What I Want to Be When I Grow Up

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What I Want to Be When I Grow Up

• Is the Wall Street Journal Here Yet???

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• And the best job in the country is..

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What I Want to Be When I Grow Up

• Is the Wall Street Journal Here Yet???

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My Journey
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Financial Planner
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What Does A Financial Planner Do?
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Planning Areas

• Cash Debt Management

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Planning Areas

• Cash Debt Management
• Tax Planning

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Planning Areas

• Cash Debt Management
• Tax Planning
• Life Goals

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Planning Areas

• Cash Debt Management
• Tax Planning
• Life Goals
• Investments

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Planning Areas

• Cash Debt Management
• Tax Planning
• Life Goals
• Investments
• Risk Management

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Planning Areas

• Cash Debt Management
• Tax Planning
• Life Goals
• Investments
• Risk Management
• Asset Protection

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Planning Areas

• Cash Debt Management
• Tax Planning
• Life Goals
• Investments
• Risk Management
• Asset Protection
• Estate Planning

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Monitoring
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It Helps to Be.

• Smart
• Analytical
• Technology Skilled
• Communication Skilled
• Curious
• Flexible

• Creative
• Committed to Lifelong Learning
• Responsible
• Ethical
• Caring

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How Do I Get Into Financial Planning?

• FP Undergraduate Degree Programs
• Related Degree programs
• Employer Training
• CFP Board-Registered Program

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CFP certification

• The Four Es
• Education
• Examination
• Experience
• Ethics

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Financial Planning Process

• Establish and Define the Client-Planner
  Relationship
• Gather Data including Goals
• Analyze and Evaluate Clients Current Financial
  Status
• Develop and Present Recommendations and/or
  Alternatives
• Implement Recommendations
• Monitor Status

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What Kind of Work Do I Pursue?

• Related Fields
• Brokerage Firms
• Insurance Firms
• Accounting Firms
• Banking/Trust
• Law Firms
• Education
• Investment Firms
• Planning Firms
• Other

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How Much Money Will I Make?

• Not enough to pay back my student loans
• Enough to be comfortable
• A gazillion dollars
• It depends

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How Much Money Will I Make?

• Not enough to pay back my student loans
• Enough to be comfortable
• A gazillion dollars
• It depends

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Factors That Favor Financial Planning as a Career

• Demographics
• NeedDemand
• Personal Nature
• Complexity
• High Level of Required Expertise
• Increasing Awareness
• Technology

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What I Love about the Work

• Never Boring
• Challenging
• Gender Neutral
• 1-1, Groups, Web
• Open to Creativity
• Satisfying
• Full of Great People
• Comfort

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Conclusion