What is financial planning and what is the financial planning process?
Why is financial planning important?
What do financial planners do?
What are the future career opportunities in financial planning?
What types of employers are there for financial planners?
What are the characteristics of successful financial planners?
What is the CFP designation and how do you earn it?
What is the role of education in preparing for a career in financial planning?
CFP® Certificant, CLU®, ChFC, President CFM
President of Carter Financial Management, Bill Carter is dedicated to serving the financial needs of families, individuals and business owners through coordinated use of tax, investment and estate planning tools and techniques. Carter began his financial planning career in 1973, opening his own firm, CFM, three years later. In 1980, he formed Carter Advisory Services, Inc., a registered investment advisory company.
Known for his expertise in the financial profession, he has served on the Oakland University Advisory Council for Personal Financial Planning, the Tax Management Financial Planning Advisory Board, the Graduate School of Management Financial Services Advisory Committee at the University of Dallas, and the CLU-ChFC Visiting Committee of the American College. In recognition of his interest and support of the Financial Planning Department of Baylor University’s College of Business, the faculty of the Hankamer School of Business has named Carter an honorary professor. Currently, he serves on the editorial review board for the Asia Financial Planning Journal.
Carter’s professional involvement includes terms as chairman of the board and president of the International Association of Financial Planning (IAFP). He is past president and past chairman of the Board of Governors of The Certified Financial Planner Board of Standards, past chairman of the CFP International Council and past chairman of the Foundation for Financial Planning. Other accomplishments include serving on the Board of Directors of the Institute of Certified Financial Planners.
For more information, visit http://cascfm.com/our-team/bill-carter/.
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