How to Start Your Career Path as a Certified Financial Planner
According to the Canadian Securities Institute, the average age of financial planners in Canada is 45-years-old, with only 5 percent under the age of 30. The industry as a whole is dominated by established names and major private firms. It can be frustrating to be the new person with new ideas in the room. However, it all starts with you. If financial planning is your dream career, here are a few suggestions on starting your career path. Get to know the jobs. People often get confused between the role of a financial planner and the role of a financial advisor. While the two jobs share some similarities, there are some distinguished key differences. On one hand, a financial advisor helps people to manage their money. There are many different types of financial advisors, from planning advisors to investment advisors with different specializations. On the other hand, a financial planner develops personalized financial plans for their clients, based on their portfolio, risk to...