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Certified finance planner skills for your resume and career

Updated January 8, 2025

2 min read

Below we've compiled a list of the most critical certified finance planner skills. We ranked the top skills for certified finance planners based on the percentage of resumes they appeared on. For example, 16.4% of certified finance planner resumes contained estate planning as a skill. Continue reading to find out what skills a certified finance planner needs to be successful in the workplace.

15 certified finance planner skills for your resume and career

1. Estate Planning

Estate planning revolves around the process of preparing and arranging the distribution of an individual's assets in case of death or incapacitation.

Here's how certified finance planners use estate planning:

Provide comprehensive financial analysis, portfolio management, retirement and estate planning services.
Published articles covering estate planning and business continuity planning.

2. Securities

Here's how certified finance planners use securities:

Licensed in Securities Series 6, 63 and 26.
Registered Representative and Licensed Securities Broker State of California Life and Health Insurance License

3. Investment Management

Here's how certified finance planners use investment management:

Established a brand in the marketplace for a boutique financial planning and investment management firm by creating a strategic marketing plan.
Selected for special project to introduce financial solutions to Marin area Wells Fargo Bank customers through appropriate investment management groups.

4. Life Insurance

Here's how certified finance planners use life insurance:

Licensed stock broker and life insurance agent.
Acted as a liaison with outside agents on strategies, quotes, annuitizations and life insurance illustrations and analysis.

5. Tax Planning

Here's how certified finance planners use tax planning:

Identify tax planning strategies to optimize financial position.
Specialized in retirement, education, insurance, investment, estate, and tax planning.

6. Retirement Planning

Retirement Planning is a long-term groundwork where you must determine your income goals and the decisions and implementations to attain such goals. It requires financial strategies of saving, investments, or the expenditure of money in a way that means to sustain one's life during the period of retirement.

Here's how certified finance planners use retirement planning:

Conduct retirement planning assessment with financial projections of assets required at retirement date.
Assisted clients in retirement planning through a variety of investment opportunities including mutual funds and insurance policies.

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7. Investment Portfolios

Here's how certified finance planners use investment portfolios:

Review current investment portfolio and create an asset management strategy.
Developed and implemented direct marketing campaigns Managed investment portfolios Sold financial services

8. Client Relationships

Here's how certified finance planners use client relationships:

Managed all aspects of transaction activity for over 75 active client relationships, using CRM and other proprietary computer applications.
Strengthened client relationships for client's firms by doing in depth planning.

9. Risk Management

Risk management is the method of recognizing, evaluating, and managing risks to an organization's resources and profits. Financial insecurity, regulatory liability, strategic management mistakes, incidents, and natural hazards are just some of the challenges or dangers that could arise. For digitalized businesses, IT security vulnerabilities and data-related threats, as well as risk management techniques to mitigate them, have become top priorities.

Here's how certified finance planners use risk management:

Developed and analyzed risk management/insurance proposals/illustrations.
Provide customized, dynamic risk management solutions to hedge existing portfolios and/or client-specific risks, increasing risk mitigation and yield enhancement.

10. Health Insurance

Here's how certified finance planners use health insurance:

Certified Financial Planner Board of Standards Series 7 & 66 Licensure | NYS Life & Health Insurance License * * *
Designed and executed a specialized affinity niche-marketing program for accountants and attorneys around the HSA Health Insurance Coverage model.

11. Direct Guests

Here's how certified finance planners use direct guests:

Provided on board cruise consultation during peak season and holiday travels, selling to direct guests future cruises and cruise tours.
Handled Emails on a regular basis with questions or help with direct guests who I had booked for their upcoming cruise.

12. Financial Services

Financial services are economic services that are offered by the finance sector, which includes banks, financial institutes credit-card agencies, insurance companies, accountancy firms, and others that handles assets. Organizations in the financial services sector are concerned with money and risk management.

Here's how certified finance planners use financial services:

Managed the financial services operations of several independently owned Allstate Insurance agencies along the Connecticut shoreline.
Delivered financial and investment advice to individuals and institutions for global financial services firm, performing goal-oriented asset management for clients.

13. Investment Planning

Here's how certified finance planners use investment planning:

Transitioned to client-facing role with responsibility for delivering customized guidance to inform strategic investment planning decisions within multinational investment banking firm.
Provided expert management of financial portfolios and offered comprehensive retirement and investment planning customized to address individual needs.

14. RIA

Here's how certified finance planners use ria:

Performed all regulatory and compliance duties of operating an RIA, including registration, disclosures, and establishing policies and procedures.
Provided expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.

15. Client Accounts

Here's how certified finance planners use client accounts:

Managed over $45 million of investment assets for over 300 client accounts.
Monitor and follow up with the transfer of assets into client accounts.

5 Certified Finance Planner resume examples

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What skills help Certified Finance Planners find jobs?

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List of certified finance planner skills to add to your resume

The most important skills for a certified finance planner resume and required skills for a certified finance planner to have include:

Estate Planning
Securities
Investment Management
Life Insurance
Tax Planning
Retirement Planning
Investment Portfolios
Client Relationships
Risk Management
Health Insurance
Direct Guests

Financial Services
Investment Planning
RIA
Client Accounts
Portfolio Management
Annuities
Insurance Coverage
Caribbean
Business Development
Cash Flow Analysis
Sales Techniques

Financial Objectives
Financial Statements
Investment Strategies
Insurance Products
Cpas
PowerPoint
TM
Client Satisfaction
Financial Products
GUI

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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