Become a financial planner. Manage your clients’ finances – income, assets, and tax management. Forge detailed plans to outline how your clients can best achieve their financial goals. Work independently as a consultant or with banks, brokerage firms, insurance companies, accounting firms, and more. The following financial services professions are ideally suited to the field of financial planning: Insurance, Financial Advising, Accounting and Bookkeeping, Banking, and Securities and Investments. Career changers and other interested individuals are also encouraged to apply. *Please note this certificate is not eligible for Title IV Federal Financial Aid.