1030001 - Financial Planning Analyst

Course Description

Financial planning is a growth industry as more consumers become concerned with retirement income planning and other financial goals. There are new positions opening and there are many retiring planners, which create hiring opportunities. A Financial Planning Analyst works side-by-side with experienced planning professionals creating financial plans. You will help gather and organize the data for the plan. You then will use specialized planning software to model scenarios to test the limits of the financial plan. Your importance to the planning firm is creating planning reports that the professional uses to coach clients in their finances. Jobs exist in two-person offices up to mega-firms such as Merrill Lynch and UBS. This entry-level position is foundational to a career path leading to Certified Financial Planner® status. This is a 58-hour livestream instruction course and will require at least 50% more of self-study and computer practice.