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Estate planning counselor vs certified finance planner

The differences between estate planning counselors and certified 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 an estate planning counselor and a certified finance planner. Additionally, an estate planning counselor has an average salary of $75,847, which is higher than the $75,400 average annual salary of a certified finance planner.

The top three skills for an estate planning counselor include reservations, real estate and customer issues. The most important skills for a certified finance planner are estate planning, securities, and investment management.

Estate planning counselor vs certified finance planner overview

Estate Planning CounselorCertified Finance Planner
Yearly salary$75,847$75,400
Hourly rate$36.46$36.25
Growth rate15%15%
Number of jobs49,064117,578
Job satisfaction--
Most common degreeBachelor's Degree, 41%Bachelor's Degree, 73%
Average age4545
Years of experience44

Estate planning counselor vs certified finance planner salary

Estate planning counselors and certified finance planners have different pay scales, as shown below.

Estate Planning CounselorCertified Finance Planner
Average salary$75,847$75,400
Salary rangeBetween $35,000 And $159,000Between $41,000 And $138,000
Highest paying City--
Highest paying state--
Best paying company--
Best paying industry--

Differences between estate planning counselor and certified finance planner education

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

Estate Planning CounselorCertified Finance Planner
Most common degreeBachelor's Degree, 41%Bachelor's Degree, 73%
Most common majorBusinessBusiness
Most common collegeUniversity of Minnesota - Twin CitiesUniversity of Pennsylvania

Estate planning counselor vs certified finance planner demographics

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

Estate Planning CounselorCertified Finance Planner
Average age4545
Gender ratioMale, 46.0% Female, 54.0%Male, 62.6% Female, 37.4%
Race ratioBlack or African American, 6.1% Unknown, 4.4% Hispanic or Latino, 10.1% Asian, 6.8% White, 72.4% American Indian and Alaska Native, 0.1%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%
LGBT Percentage5%5%

Differences between estate planning counselor and certified finance planner duties and responsibilities

Estate planning counselor example responsibilities.

  • Manage various types of litigation matters and supervise outside counsel on all aspects of litigation.
  • Prepare monthly reports for FHA and VA, dealing with loans and delinquent accounts
  • Deliver financial expertise to accredit international clients on financial plans, which include taxes, investment strategies, and securities.
  • Utilize solid judgment, product knowledge, problem solving, offering detail insight and alternatives to assist owners in booking vacations.
  • Assist with checking availability and booking reservations for owners and also giving information on any current promotions.
  • Identify owner reservation needs, check availability of owner occupy reservations, and find alternative dates or accommodations if need.
  • Show more

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.

Estate planning counselor vs certified finance planner skills

Common estate planning counselor skills
  • Reservations, 21%
  • Real Estate, 16%
  • Customer Issues, 10%
  • Booking, 10%
  • Inbound Calls, 10%
  • Estate Planning, 7%
Common certified finance planner skills
  • Estate Planning, 16%
  • Securities, 7%
  • Investment Management, 7%
  • Life Insurance, 6%
  • Tax Planning, 5%
  • Retirement Planning, 5%

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