A Certified Financial Planner Professional
The financial services industry is a highly competitive sector and the best way for you to stand strong amidst the tight competition is earning added credentials and certifications. One of which is the Certified Financial Planner Certification.
The Certified Financial Planner is a designation awarded to those financial planners or other professionals who were able to successfully passed CFP Exam and complete all the requirements set by the CFP Board of Standards, Inc. This is a well known post graduate certification earned by those individuals who want to strengthen their financial planning career, take their career further, broaden their knowledge, refine their skills, apply for a different job or a higher position, get a better salary compensation and most of all keep up with the standards of the financial services industry.
Owning the CFP certification is the best thing that you can do in order for you to be set apart from other financial planners. Anyone can be a financial planner but not everyone is certified.
In earning the CFP Certification it is important that you complete all the requirements given by the CFP Boards. By doing this is the only way that you will qualify on taking the CFP Certification Exam.
You have to earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited institution. Aside from that you also have to complete the CFP course program that will require you to take special course topics that are vital in financial services. These special course topics are very helpful in order for you to pass the CFP Certification Exam because the exam is basically talks about all aspect of financial services. Here the following special course subjects:
- Fundamentals in Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Estate Planning
- Employee Benefits Planning
- Retirement Planning
- Case Study in Financial Planning
Aside from that you must also have a three years full time working experience as a financial planner, assistant financial planner or any career related in financial services industry. Once you were able to complete both the educational qualifications and working experience you must then submit to a full background check and lastly adhere to the Code of Ethics set by the CFP Board. As soon as all the requirements are completed you can now apply and take the certification exams.
The CFP certification will imply to your potential clients and employers that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in the financial services industry. If you are aiming for a stronger and more solid financial planning career then getting certified is the best way for you to achieve that. In this way you will surely become one of the most marketable and in demand financial planning professionals.
Know how can becoming a Certified Financial Planner strengthen your financial planning career. Find out more about the Certified Financial Planner by visiting and learn more about the CFP requirements that you have to comply with.
The Certified Financial Planner is a designation awarded to those financial planners or other professionals who were able to successfully passed CFP Exam and complete all the requirements set by the CFP Board of Standards, Inc. This is a well known post graduate certification earned by those individuals who want to strengthen their financial planning career, take their career further, broaden their knowledge, refine their skills, apply for a different job or a higher position, get a better salary compensation and most of all keep up with the standards of the financial services industry.
Owning the CFP certification is the best thing that you can do in order for you to be set apart from other financial planners. Anyone can be a financial planner but not everyone is certified.
In earning the CFP Certification it is important that you complete all the requirements given by the CFP Boards. By doing this is the only way that you will qualify on taking the CFP Certification Exam.
You have to earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited institution. Aside from that you also have to complete the CFP course program that will require you to take special course topics that are vital in financial services. These special course topics are very helpful in order for you to pass the CFP Certification Exam because the exam is basically talks about all aspect of financial services. Here the following special course subjects:
- Fundamentals in Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Estate Planning
- Employee Benefits Planning
- Retirement Planning
- Case Study in Financial Planning
Aside from that you must also have a three years full time working experience as a financial planner, assistant financial planner or any career related in financial services industry. Once you were able to complete both the educational qualifications and working experience you must then submit to a full background check and lastly adhere to the Code of Ethics set by the CFP Board. As soon as all the requirements are completed you can now apply and take the certification exams.
The CFP certification will imply to your potential clients and employers that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in the financial services industry. If you are aiming for a stronger and more solid financial planning career then getting certified is the best way for you to achieve that. In this way you will surely become one of the most marketable and in demand financial planning professionals.
Know how can becoming a Certified Financial Planner strengthen your financial planning career. Find out more about the Certified Financial Planner by visiting and learn more about the CFP requirements that you have to comply with.
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