Why become an F.Pl.?
Are you a good listener and interested in finance? Whether you’re changing careers or looking to enhance your skill set to better serve your clients, becoming a financial planner (F.Pl.) is sure to meet your needs and aspirations.
1 Based on a survey of financial planners conducted by the Institute in March 2023.
2 Based on a survey conducted by the Institute during Financial Planning Week in 2021.