CFP BOARD NEWSLETTER

Looking for Good Work-Life Balance? CFP® Certification Can Help

Financial Planning Provides Tremendous Flexibility To Shape Your Own Career Path.

As a CFP® professional, you could choose to work for a large firm or a small firm. You might work for a bank or a broker-dealer. Or you might decide to strike out on your own. In fact, roughly one in five personal financial planners were self-employed in 2019, according to the Bureau of Labor Statistics.

The variety of financial planning career paths also provides more options for building the work-life balance you want, whether you are making time for family or other activities that are important to you.

Recent research reports that CFP® professionals have significantly higher levels of satisfaction with their work-life balance than other financial planners. In addition to giving you the confidence and credibility to serve your clients well, CFP® certification and financial planning provide tremendous flexibility to shape your career path.

For Rianka Dorsainvil, CFP® the value of certification is clear. “I love being a CFP® professional because I am making a tangible impact for individuals and families every single day,” Rianka says. “I love being able to help my clients achieve their goals. Plus, being a financial planner allows you to build the work-life balance you want.” CFP® certification allows Rianka to provide excellent financial planning services and education to clients while she builds her career – and it can make a difference for you, too!

Being a financial planner allows you to build the work-life balance you want. - Rianka Dorsainvil, CFP
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