $92,500 $93,057 Investment Advisor $55,000 $75,000 Financial Planner Non Certificate Holder Certificate Holder Job Title Total Compensation – Median Salary
  15. 15. Compensation $40,039 $38,000 Paraplanner $61,591 $45,000 Research Analyst $42,000 $36,000 Client Service $36,516 $32,000 Customer Support $70,000 $60,000 Rainmaker $140,000 $93,057 Investment Advisor $78,000 $68,250 Financial Planner Elite Ensembles All Participants Job Title Total Compensation – Median Salary
  16. 16. Benefits of the Profession <ul><li>Personal Satisfaction in helping others with complex financial issues </li></ul><ul><li>Entrée into a growing profession </li></ul><ul><li>Impact Society in a beneficial way </li></ul><ul><li>The Good Life by Reverend Peter Gomes </li></ul><ul><li>We are custodians of values in our society that is in desperate need of values. </li></ul><ul><li>Why do we care how we manage our wealth, because that is where our values are and get exhibited. So our profession can be very good or very bad for our culture. </li></ul><ul><li>We can influence people for good or for ill. Do the best we can with what we have. Everyday we can turn some bad into good. We can make the difference in a good way which is a very good thing. </li></ul><ul><li>The result will be the pleasure known as contentment. </li></ul>
  17. 17. David G. Strege, CFP ® , CFA <ul><li>Syverson Strege & Company </li></ul><ul><li>4400 Westown Parkway, Ste. 405 </li></ul><ul><li>West Des Moines, IA 50266 </li></ul><ul><li>P: 515-225-6000 </li></ul><ul><li>F: 515-225-6888 </li></ul><ul><li>E: [email_address] </li></ul><ul><li>W: www.sss-co.com </li></ul>

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