As a professional financial planner, you will: 

  1. Listen closely to your clients, help them identify their aspirations and goals 
  2. Work with them to develop a financial plan that addresses and reflects their whole lives and circumstances 
  3. Partner with your clients to implement the plan and continue to evolve the plan to fit your clients’ changing circumstances 

Financial Planners provide professional advice in the following key areas: 

Financial Management – helping clients manage how much they earn and how much they spend or borrow.  

Insurance and Risk Management – helping clients plan for the unexpected, such as death, health issues, property damage and other risks.  

Investment Planning – working with clients to determine how much of their savings should be invested, and in what kinds of investment types and products.  

Retirement Planning – partnering with clients to map out their retirement and build a plan to make it a reality.  

Tax Planning – helping clients implement strategies for managing and even reducing the tax they pay now and in the future.  

Estate Planning – supporting clients as they consider how much they'll leave behind and for whom.  


A path to financial stability 

QAFP® Professionals and CFP® Professionals enjoy impressive earning power, paving the way for a financially secure future. 

Annual Income for CFP Professionals* 


 

 

 

Annual Income for QAFP Professionals* 

*Based on self-reported data for January 1 – December 31, 2023.

 

 

 

Places to grow your career 

Professional financial planners can choose from a variety of work environments, from retail banking to wealth management and beyond. Here are the top employers in the field. 

 

Wonder what a day in the life of a professional financial planner looks like?

There are many types of opportunities in professional financial planning, which is why no two careers look exactly alike. Learn more about what working in the profession is really like from these planners.

 

A day in the life