Certified personal finance counselor vs finance planner

Differences between certified personal finance counselor and finance planner duties and responsibilities

Certified personal finance counselor example responsibilities.

• Lead cleanup of company database and files with pending patient and insurance payments through Meditech software program.
• Provide assistance to uninsure patients and families in completing and filing Medicaid or assistance program applications with the appropriate agency.
• Represent MMI professionally and effectively to all constituents through participation in professional development programs and through the certification process.

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.
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