
Financial planning involves looking at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals. From saving for education and planning for retirement to effectively managing taxes and insurance, financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow.This comprehensive career guide introduces readers to the financial planning profession and identifies different entry points and typical career tracks; explores the types of companies that employ financial planners, from large to small; highlights the personal and professional benefits of a career in financial planning, and the benefits of obtaining CFP certification; and provides details on where to find financial planning careers, including questions to ask in a job interview.