Certified Financial Planner resignation letter


So you have decided to quit your current Certified Financial Planner job and are going to take a next step in your career. Just make sure you end things with your current company in good note. One of the most important part of quitting is to write a good resignation letter as Certified Financial Planner.

Here are 3 examples that you can use for resignation letter as Certified Financial Planner

Template 1

[Your Name] [Address] [City, State ZIP Code] [Email Address] [Today’s Date] [Employer’s Name] [Company Name] [Address] [City, State ZIP Code] Dear [Employer’s Name], I am writing this letter to inform you of my resignation from my position as a Certified Financial Planner at [Company Name]. After much consideration and contemplation, I have decided to pursue other opportunities that align with my personal and professional goals. I would like to take this opportunity to express my sincere gratitude for the support, guidance, and opportunities that I have received during my time at [Company Name]. I have truly enjoyed my time here and have learned a great deal from my colleagues and superiors. I am grateful for the trust and belief you have placed in me, which has allowed me to grow both personally and professionally. During my tenure at [Company Name], I have had the privilege to work with a team of dedicated professionals and have been a part of several successful projects. I am proud of the contributions I have made as a Certified Financial Planner and have enjoyed utilizing my skills and knowledge to assist our clients in achieving their financial goals. I am confident that the team will continue to excel in providing exceptional financial planning services to our clients. Please be assured that I will do my best to ensure a smooth transition during my remaining time at the company. I am more than willing to assist in finding and training my replacement, as well as completing any pending tasks. I want to thank you once again for the opportunities and experiences I have gained during my time at [Company Name]. I will cherish the memories and friendships I have made here. Wishing the company and my colleagues all the success in the future. Sincerely, [Your Name]

Template 2

[Your Name] [Address] [City, State ZIP Code] [Email Address] [Today’s Date] [Employer's Name] [Company Name] [Address] [City, State ZIP Code] Dear [Employer’s Name], I am writing to inform you that I am resigning from my position as Certified Financial Planner at [Company Name]. After careful consideration, I have come to the realization that I need to pursue my passion for stand-up comedy. Before I continue with my resignation, I want to express my gratitude for the opportunity to work as a Certified Financial Planner at [Company Name]. I have learned a lot during my time here and have grown both professionally and personally. I still remember the day I joined [Company Name] as a wide-eyed, fresh-faced Certified Financial Planner. I was determined to help people achieve their financial goals and make a positive impact on their lives. Little did I know that I would also make a positive impact on my own life by discovering my talent for making people laugh. In my time here, I have helped countless clients achieve financial stability and make wise investments. I have also mastered the art of making spreadsheets and graphs exciting (well, as exciting as they can be). I have enjoyed every moment of my time here and will cherish the memories forever. However, as much as I love being a Certified Financial Planner, my dream of becoming a stand-up comedian has been calling out to me for a while now. I have finally decided to take the leap and pursue my true passion. I am sure you can understand the allure of making people laugh and spreading joy in these challenging times. Please know that I will do everything in my power to ensure a smooth transition during my remaining time at [Company Name]. I will work closely with my colleagues to ensure that all my tasks are completed and my clients are taken care of. Thank you again for the support, guidance, and opportunities you have provided me during my time at [Company Name]. I will miss working with such a fantastic team, but I am excited about the new chapter in my life. Sincerely, [Your Name] Certified Financial Planner & Comedian-in-the-making

Template 3

[Your Name] [Address] [City, State ZIP Code] [Email Address] [Today’s Date] [Employer’s Name] [Company Name] [Address] [City, State ZIP Code] Dear [Employer’s Name], I am writing to inform you of my resignation from my position as a Certified Financial Planner at [Company Name]. Please consider this letter as my official two-week notice, with my last day of work being [Date]. It has been an absolute pleasure working at [Company Name] for the past [duration of your employment]. I am grateful for the opportunities and experiences that this company has provided me with. However, after much consideration, I have decided to pursue other career opportunities. I would like to take this opportunity to express my sincere gratitude for the support and guidance that I have received from you and the entire team at [Company Name]. I am truly grateful for the valuable lessons and skills that I have acquired during my time here. As a Certified Financial Planner, I have had the privilege of helping our clients achieve their financial goals and providing them with sound financial advice. I am proud of the contributions I have made to the company, including successfully managing [specific projects or achievements]. I am confident that the team will continue to excel in providing top-notch financial planning services to our clients. I am committed to ensuring a smooth transition during my remaining time at the company. I am willing to assist in finding and training my replacement and completing any pending projects. Please let me know how I can be of assistance during this transition period. I would like to extend my best wishes to the company and my colleagues. I will miss working with such a dedicated and talented team, but I am excited for the new opportunities that await me. Thank you again for the support and understanding you have shown me during my time at [Company Name]. I wish the company continued success in the future. Sincerely, [Your Name]

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