Close Menu
  • Home
  • Conferences
    • Training
  • Scholarships
    • Undergraduate
    • Short Courses
    • Online Courses
    • Masters/Postgraduate
    • PhD
    • Postdoctoral
    • Study Abroad
      • Study in Africa
      • Study in Asia
      • Study in Australia
      • Study in Europe
      • Study in USA
  • Competitions
    • Awards
  • Grants
  • Fellowships
  • Jobs
    • Internships
    • Volunteering
  • Blog
    • OD Specials
      • OD Live Series
      • Young Person of the Month
      • Mentorship
        • OD Mentors
    • Success Stories
    • How-To
    • General Tips
  • ODIC 2023
    • ODIC 2023 Application
    • ODIC Judges
    • ODIC 2023 Winners
    • ODIC 2022 Winners
    • ODIC 2021 Winners
    • ODIC 2019 Winners
    • ODIC 2018 Winners
    • ODIC 2017 Winners
    • ODIC 2016 Winners
  • Search
    • Asia
    • Africa
    • Australia and Oceania
    • America
    • Europe
Facebook X (Twitter) Instagram
Wednesday, June 4
  • About Us
    • Partners
  • Submit Opportunity
  • Deadlines
  • Nominate #YPOM
  • Promote
  • Privacy Policy
  • Disclaimer
  • Contact
Facebook X (Twitter) LinkedIn Instagram Telegram
Opportunity Desk
  • Home
  • Conferences
    • Training
  • Scholarships
    • Undergraduate
    • Short Courses
    • Online Courses
    • Masters/Postgraduate
    • PhD
    • Postdoctoral
    • Study Abroad
      • Study in Africa
      • Study in Asia
      • Study in Australia
      • Study in Europe
      • Study in USA
  • Competitions
    • Awards
  • Grants
  • Fellowships
  • Jobs
    • Internships
    • Volunteering
  • Blog
    • OD Specials
      • OD Live Series
      • Young Person of the Month
      • Mentorship
        • OD Mentors
    • Success Stories
    • How-To
    • General Tips
  • ODIC 2023
    • ODIC 2023 Application
    • ODIC Judges
    • ODIC 2023 Winners
    • ODIC 2022 Winners
    • ODIC 2021 Winners
    • ODIC 2019 Winners
    • ODIC 2018 Winners
    • ODIC 2017 Winners
    • ODIC 2016 Winners
  • Search
    • Asia
    • Africa
    • Australia and Oceania
    • America
    • Europe
Opportunity Desk
Home»Our Blog»Financial Planning Certificate – What You Need to Know

Financial Planning Certificate – What You Need to Know

Opportunity DeskOctober 20, 20203 Mins Read
Facebook Twitter WhatsApp Pinterest LinkedIn Tumblr Email Telegram
men with pen

Many people will face financial problems at some point in their life. However, seeking professional advice could help them to tackle debt and reach their financial goals.

If you are good with numbers and know how to overcome various financial challenges, you could make a great financial planner. If this career sounds ideal for your needs, here’s everything you need to know about a financial planning certificate.

What Do Certified Financial Planners Do?

A certified financial planner is highly trained to help people to organize their finances, and they can provide advice regarding taxes, insurance, estate planning, investments, and more. Therefore, you will need to work with people to help them gain control of their finances and reach their long-term goals. For example, you will provide a roadmap on how they can improve their financial security as they grow older.

How Do I Obtain a Financial Planning Certificate?

While a budding financial planner in the UK was once required to obtain a financial planning certificate, this was replaced in 2005 by the Chartered Insurance Institute (CII). Instead, you must earn a level 4 qualification in financial advice, which must be recognized by the Financial Conduct Authority (FCA), such as a Chartered Insurance Institute Diploma in Regulated Financial Planning. Plus, you must possess a current RDR compliant qualification to qualify as a financial planner.

What Degree Background Will I Need?

Financial planners often possess various undergraduate degrees, such as:

  • Finance
  • Accounting
  • Economics
  • Mathematics.

However, you shouldn’t overlook the profession if you have one of the following degrees:

  • Business
  • Law
  • Estate planning
  • Risk management
  • Taxation
  • Investment
  • Insurance

Some universities also offer financial planning degrees, but this isn’t a common option across the UK.

What Experience Do I Need?

It is important to read a CFP training guide to ensure you secure the appropriate qualifications and work experience. For instance, you will need at least one year of supervised FPSB-approved work experience or three years unsupervised. Find out more about the work experience requirements and training cost options by reading this informative CFP training guide.

What Skills Will I Need?

Most financial planners often have exceptional interpersonal and communication skills, as they will need to build a rapport with a client and articulate their financial needs and obstacles. Plus, they must possess exceptional mathematical and organizational skills.

Who Will Employ Financial Planners?

It is common for financial planners to work in small to medium-sized companies. You also could secure employment in a bank, but you must only recommend their financial products and not those available across the market. Alternatively, you could become a self-employed financial planner and find your own clients. It is typical for financial planners to work between 35-40 hours per week, and you should avoid becoming a workaholic to ensure you don’t lose all passion and motivation for the job.

If you have a flair for numbers and want to improve people’s everyday lives, a financial planner career could be an ideal path for you.

For more articles, visit OD Blog.

Share. Facebook Twitter WhatsApp LinkedIn Email Pinterest Telegram
Previous ArticleApply to Speak at the Youth STEM Summit 2020
Next Article 4 Essential Tips for College Students to Stay Organized
Avatar photo
Opportunity Desk
  • Website

Opportunity Desk is the one stop place for all global opportunities. Connect with us on Facebook, Twitter and Instagram - @opportunitydesk

Related Posts

Do This If You Want to Find Your Purpose

June 2, 2025

36 Scholarships and Opportunities for Professionals Across Various Sectors Closing in June – June 1, 2025

June 2, 2025

Using Mass Mentoring Software to Scale MOOC Programming

June 2, 2025




OD YPOM – Gift Kisakye

Gift Kisakye From Uganda is OD Young Person of the month – May 2025. Read more.




Latest Posts
  • Niger Delta Digital Summit Startup Seed Funding 2025 (₦1,800,000 in seed funding)
  • Startup Abuja Innovation Challenge/Hackathon 2025 (₦100 million worth of prizes)
  • Africa Deep Tech Challenge 2025 ($20,000 in prizes)
  • Amnesty International Canada Media Awards 2025
  • Turing Internship Network – Spring 2025 (Paid)
  • Techstars Economic Mobility Accelerator 2025
  • Norwegian Refugee Council (NRC) 2025 Innovation Call for Green Business SMEs in Borno State
  • Urban Studies Foundation International Fellowships 2025
Follow on Twitter
Tweets by @OpportunityDesk
Follow Us on Social Media

facebook   Instagram   LinkedIn   Twitter   YouTube

Receive Opportunity Alerts!

Join over 100,000 email subscribers to receive weekly summary of opportunities. Sign up here.

Opportunity Desk Email Alerts!

Join over 100,000 email subscribers to receive weekly summary of opportunities. Sign up here.

Copyright © Opportunity Desk
  • About Us
    • Partners
  • Submit Opportunity
  • Deadlines
  • Nominate #YPOM
  • Promote
  • Privacy Policy
  • Disclaimer
  • Contact

Type above and press Enter to search. Press Esc to cancel.

Ad Blocker Enabled!
Ad Blocker Enabled!
Our website is made possible by displaying online advertisements to our visitors. Please support us by disabling your Ad Blocker.