QUESTION 11 OF 35

If you have earned it already, are you interested in pursuing a Certified Financial Planner (CFP) designation?

Being a Certified Financial Planner (this may be called something else in your region) is a prestigious designation that exhibits to your clients you're fully equipped to meet their needs. Discuss what you learned, emphasizing the importance and value which you place on continued education. If you already possess industry certification(s) that is great! If you are not yet certified, assure them pursuing further industry designations is in your short-term career goals.

"I believe it's imperative to be part of a national or federal body that educates and designated professionals in the wealth management industry. I am a certified financial planner and do enjoy the benefits of having the CFP letters behind my name. They signify trust and knowledge, which are two things for which an investor should always look. I will continue to educate myself, past the CFP designation as my career goes on."

"I have registered for my first information session and plan to earn my CFP designation in the next 2.5 years; once my application is approved by the board. I look forward to offering additional knowledge to my clients, and this designation is an important first step."

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UBS Wealth Management Mock Interview

If you have earned it already, are you interested in pursuing a Certified Financial Planner (CFP) designation?

Unlock all 35 UBS Wealth Management questions

35 UBS Wealth Management Interview Questions & Answers