Job Outlook
Bright: New job opportunities are very likely in the future.
Job Types
- Certified Financial Planner (CFP)
- Financial Advisor
- Financial Consultant
- Financial Counselor
- Financial Life Planner
Education
Typical education is a Bachelor's degree.
Average Pay
$99,580/yr across the U.S.
-
Certificate in Core Concepts and Ethics for Fiduciary Advisors
This certificate program is designed to accelerate onboarding of professionals moving into fiduciary-based advisory roles.
-
Certificate in Fiduciary Risk and Compliance
Gain a full understanding of the regulatory basis and importance of fiduciary compliance, its elements, and how it affects your role as an advisor.
-
Certificate in Fiduciary Principles and Ethics
Learn the ethical standards applied to fiduciary professionals—integrity, the duty to avoid conflicts of interest, competency, fairness and professionalism, and the responsibility not to engage in unauthorized practices.
-
Reference Guides for Wealth Management & Trust - eBook
The four workbooks offer exceptional preparation for candidates planning to sit for the Certified Trust and Financial Advisor (CTFA) exam.
-
Reference Guides for Wealth Management & Trust - Printed
The four workbooks offer exceptional preparation for candidates planning to sit for the Certified Trust and Financial Advisor (CTFA) exam.
-
Certificate in Integrated Wealth Planning and Advice
Learn how personal finance, tax, insurance, retirement and estate planning work together to help clients define and achieve their objectives during and beyond their lifetime.
-
Certificate in Asset Management
Learn how a clients’ financial goals translate into their investment policy statements and inform investment decisions, what it means to be a prudent investor, and how financial and non-financial assets work together.
-
Certificate in Trust Administration
Explore the requirements to create a trust, common types of personal trusts, account acceptance and termination considerations, and factors to consider in making discretionary distributions.
-
Certificate in Fiduciary Relationship Management
Develop fiduciary skills that go beyond foundational technical knowledge to meet evolving client expectations and behaviors.
-
Certified Trust and Fiduciary Advisor
Differentiate yourself from the competition. The CTFA certification demonstrates your expertise in the trust and financial advisor field while recognizing the growing client relationship skills necessary to be a successful wealth manager.
Meet Some of Today's Bankers
Ashley Nagle Eknaian
Chief Digital Strategist and Head of Eastern Labs
Eastern Bank
Boston, MA
Ida Liu
Head of North America
Citi Private Bank
New York, NY
Tashawn Ward
Customer Solutions Associate II
Chelsea Groton Bank
Groton, CT
