CFP professionals can work in various settings and roles, such as:
• CFP’s as Independent financial planners who own their own practice or work as part of a firm.
• CFP’s as Employees of financial institutions, such as banks, insurance companies, or brokerage
firms.
• CFP’s as educators or researchers in financial planning or related fields.
• CFP’s as Consultants or advisors for corporations, non-profit organizations, or government
agencies.
• CFP professionals can also specialize in different areas of financial planning, such as
retirement, estate, tax, investment, or risk management.