Designs trusts, wills, and gifting strategies for tax-efficient wealth transfer. There is no single required credential; some practitioners are attorneys and others hold the CFP, which takes a bachelor's degree, CFP Board-registered coursework, an exam, and either 6,000 hours of professional experience or 4,000 hours of apprenticeship experience.
Pay
$49,990
Lower reported wage
$102,140
Median
$239,200+
Upper reported wage
Annual U.S. salaries. Actual pay varies by location, employer, and experience. The lower and upper figures do not represent starting and senior salaries.
The + marks a legacy BLS reporting threshold: the upper wage is at least $239,200, not an exact maximum.
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