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Certified finance planner vs finance planner

The differences between certified finance planners and finance 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 a finance planner. Additionally, a certified finance planner has an average salary of $75,400, which is higher than the $71,607 average annual salary of a finance planner.

The top three skills for a certified finance planner include estate planning, securities and investment management. The most important skills for a finance planner are financial aid, financial services, and client facing.

Certified finance planner vs finance planner overview

Certified Finance PlannerFinance Planner
Yearly salary$75,400$71,607
Hourly rate$36.25$34.43
Growth rate15%15%
Number of jobs117,57891,557
Job satisfaction--
Most common degreeBachelor's Degree, 73%Bachelor's Degree, 73%
Average age4545
Years of experience44

Certified finance planner vs finance planner salary

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

Certified Finance PlannerFinance Planner
Average salary$75,400$71,607
Salary rangeBetween $41,000 And $138,000Between $42,000 And $120,000
Highest paying City-Springfield, MA
Highest paying state-Massachusetts
Best paying company-Northern Trust
Best paying industry-Insurance

Differences between certified finance planner and finance planner education

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

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

Certified finance planner vs finance planner demographics

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

Certified Finance PlannerFinance Planner
Average age4545
Gender ratioMale, 62.6% Female, 37.4%Male, 62.0% Female, 38.0%
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, 5.7% Unknown, 4.4% Hispanic or Latino, 9.6% Asian, 8.4% White, 71.8% American Indian and Alaska Native, 0.1%
LGBT Percentage5%5%

Differences between certified finance planner and finance 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.

Finance planner example responsibilities.

  • Manage financial planning, educate clients on fix indexed annuities, and consistently analyze financial markers and ever-changing client needs.
  • Manage and strengthen customer relationships through cross-selling and up-selling to maximize retention and income generation by contacting existing and prospective customers.
  • Represent a large brokerage firm for products and services through direct sales.
  • Educate clients in tax implications for products that include mutual funds, securities, and retirement plans.
  • Redesign the existing report from a value-base manual effort to a Hyperion driven report, vastly improving both efficiency and accuracy.
  • Gain additional responsibility as a season FSR.
  • Show more

Certified finance planner vs finance 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 finance planner skills
  • Financial Aid, 21%
  • Financial Services, 9%
  • Client Facing, 8%
  • Retirement Planning, 7%
  • Estate Planning, 6%
  • Life Insurance, 6%

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