David G. Strege, CFP®, CFA

Financial

Planning

as a

Career

The US Bureau of Labor Statistics consistently ranks . . .

. . . in the top 10 fastest growing professions

“PersonalFinancialAdvisory”

Financial Planneras

Coach and CounselorHelp clients with unique and often challenging situations discover and solve financial problems and achieve life goals

As an experienced professional, you can mentor others entering the profession

Differentiation

CERTIFIED FINANCIAL PLANNER™ Certification is considered the gold standard in financial planning designations, according to a recent Wall Street Journal article.

Differentiation

Set yourself apart and gain instant credibility for your practice and expertise.

It is estimated that the earnings of a financial planner who is certified exceed those of a financial planner who is not by almost 33 percent.

CFP® Certification Process

Initial Certification - must meet the following four

initial certification requirements

(known as the four "Es"):

Education Examination

ExperienceEthics

You need to be knowledgeable in all areas covered by the financial planning topic list

3 ways to complete the educational requirement:

–CFP Board-Registered Programs–Challenge Status–Transcript Review

Education

The CFP® Certification Examination assesses your ability to apply your financial planning knowledge to financial planning situations.

Combined with the education and experience requirements, it assures the public that you have met a level of competency appropriate for professional practice.

Examination

Experience

3 years full-time

relevant personal

financial planning

experience

Ethics

- describes the minimum standards of acceptable professional conduct for individuals authorized to use CFP Board's CFP® certification marks

Code of Ethics and Professional Responsibility

(Code of Ethics)

CERTIFIED FINANCIAL PLANNERBOARD OF STANDARDS, INC.

1670 Broadway, Ste. 600, Denver, Colorado 80202-4809

P: 800-487-1497F: 303-860-7388E: mail@CFP-Board.orgW: www.CFP.net

Increasingly large financial services firms make CFP® certification part of their hiring requirements

Many firms reward attainment and retention of the certification with career and salary enhancements

CFP® certification provides the advantage of easily communicating expertise to clients and supervisors and opening career opportunities

CFP® certification has international appeal

Enhanced Career and Professional Development Opportunities

Job Opportunities

FinderGrinder

MinderBusiness Owner

Compensation

Total Compensation – Median Salary

Job Title Certificate Holder

Non Certificate Holder

Financial Planner $75,000 $55,000

Investment Advisor $93,057 $92,500

Rainmaker $120,000 $50,000

Paraplanner $42,000 $37,300

Compensation

Total Compensation – Median SalaryJob Title All Participants Elite Ensembles

Financial Planner $68,250 $78,000

Investment Advisor $93,057 $140,000

Rainmaker $60,000 $70,000

Paraplanner $38,000 $40,039

Research Analyst $45,000 $61,591

Client Service $36,000 $42,000

Customer Support $32,000 $36,516

Benefits of the Profession• Personal Satisfaction in helping others with complex financial issues• Entrée into a growing profession• Impact Society in a beneficial way

The Good Life by Reverend Peter Gomes • We are custodians of values in our society that is in desperate need

of values.• Why do we care how we manage our wealth, because that is where

our values are and get exhibited. So our profession can be very good or very bad for our culture.

• We can influence people for good or for ill. Do the best we can with what we have. Everyday we can turn some bad into good. We can make the difference in a good way which is a very good thing.

• The result will be the pleasure known as contentment.

David G. Strege, CFP®, CFASyverson Strege & Company

4400 Westown Parkway, Ste. 405

West Des Moines, IA 50266

P: 515-225-6000

F: 515-225-6888

E: dstrege@sss-co.com

W: www.sss-co.com