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Certified finance planner vs estate planner

The differences between certified finance planners and estate planners can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a certified finance planner and an estate planner. Additionally, an estate planner has an average salary of $96,182, which is higher than the $75,400 average annual salary of a certified finance planner.

The top three skills for a certified finance planner include estate planning, securities and investment management. The most important skills for an estate planner are financial products, financial analysis, and term care.

Certified finance planner vs estate planner overview

Certified Finance PlannerEstate Planner
Yearly salary$75,400$96,182
Hourly rate$36.25$46.24
Growth rate15%15%
Number of jobs117,57825,710
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 64%
Average age4545
Years of experience44

Certified finance planner vs estate planner salary

Certified finance planners and estate planners have different pay scales, as shown below.

Certified Finance PlannerEstate Planner
Average salary$75,400$96,182
Salary rangeBetween $41,000 And $138,000Between $58,000 And $157,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between certified finance planner and estate planner education

There are a few differences between a certified finance planner and an estate planner in terms of educational background:

Certified Finance PlannerEstate Planner
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 64%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Certified finance planner vs estate planner demographics

Here are the differences between certified finance planners' and estate planners' demographics:

Certified Finance PlannerEstate Planner
Average age4545
Gender ratioMale, 62.6% Female, 37.4%Male, 62.8% Female, 37.2%
Race ratioBlack or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 7.1% White, 72.3% American Indian and Alaska Native, 0.1%Black or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.0% Asian, 5.5% White, 73.9% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between certified finance planner and estate planner duties and responsibilities

Certified finance planner example responsibilities.

  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Assist individuals whom invest monies in variable annuities.
  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Analyze and test derivative modeling and dynamic hedging methods.

Estate planner example responsibilities.

  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Develop fee-based blotter reporting program to address AUM reporting and compliance suitability.

Certified finance planner vs estate planner skills

Common certified finance planner skills
  • Estate Planning, 16%
  • Securities, 7%
  • Investment Management, 7%
  • Life Insurance, 6%
  • Tax Planning, 5%
  • Retirement Planning, 5%
Common estate planner skills
  • Financial Products, 27%
  • Financial Analysis, 19%
  • Term Care, 12%
  • Life Insurance, 12%
  • Annuities, 7%
  • Probate, 6%

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