What is Financial Planning? How earning a Certificate will Benefit you and your Clients

What is financial planning?

We always hear about the stock market. The current market value is displayed during newscasts and mentioned throughout the day. Of course what we really want to know is the state of our financial situation and the stock market is just one visible, accessible proxy for that. But the stock market is not the only vehicle for investment and only one component of the economy.  The vast expanse of investment strategies, opportunities, and risk management as well as how to combine these components to plan for life events is not as simple as stock market reporting may make it seem. Still, we all must make complex financial decisions throughout our lives and want to make the best decisions possible. Financial planners fill that important gap.

The benefits of financial planning

To fill this role, a financial planner is more than an investor. A financial planner can work with clients to assist with budgeting, saving for education as well as estate, insurance, retirement, and tax planning.

Working in financial planning can be a rewarding experience.  If you are already working in the financial sector or investing, financial planning can provide you an opportunity to provide broader advice to your clients. Instead of focusing on one aspect of your client’s finances, as is the case with many financial positions, you’ll be able to provide guidance on how to prepare clients and their families for life events and to reach their long-term financial goals.

ENMU’s Personal Financial Planning Certificate Program

For individuals who have already completed a bachelor's degree from an accredited higher education institution and are seeking to pursue a career in financial planning, ENMU developed the Personal Financial Planning Post-Baccalaureate Certificate. Completing this program and earning your Certified Financial Planner (CFP) certificate will provide you with the broad skill set and credentials needed to start your financial planning career and provide your clients the broad financial advice they’re looking for.

Learn more and start your career in financial planning by applying today!

Eastern New Mexico University offers dedicated faculty who are committed to academic excellence and emphasize liberal learning, freedom of inquiry and cultural diversity. With affordable tuition and flexible course schedules, ENMU offers an education that fits your lifestyle and puts your career goals within reach. Visit the ENMU website to learn more about how Eastern New Mexico University can help you be successful.