Certified finance planner vs planner

The differences between certified finance planners and planners can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 2-4 years to become a certified finance planner, becoming a planner takes usually requires 1-2 years. Additionally, a certified finance planner has an average salary of $75,400, which is higher than the $63,161 average annual salary of a planner.

The top three skills for a certified finance planner include estate planning, securities and investment management. The most important skills for a planner are customer service, exceptional client, and logistics.

Certified finance planner vs planner overview

	Certified Finance Planner	Planner
Yearly salary	$75,400	$63,161
Hourly rate	$36.25	$30.37
Growth rate	15%	4%
Number of jobs	117,578	15,269
Job satisfaction	-	-
Most common degree	Bachelor's Degree, 73%	Bachelor's Degree, 64%
Average age	45	42
Years of experience	4	2

Certified finance planner vs planner salary

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

	Certified Finance Planner	Planner
Average salary	$75,400	$63,161
Salary range	Between $41,000 And $138,000	Between $45,000 And $88,000
Highest paying City	-	San Francisco, CA
Highest paying state	-	California
Best paying company	-	Meta
Best paying industry	-	Technology

Differences between certified finance planner and planner education

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

	Certified Finance Planner	Planner
Most common degree	Bachelor's Degree, 73%	Bachelor's Degree, 64%
Most common major	Business	Business
Most common college	University of Pennsylvania	University of Pennsylvania

Certified finance planner vs planner demographics

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

	Certified Finance Planner	Planner
Average age	45	42
Gender ratio	Male, 62.6% Female, 37.4%	Male, 54.4% Female, 45.6%
Race ratio	Black 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, 4.9% Unknown, 4.7% Hispanic or Latino, 12.7% Asian, 9.6% White, 67.4% American Indian and Alaska Native, 0.8%
LGBT Percentage	5%	13%

Differences between certified finance planner and 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.

Planner example responsibilities.

Develop and managing the database for CDBG applicants.
Key role in managing and planning projects from sketch to approve plans.
Manage creation of replenishment loads (purchase or DRP) that are optimize to minimize logistical costs.
Assist with forecasting machines, accessories, and coffee with various departments in order to achieve monthly KPI's.
Develop and manage all types of inventory from finish goods, WIP (work in process) to raw material.
Manage RFQ process - gather quotations, examine bids with engineering and management, negotiate prices with suppliers and make awards.

Certified finance planner vs 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 planner skills

Customer Service, 13%
Exceptional Client, 8%
Logistics, 8%
Project Management, 6%
Excellent Interpersonal, 4%
Strong Analytical, 4%