Top Certified Finance Planner Skills

Below we've compiled a list of the most important skills for a Certified Finance Planner. We ranked the top skills based on the percentage of Certified Finance Planner resumes they appeared on. For example, 25.0% of Certified Finance Planner resumes contained Comprehensive Financial Plans as a skill. Let's find out what skills a Certified Finance Planner actually needs in order to be successful in the workplace.

The six most common skills found on Certified Finance Planner resumes in 2020. Read below to see the full list.

1. Comprehensive Financial Plans

high Demand
Here's how Comprehensive Financial Plans is used in Certified Finance Planner jobs:
  • Implement comprehensive financial plans and asset-allocation strategy while incorporating economic & market news to substantiate the recommendations.
  • Organized Investment Planning seminars, utilized integrated planning and investment management services with the creation of a comprehensive financial plans.
  • Produced custom portfolio models, created comprehensive financial plans and analysis, and presented investment recommendations to high net worth individuals
  • Structured comprehensive financial plans including portfolio diversification, estate planning techniques and insurance coverage to manage risk and maximize returns.
  • Determined suitability of clients and prepared comprehensive financial plans for clients, utilizing current technology such as Morning Star.
  • Developed and implemented comprehensive financial plans for clients encompassing retirement, insurance, estate, and investment components.

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2. Estate Planning

high Demand
Here's how Estate Planning is used in Certified Finance Planner jobs:
  • Published articles covering estate planning and business continuity planning.
  • Specialized in Retirement and Estate Planning.
  • Work with numerous insurance agents regarding estate planning and drafting irrevocable life insurance trusts for their clients.
  • Communicated with senior advisors and attorneys on clients' estate planning.
  • Provide financial advice and planning to individuals and businesses including investment management, insurance analysis, and estate planning.
  • Provided customized financial planning and estate planning for individuals and small businesses utilizing a client-centered planning process.

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3. Investment Strategies

high Demand
Here's how Investment Strategies is used in Certified Finance Planner jobs:
  • Performed portfolio evaluation and analysis, made recommendations on investments and investment strategies.
  • Monitored and tracked trading details to understand market changes and adapt investment strategies to capitalize market movements based in individual needs.
  • Devised and developed financial plans leveraging appropriate guidance tools and business partners in order to communicate key investment strategies to clients.
  • Consulted with private and corporate clients on money management and investment strategies* Devised and executed asset allocation models and hedging strategies
  • Participated in performing hedging, financial modeling, financial analysis, and risk-tolerance assessments to advise high-net-worth clients on investment strategies.
  • Developed investment strategies designed to achieve specific portfolio yield objectives of individual and institutional investors with emphasis on optimum tax advantages.

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4. Client Relationships

high Demand
Here's how Client Relationships is used in Certified Finance Planner jobs:
  • Strengthened client relationships for client's firms by doing in depth planning.
  • Cultivated client relationships by providing a very customer centric soft touch style of client service.
  • Collaborated effectively with internal teams to ensure efficiency in servicing existing client relationships and supporting the development of prospective customers.
  • Cultivated mutually successful internal partnership with Premier & Business Banking associates by pro-actively identifying gaps in client relationships with the bank.
  • Collaborated on the development and implementation of strategic marketing campaigns to generate new business and to expand existing client relationships.
  • Documented financial transactions by entering account information and recommends financial actions by analyzing accounting options thus, developing deeper client relationships.

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5. Customer Service

high Demand
Here's how Customer Service is used in Certified Finance Planner jobs:
  • Provided thorough/comprehensive customer service, as well as detailed communication with professional product and service-related providers.
  • Demonstrated Strong customer service, multitasking in a deadline-oriented environment.
  • Provide excellent customer service and conflict resolution.
  • Provided excellent customer service to new, existing and escalated guests with their reservations for travel.
  • Provide a superior level of customer service to clients with professionalism and discretion.
  • Certified vacation planner, specializing in sales and customer service.
  • Created and managed a proprietary contact management database, providing higher levels of effective customer service.
  • assisted new and returning guests with existing and/or new cruise bookings, while maintaining the highest level of customer service.
  • Provide visitors with a positive shopping experience with excellent customer service Assisting customers with the self planning process.
  • Maintained verbal & written contact with Account Executives & Loan Officers to ensure highest customer service levels.
  • Provided excellent customer service to all prospective veteran students, current students, and staff.

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6. Retirement Planning

high Demand
Here's how Retirement Planning is used in Certified Finance Planner jobs:
  • Conduct retirement planning assessment with financial projections of assets required at retirement date.
  • Designed and delivered CFP program curriculum and classes for Estate and Retirement Planning.
  • Achieved Chartered Retirement Planning Counselor designation
  • Coordinated implementation of business planning for small business owners and advised them on retirement planning, estate planning and business continuation.
  • Provided needs-based consultation to individual and business clients on risk management, retirement planning, wealth accumulation and estate planning.
  • Participated in benefit fairs and retirement seminars to give potential and existing clients basic knowledge of retirement planning and investing.

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7. New Assets

high Demand
Here's how New Assets is used in Certified Finance Planner jobs:
  • Increased net new assets under management through financial planning activities resulting in an average quarterly increase of $3 million.
  • Develop and build awareness of community involvement and business development to attract new assets
  • Stimulated increase in profits by identifying new assets and opportunities through consultative sales.
  • Generated opportunities to gather new assets under management.
  • Transformed team ranking through identification and acquisition of new assets.
  • Team leader for new product launch which reached goal of $100 million in net new assets in the first year.

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8. Investment Management

high Demand
Here's how Investment Management is used in Certified Finance Planner jobs:
  • Selected for special project to introduce financial solutions to Marin area Wells Fargo Bank customers through appropriate investment management groups.
  • Identified and developed portfolio solutions including customized investment management and stock option grants to advisory services for top level business executives.
  • Gathered and analyzed data used in financial planning, asset allocation, portfolio diversification as well as general investment management.
  • Strengthened existing client relationships by cross-selling investment management and banking products that were appropriate for their financial plan.
  • Contributed to company performance by offering expertise, reliability and continuity in investment management procedures, establishing clear communication lines.
  • Assisted clients in developing comprehensive wealth strategies encompassing retirement planning, college savings planning, investment management and legacy planning.

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9. Financial Goals

high Demand
Here's how Financial Goals is used in Certified Finance Planner jobs:
  • Deliver personalized investment solutions to help clients work toward their long-term financial goals
  • Evaluated the composition of 70 clients' portfolios in conjunction with their financial goals to create quarterly target projection reports.
  • Conducted financial analysis, evaluation and planning for individual and businesses to assist them in reaching their financial goals.
  • Originate loans and educate consumers regarding mortgage products that fit into their long-term plans and financial goals.
  • Created, implemented, and continually reviewed plans, including strategies designed to help pursue financial goals.
  • Incorporated a holistic approach that aided clients in defining and achieving their financial goals while containing costs.
  • Helped hundreds of clients to successfully achieve financial goals over a period of 25 years.

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10. Financial Advisor

high Demand
Here's how Financial Advisor is used in Certified Finance Planner jobs:
  • Provided regulatory oversight to financial advisors.
  • Assist financial advisors in collecting information such as financial reports, loans, and other records.
  • Trained numerous financial advisors who became successful in their own practices.
  • Recruited, hired, trained and managed financial advisors.
  • Participated in Financial Advisory education program
  • Rendered fee-based financial advisory services to a self-directed and cost-conscious investor base using a consultative sales approach.

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11. Sales Goals

high Demand
Here's how Sales Goals is used in Certified Finance Planner jobs:
  • Exceeded sales goals for every quarter of employment.
  • Developed productive and profitable business relationships to increase revenues and achieve sales goals.
  • Achieved personal sales goals by proactively identifying opportunities utilizing the fundamentals sales process.
  • Measured progress toward sales goals by tracking opportunity pipeline.
  • Exceeded organizational sales goals, customer satisfaction objectives and compliance standards.
  • Cultivated a reputation for successfully increasing sales volume and exceeding sales goals.

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12. Life Insurance

high Demand
Here's how Life Insurance is used in Certified Finance Planner jobs:
  • Licensed stock broker and life insurance agent.
  • Acted as a liaison with outside agents on strategies, quotes, annuitizations and life insurance illustrations and analysis.
  • Present personal plans leading to comfortable retirement, debt elimination, superior personal investments and appropriate life insurance options
  • Offered life insurance to individuals within an assigned territory using consultative sales techniques Identified prospective customers using established lead methodologies.
  • Conducted interviews, analyzed life insurance and retirement data, solved problems and presented recommendations.
  • Prepared Financial Planning Proposals, Investment Portfolios and Life Insurance Presentations.

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13. New Clients

high Demand
Here's how New Clients is used in Certified Finance Planner jobs:
  • Identified and researched qualified prospects, initiated contact and secured new clients by personal interviews and financial planning and investment presentations.
  • Implement strategies to gaining access to new clients by establishing relationships with department managers, administrators and other influential individuals.
  • Generated prospective new clients by developing compelling marketing campaigns; planned educational distribution of services to community at large.
  • Formulated comprehensive market initiatives to expand potential clientele resulting in the acquisition of several new clients.
  • Developed relationships with existing clients and built relationships with new clients resulting in asset accumulation and retention.
  • Maintained company book of business and produced growth with tremendous new clients from personal referral system implemented personally.

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14. Caribbean

high Demand
Here's how Caribbean is used in Certified Finance Planner jobs:
  • Travel agent for Celebrity Cruises, Royal Caribbean's cruise line that caters to its worldwide affluent and upscale customer base.
  • Directed non-routine matters to the appropriate Royal Caribbean resource for special handling and resolution.
  • Answer phone calls, take payments, and reservations to Royal Caribbean cruise vacations
  • Provide extensive cruise planning knowledge for any destination Royal Caribbean cruise to.
  • Provided information to guests regarding Royal Caribbean products, services and promotions.
  • Advised the guests of Royal Caribbean products, services and promotions.
  • Updated required information into Royal Caribbean systems and maintained an accurate history of each reservation and any associated transactions.

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15. High NET

average Demand
Here's how High NET is used in Certified Finance Planner jobs:
  • Managed a book of 35 high net worth families by developing and implementing comprehensive financial planning objectives.
  • Specialized in advanced investment, insurance and tax strategies for executives and high net worth families.
  • Counseled corporate clients and high net-worth individuals with regard To their borrowing needs.
  • Certified Financial Planner(TM) (2009-Present) Financial adviser in Client Services to high net worth university professionals.
  • Opened and managed many high net-worth client brokerage accounts using targeted promotional campaigns by conducting educational workshops on various financial topics.
  • Provided comprehensive financial planning and asset management services to high net worth families and nonprofits and managing portfolios to maximize returns.

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16. Income Tax Returns

average Demand
Here's how Income Tax Returns is used in Certified Finance Planner jobs:
  • Prepared and reviewed complex federal and state income tax returns, trust returns and gift tax returns.
  • Formulated individual and business income tax returns for federal and state income taxes.
  • Prepared complex individual income tax returns and annual tax projections.
  • Prepared individual federal and state income tax returns.

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17. Financial Statements

average Demand
Here's how Financial Statements is used in Certified Finance Planner jobs:
  • Determined credit risk to lenders from review of credit reports, financial statements, personal and business taxes.
  • Accumulated in-depth experience reading/interpreting corporate financial statements.
  • Developed financial forecasting models and proforma financial statements to analyze potential acquisitions along with detailed assumptions and operating conditions.
  • Generated financial statements and facilitated account closing procedures each month Reconciled discrepancies between accounts and resolved issues.
  • Develop monthly reporting package, which includes updated projected financial statements and stress scenarios to support our liquidity strategy.
  • Performed preliminary valuations, produced financial statements and projections, and wrote subscription agreements and formal memos of understanding.

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18. Financial Services

average Demand
Here's how Financial Services is used in Certified Finance Planner jobs:
  • Managed the financial services operations of several independently owned Allstate Insurance agencies along the Connecticut shoreline.
  • Initiated innovative design of satellite office offering 2-day financial services seminars and face-to-face client interaction adding worth to branch.
  • Maintained a high-value sales pipeline of over eighty client accounts and provided custom-tailored individual financial services on an on-demand basis.
  • Solicit and maintain existing clientele by providing comprehensive financial planning using full financial services to meet banks business objectives.
  • Selected as spokesperson for company-sponsored events and as host presenter in seminars focused on multiple topics within the financial services industry
  • Marketed and implemented comprehensive fee-based financial services to individuals integrating proprietary and non-proprietary products.

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19. Risk Management

average Demand
Here's how Risk Management is used in Certified Finance Planner jobs:
  • 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.
  • Design financial modeling analysis for risk management, profitability, cost/benefit analysis and produce quarterly board charts and monthly management reports.
  • Collaborated with senior advisory staff to design and implement customized financial and risk management planning for businesses and individuals.
  • Analyzed, developed, implemented and monitored financial contracts and plans, encompassing both risk management and investment products solutions.
  • Provided financial risk management services -Operated day to day transaction and processed medical claims -Followed up on customer requests

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20. Business Development

average Demand
Here's how Business Development is used in Certified Finance Planner jobs:
  • Developed a daily equity research model designed to engage high net worth investors in actionable strategies and stimulate further business development.
  • Generated qualified leads and developed client base through cold calling, market research and networking; proactively uncovered business development opportunities.
  • Assisted senior bankers in preparation of sales memorandums, marketing materials, research reports and other offering and business development materials.
  • Provided monthly economic/financial education newsletters and seminars for business development, add value to services, and development of long-term relationships.
  • Conducted policy research and financial modeling to support geographic expansion objectives; resulted in business development initiatives in two new markets.
  • Work individually and with marketing department to gather and analyze competitive intelligence on prospective and existing clients for business development efforts.

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21. Direct Guests

average Demand
Here's how Direct Guests is used in Certified Finance Planner jobs:
  • 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.
  • Position is also responsible for servicing the direct guests as well as, exceeding their expectations during each call.
  • Assist travel partners & direct guests with existing bookings.
  • Answered in-bound phone calls from travel agents/direct guests.
  • Offer, upsell & book travel partners & direct guests for upcoming sailings.

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22. Cruise Vacations

average Demand
Here's how Cruise Vacations is used in Certified Finance Planner jobs:
  • Answered incoming customer calls regarding purchasing cruise vacations.
  • Advised customers on cruise vacations, air fare, hotel, and tour accommodations.
  • Planned cruise vacations for customers.

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23. Phone Calls

average Demand
Here's how Phone Calls is used in Certified Finance Planner jobs:
  • Manage administrative and clerical functions of the office including appointment scheduling/calendar management, handling phone calls and client inquires.
  • Assisted in answering telephone calls and enhancing client relationships through processing timely service requests.
  • Answered incoming phone calls and provided general information regarding the initial process of applying for financial assistance.
  • Answered incoming telephone calls with professional and knowledgeable responses.
  • Work one-on-one with supervisor, processed payments, and made monthly phone calls updating customers of their accounts.
  • Share responsibility of office functions; reviews reports; mail; handle inbound/outbound phone calls.

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24. Health Care

average Demand
Here's how Health Care is used in Certified Finance Planner jobs:
  • Developed and refined operating procedures for Community Based Health Care Organization's finance support.
  • Trained Community Based Health Care Organization personnel on proper processing procedures using My UnitPay.
  • Educated clients on their benefits rights and responsibilities under ERISA, the ACA, and other health care laws.
  • Work with business clients to establish the appropriate plans for their businesses within the scope of the complex Health Care Laws.
  • Assist public and private sector organizations to design, implement, evaluate and improve health care and public policy programs.
  • Selected Contribution: * Leveraged a four-month accounting assignment at a major health care client into a thirteen-month engagement.

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25. TM

average Demand
Here's how TM is used in Certified Finance Planner jobs:
  • Assisted in remodeling of Bedrooms department, including concept development and realization.
  • Attend various available Department of Education training sessions regarding software.
  • Review current investment portfolio and create an asset management strategy.
  • Profiled and analyzed investment products to develop customized financial strategies.
  • Presented at numerous employee retirement plan meetings to review investment options, risk levels and rules and regulations of the plan.
  • Aligned team efforts by communicating and developing strategies for operations, investment management, tax planning, and estate planning departments.
  • Partnered with clients to define their investment objectives, determine asset allocation, and track account performance related to specific benchmarks.
  • Assess potential clients' objectives and needs, propose solutions, then present advantages of plan, investment, and organization.
  • Established a brand in the marketplace for a boutique financial planning and investment management firm by creating a strategic marketing plan.
  • Interpreted data on price, yield, stability, future financial-risk trends, economic influences and other factors affecting investment programs.
  • Acquire and deepen relationships with clients through comprehensive needs based marketing of investment products within the branch environment.
  • Assisted clients in retirement planning through a variety of investment opportunities including mutual funds and insurance policies.
  • Represented the Consumer Outreach department in a beta test for 6 months in pricing and promotion project.
  • Utilized internal and external marketing products in the loan department to introduce to new and existing customers.
  • Remodel has resulted in an increase of sales, for department and store as a whole.
  • Work with various departments to ensure that students are funded correctly and prepared to start class.
  • Provided excellent customer experience for guests that booked cruises directly with the certified vacation planning department.
  • Evaluated client needs and objectives with respect to investments, cash flow and estate planning.
  • Completed due diligence on 10 alternative investment programs that expanded investment options available to clients.
  • Designed plans, initiated sales, placed investments, and administered over 20 retirement plans.

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26. Financial Objectives

average Demand
Here's how Financial Objectives is used in Certified Finance Planner jobs:
  • Assessed relative merits of financial plans, translating complex information into viable financial objectives that helped clients achieve long-term objectives.
  • Helped individuals and businesses identify and implement solutions to meet key financial objectives using a variety of insurance and investment products.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives and presented potential solutions.
  • Consulted with clients to devise strategy and plan of action to attain financial objectives through development of diversified investment/insurance portfolios.
  • Helped companies associates staff analyzing financial information obtained from clients to determine strategies for meeting clients financial objectives.
  • Manage and conduct analyses to assist senior management in planning, evaluating financial requirements and meeting financial objectives.

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27. Insurance Companies

average Demand
Here's how Insurance Companies is used in Certified Finance Planner jobs:
  • Work effectively with outside insurance companies, Doctors and patients in reviewing and processing paperwork to ensure timely and maximum reimbursement.
  • Market financial planning services through partnerships with appointed insurance companies, traditional investment and alternative investment partners.
  • Verify insurance/coverage, notify insurance companies of patient services and provide required documentation for bill approvals.
  • Call insurance companies when payment is denied to obtain necessary information and determine re-billings.
  • Verified and obtained authorization for inpatient and outpatient services from insurance companies.
  • Received and responded to telephone inquires regarding patients and insurance companies for payment processing.

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28. Business Owners

average Demand
Here's how Business Owners is used in Certified Finance Planner jobs:
  • Established an accounting/advisory practice working with small business owners.
  • Facilitated financial planning education seminars for high net worth women, couples and business owners.
  • Provided fee-paid financial planning advice to small business owners, entrepreneurs, and individual investors.
  • Consulted with customer base that included retirees, pre-retirees, and small to medium sized business owners.
  • Establish profit generating relationships with small business groups, business owners and individuals within local market and provide customized business solutions.
  • Prospect, cultivate and advise individuals and business owners to help achieve and sustain financial stability through customized planning solutions.

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29. Risk Tolerance

low Demand
Here's how Risk Tolerance is used in Certified Finance Planner jobs:
  • Conduct comprehensive reviews for existing book of business by recommending modifications based on clients risk tolerance, objectives and individual preferences.
  • Performed fundamental, quantitative and technical analyses for allocation of funds to equity portfolios based on client specific risk tolerances.
  • Recommended investments tailored to client objectives and risk tolerance levels and developed business plan for successfully growing new business.
  • Analyzed clients' financial situation and designed investment strategies/retirement plans consistent with their goals and risk tolerance.
  • Developed client/prospect profiles, including risk tolerance, and provided recommendations based on resources offered internally and by third-party companies.
  • Perform financial analysis and risk tolerance assessments focusing on both assets and liabilities to maximize client overall portfolio efficiency.

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30. CPA

low Demand
Here's how CPA is used in Certified Finance Planner jobs:
  • Contract as tax season employee to small CPA firm.

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31. AUM

low Demand
Here's how AUM is used in Certified Finance Planner jobs:
  • Executed 84 major modernization initiatives funded three medical readiness initiatives and enhanced war-fighter trauma detection.
  • Developed fee-based blotter reporting program to address AUM reporting and compliance suitability.
  • Developed existing investment group client relationships and enhanced AUM.
  • Introduce clients to Fiduciary Product relationships and act as liaison with 3rd party providers (~$2 billion AUM).
  • Assisted with new manager searches, performance analysis and asset allocation for primarily institutional clients at $6B AUM firm.
  • Grow AUM by collaborating with branch employees, networking with multiple departments and work groups at American Airlines.

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32. Financial Products

low Demand
Here's how Financial Products is used in Certified Finance Planner jobs:
  • Marketed high-end financial products for this provider of investment, insurance and mortgage solutions with approximately 10,000 agents nationwide.
  • Customized need based solutions utilizing in-house and outside contracted financial products to suit individual and business clients.
  • Developed investment plans with detailed and structured strategies to meet and exceed goals using developed models and recommended financial products.
  • Oversee financial research and analysis on business investments while advising clients on private equity investments and financial products.
  • Assisted individuals in achieving their financial retirement goals by advising on financial products and services to non-profit organizations.
  • Conducted educational seminars to expand awareness and understanding of a wide range of market conditions and financial products.

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33. Insurance Products

low Demand
Here's how Insurance Products is used in Certified Finance Planner jobs:
  • Identified market opportunities and captured new business segments by effectively tailoring insurance products to meet individual needs
  • Promoted sales of insurance products and annuity services, completed annuity and insurance documentation, and advised on financial investments.
  • Recommended investment and insurance products to individuals and businesses according to their financial objectives and reviewed and adjusted portfolios as needed.
  • Provided suggestions and hypothetical illustrations on securities and insurance products based on professional publications review and financial software and literature.
  • Created customized investment portfolios for clients and matched life insurance and investment insurance products with their investment portfolios
  • Recommended investment and insurance products to individuals and businesses according to their financial objectives and reviewed and adjusted portfolios as needed.

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34. Portfolio Management

low Demand
Here's how Portfolio Management is used in Certified Finance Planner jobs:
  • Provide comprehensive financial analysis, portfolio management, retirement and estate planning services.
  • Create and deepen relationships with clients through ongoing communication to develop opportunities for asset gathering, financial advice and portfolio management.
  • Provided strategic consultation on account restructuring, portfolio management, and development of wealth preservation plans to consumer client base.
  • Founded a financial advisory firm after identifying a local need for ethical, fairly priced portfolio management for diverse investors.
  • Marketed firm's Corporate Executive Services and portfolio management capabilities utilizing both proprietary and independent money managers to qualified clients.
  • Attended portfolio seminars; learned basic portfolio management and financial solution; maintained sales databases.

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35. Asset Allocation

low Demand
Here's how Asset Allocation is used in Certified Finance Planner jobs:
  • Implemented institutional-quality asset allocation through investment policy statements.
  • Perform and present robust strategic asset allocation analyses demonstrating efficient alternatives for increased expected portfolio returns concurrent with reduced expected volatility.
  • Provide asset and manager selection analysis, asset allocation reviews and portfolio strategies for individuals, portfolio managers and financial consultants.
  • Reviewed asset management strategies recognizing estate and income tax needs, implemented asset allocation strategies, and recommended suitable investments.
  • Provided a full range of client training and education regarding asset allocation, diversification of investments, and investment opportunities.
  • Developed asset allocation portfolios based on client input* Ensured customers' assets were aligned with their expectations* Converted brokerage accounts to advisory

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36. Current Financial Situation

low Demand
Here's how Current Financial Situation is used in Certified Finance Planner jobs:
  • Provided an analysis of client current financial situation.
  • Summarize current financial situations, including net worth statement, cash flow summary & insurance analysis.
  • Assisted clients in developing their own financial roadmaps by gathering information, analyzing their current financial situation and making recommendations.

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37. GUI

low Demand
Here's how GUI is used in Certified Finance Planner jobs:
  • Helped to develop an improved Quality Assurance program that clarified employee expectations and guidelines for scoring guest interactions.
  • Established first Corporate Sponsor and guidelines/procedures for over 50 members that enhanced productivity and participation.
  • Guided Marketing Department with customer base in order to create strong marketing tools depending on different demands.
  • Purpose and Scope: Provided direct and effective financial guidance and advice to individual clients.
  • Analyzed credit, income and collateral, ensuring all loans meet company and investor guidelines.
  • Guided clients and supporting their goals.
  • Used the Internet, Intranet, Outlook, Excel, Word, and Power Point, Lotus notes, GUI System.
  • Administered voyage reports and on board sales reports with working knowledge of Siebel Systems and GUI.

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38. Powerpoint

low Demand
Here's how Powerpoint is used in Certified Finance Planner jobs:
  • Assisted my mentor construct a PowerPoint presentation elucidating common misconceptions about financial investing to eighteen future prospects.
  • Prepared PowerPoint presentations and profile handouts for prospective client seminars.
  • Created monthly PowerPoint presentations illustrating business performance and goals.
  • Drafted PowerPoint for presentation to senior executives.
  • Processed, analyzed over 500 alumni responses via Excel format then presented results via PowerPoint to Director of Career Center.
  • Created a PowerPoint presentation on the status of Women in Africa for the Assistant Secretary-General.

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39. Tax Status

low Demand
Here's how Tax Status is used in Certified Finance Planner jobs:
  • Prepared recommendations and implemented solutions for clients based on their financial objectives, risk tolerance, tax status, and earnings.
  • Interviewed clients to determine their assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
  • Analyzed the financial scenarios of clients to improve their cash flow, insurance coverage, tax status and retirement strategies.
  • Assess clients' investments, cash flow, insurance coverage, and tax status to establish long term financial goals.
  • Assessed clients' assets, liabilities, insurance coverage, tax status and financial objectives to establish investment strategies.
  • Evaluated customers' security holdings, financial situations and needs, financial status, tax status and investment objectives.

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40. Financial Security

low Demand
Here's how Financial Security is used in Certified Finance Planner jobs:
  • Provide financial consultation to new and existing clients directed towards building client portfolios and increasing financial security.
  • Educated people about leveraging money and helped them reach financial security.
  • Managed assets of company as well as clients to provide clients with Financial Security and Wealth accumulation.
  • Provided recommendations of life insurance and variable annuities to help ensure financial security for clients.
  • Leveraged a customer-centric approach balanced against the client's unique goals and needs to facilitate financial security and capital preservation.

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41. LLC

low Demand
Here's how LLC is used in Certified Finance Planner jobs:
  • Mentored sales people on how to encourage potential buyers to choose New Home Mortgage, LLC.

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42. CRM

low Demand
Here's how CRM is used in Certified Finance Planner jobs:
  • Managed all aspects of transaction activity for over 75 active client relationships, using CRM and other proprietary computer applications.
  • Developed optimal system for efficient customer interaction and business management utilizing Oracle CRM Applications.
  • Displayed excellent organizational skills on numerous CRM databases.
  • Used Excel functions to segment client database and denote grouping in a contract relationship management (CRM) system.
  • Leveraged the CRM system to identify clients past due for review and implement options to establish customized reminders.
  • Assisted in marketing, data management through Excel, and CRM; reviewed asset allocation portfolios.

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43. RIA

low Demand
Here's how RIA is used in Certified Finance Planner jobs:
  • Work with agency management team in establishing appropriate objectives and development plans.
  • Assist clients in making informed decisions on appropriate course of action ensuring compliance with short and long term goals.
  • Generate and project manpower, work hours, material, and equipment needed for Exxon Turnarounds, and Projects.
  • Maintained consistent communication with existing client base to assess each client's updated requirements and formulate appropriate plans.
  • Provided expert advice to clients to achieve their financial planning goals in conjunction with an independent RIA.
  • Evaluate and test construction supervisor(s) competency to meet Exxon Supervisor Screening Standard criteria.
  • Helped coordinate and produce firm's marketing, advertising, and promotional materials.
  • Recommend and implement appropriate actions to clients due to sudden market corrections.
  • Assisted individuals whom invested monies in variable annuities.
  • Performed all regulatory and compliance duties of operating an RIA, including registration, disclosures, and establishing policies and procedures.
  • Handle the reprising of any existing bookings to apply latest promotions onto bookings when appropriate.
  • Analyze a client s finances and suggest appropriate action to satisfy pre-determined goals.
  • Created training materials for management for Seibel's CEM usage.

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44. Customer Retention

low Demand
Here's how Customer Retention is used in Certified Finance Planner jobs:
  • Granted responsibility of maintaining account/customer retention for branch.
  • Key Accomplishments: Surpassed customer retention and business development goals by building client base to more than 600 investors.

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45. Financial Circumstances

low Demand
Here's how Financial Circumstances is used in Certified Finance Planner jobs:
  • Conduct in depth interview of client financial circumstances and future goals.
  • Conducted in-depth reviews of financial circumstances and future goals.

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46. Individual Clients

low Demand
Here's how Individual Clients is used in Certified Finance Planner jobs:
  • Worked with individual clients and potential clients to ensure the correct investment options based on their risk tolerance levels and goals.
  • Recruited to manage $25M retirement plan for large non-profit organization along with providing retirement services to institutional and individual clients.
  • 97205Provided financial planning, retirement planning and investment advisory services for individual clients and businesses through comprehensive financial planning.
  • Consulted individual clients about their financial portfolio accounts and implemented strategic financial recommendations for investment and retirement purposes.
  • Provided integrated financial planning services, allowing institutional and individual clients to accumulate, preserve and transfer wealth
  • Developed and Executed Financial Strategies, wealth management services and strategies focusing on individual clients.

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47. Current Income

low Demand
Here's how Current Income is used in Certified Finance Planner jobs:
  • Interviewed clients to determine their current income, financial objectives, risk tolerance and other information needed to develop client solutions.
  • Interview clients to determine their current income, expenses, financial objectives and information needed for their financial plan.
  • Advised clients on current income protection policies and implement plans to take advantage of cost effective strategy.
  • Interviewed patients to determine their current income and expense information.

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48. Accurate Information

low Demand
Here's how Accurate Information is used in Certified Finance Planner jobs:
  • Inform students of their responsibility to deliver accurate information and the possible consequences related to their application and funding process.
  • Corresponded with students to ensure accurate information to avoid discrepancies during the application and funding process.
  • Discussed financial obligation to provide accurate information related to customer's application and funding.
  • Provided new and current students with accurate information regarding application process and loan eligibility.
  • Advised students of their obligation to provide accurate information to determine aid eligibility.
  • Provided accurate information on available programs and proper procedures and eligibility requirements.

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20 Most Common Skill for a Certified Finance Planner

Comprehensive Financial Plans30.6%
Estate Planning9.2%
Investment Strategies8.3%
Client Relationships7.3%
Customer Service5%
Retirement Planning4.6%
New Assets4.1%
Investment Management3.5%

Typical Skill-Sets Required For A Certified Finance Planner

RankSkillPercentage of ResumesPercentage
1
1
Comprehensive Financial Plans
Comprehensive Financial Plans
25%
25%
2
2
Estate Planning
Estate Planning
7.5%
7.5%
3
3
Investment Strategies
Investment Strategies
6.8%
6.8%
4
4
Client Relationships
Client Relationships
6%
6%
5
5
Customer Service
Customer Service
4.1%
4.1%
6
6
Retirement Planning
Retirement Planning
3.8%
3.8%
7
7
New Assets
New Assets
3.3%
3.3%
8
8
Investment Management
Investment Management
2.8%
2.8%
9
9
Financial Goals
Financial Goals
2.7%
2.7%
10
10
Financial Advisor
Financial Advisor
2.5%
2.5%
11
11
Sales Goals
Sales Goals
2.2%
2.2%
12
12
Life Insurance
Life Insurance
2.1%
2.1%
13
13
New Clients
New Clients
2.1%
2.1%
14
14
Caribbean
Caribbean
2%
2%
15
15
High NET
High NET
1.8%
1.8%
16
16
Income Tax Returns
Income Tax Returns
1.7%
1.7%
17
17
Financial Statements
Financial Statements
1.5%
1.5%
18
18
Financial Services
Financial Services
1.4%
1.4%
19
19
Risk Management
Risk Management
1.4%
1.4%
20
20
Business Development
Business Development
1.3%
1.3%
21
21
Direct Guests
Direct Guests
1.3%
1.3%
22
22
Cruise Vacations
Cruise Vacations
1.1%
1.1%
23
23
Phone Calls
Phone Calls
0.9%
0.9%
24
24
Health Care
Health Care
0.9%
0.9%
25
25
TM
TM
0.8%
0.8%
26
26
Financial Objectives
Financial Objectives
0.8%
0.8%
27
27
Insurance Companies
Insurance Companies
0.8%
0.8%
28
28
Business Owners
Business Owners
0.8%
0.8%
29
29
Risk Tolerance
Risk Tolerance
0.7%
0.7%
30
30
CPA
CPA
0.7%
0.7%
31
31
AUM
AUM
0.6%
0.6%
32
32
Financial Products
Financial Products
0.6%
0.6%
33
33
Insurance Products
Insurance Products
0.6%
0.6%
34
34
Portfolio Management
Portfolio Management
0.6%
0.6%
35
35
Asset Allocation
Asset Allocation
0.6%
0.6%
36
36
Current Financial Situation
Current Financial Situation
0.6%
0.6%
37
37
GUI
GUI
0.5%
0.5%
38
38
Powerpoint
Powerpoint
0.5%
0.5%
39
39
Tax Status
Tax Status
0.5%
0.5%
40
40
Financial Security
Financial Security
0.5%
0.5%
41
41
LLC
LLC
0.4%
0.4%
42
42
CRM
CRM
0.4%
0.4%
43
43
RIA
RIA
0.4%
0.4%
44
44
Customer Retention
Customer Retention
0.4%
0.4%
45
45
Financial Circumstances
Financial Circumstances
0.4%
0.4%
46
46
Individual Clients
Individual Clients
0.4%
0.4%
47
47
Current Income
Current Income
0.4%
0.4%
48
48
Accurate Information
Accurate Information
0.4%
0.4%

33,864 Certified Finance Planner Jobs

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