Certified financial planner

General financial planning duties include meeting with clients to understand their financial status and goals, developing financial plans, and researching investment and other financial opportunities to discuss with clients. Finance-degree Beyond that:

• Investment Planning — Investment advisors manage portfolios on behalf of clients, selecting appropriate strategies based on financial goals, risk tolerance, and market conditions.
• Retirement Planning — Whether a client is a 25-year-old new employee or a business owner nearing retirement, retirement planning is a core area of expertise.
• Tax & Risk Management — CFPs help clients avoid financial pitfalls by planning ahead for tax responsibilities.
• Estate Planning — Many clients rely on CFPs to streamline the transition of their estate to family members, charities, or other entities.