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This question is about manager finance planning and analysis.
What do you need to become a financial planning manager?
To become a financial planning manager, you need educational credentials and work experience. The most common path is to earn a bachelor's degree in finance, accounting, or related field. After that working your way up from an entry-level finance planning position, which takes between 3 to 5 years.
Financial planning is a great career for anyone who enjoys sales, is great with people, has excellent analytical and communication skills, and can work independently. Most financial analysis manager positions require a bachelor's degree in finance, focusing on investments, taxes, estate planning, and risk management courses.
Once you learn the foundation needed for financial planning, consider focusing on a particular niche.
Common areas of expertise include:
Retirement planning
Estate planning
Education fund planning
Investment planning
Philanthropic gift planning
Tax planning
Insurance planning
Business succession planning
In addition, consider earning a certification or two to help improve your chances of landing a position as a financial analysis manager sooner.
Most Common Certifications for Financial Analysis Managers:
Certified Public Accountant (CPA)
Chartered Financial Consultant (ChFC)
Chartered Investment Counselor (CIC)
Financial Risk Manager (FRM)
Chartered Life Underwriter (CLU)
Charter Mutual Fund Counselor (CMFC)
Certified Management Accountant (CMA)
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