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Financial planning is a process by which you estimate future costs and income and create a plan to either improve your projected financial position or to meet specific financial goals. Financial planning is an important part of planning for retirement, paying for your children's college educations and for growing your company.
However, not every financial planner is capable of handling every financial planning situation. To provide the best service possible, most financial planners specialize in a single area, such as corporate financial planning or retirement financial planning.
Certified Financial Planners
One of the most respected types of financial planners is a Certified Financial Planner. This financial planner has completed the four 'Es' of financial planning training according to the Certified Financial Planner Board of Standards, Inc., which are education, examinations, ethics and experience. If you have completed your CFP certification process then you will want to promote your accomplishments on your business card. Print this information next to your name. For example, Todd Genson, MBA, CFP.
Private Financial Planner
Private financial planners tend to work with individuals to help them plan for their retirement or to grow their wealth. In order to be successful in this profession you need a sizable clientele to keep commissions and fees pouring into your practice. One important element that you will need to market your business is a professional looking business card. Your card will need to include you name, the name of your company, your contact information, your hours of operation and a short list of your top financial planning services.
Corporate Financial Planner
Financial planners are important to companies as well as individuals. Companies need financial planners to help them manage their debts and assets, as well as help them make wise investments. Corporate financial planners can also help companies to develop lucrative pension plans and profit share programs. If you are a corporate financial planner then you will want to create a business card that highlights your professional attributes like certifications, degrees and years of experience.
Government Financial Planner
While most people associate financial planners with private individuals and companies, they also work with government agencies. Government financial planners will tend to have experience with budgeting, investments, fund accounting and public policy. If you are a government financial planner then your business card will need to reflect the government agency that you work for, your education and qualifications for the job, your department and your contact information.
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Ordering a Financial Planner Business Card
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