A Credential Such As A Certification Financial Planner?

Posted by Maria VWills
1
Nov 17, 2015
146 Views
If you are aiming to be a successful financial planner then it is a must that you earn additional credentials that can make a huge impact to your financial planning career. In this kind of profession it is a must that you are also a competitive professional in order for you to stand strong. The financial services industry is a highly competitive sector and the best way for you to become competitive enough is through becoming a Certified Financial Planner (CFP).
A Certified Financial Planner Certification is a designation awarded to those financial planners and other professionals who were able to complete the formal CFP course curriculum and successfully pass the Certified Financial Planner Certification Examination. This is a post graduate certification earned by those individuals who want to further their career, strengthen their career, apply for a higher or different job position, broaden their knowledge, refine their skills, get a better salary compensation and most of all keep up with the standards of the financial services industry.

Earning a Certification Financial Planner can definitely help you establish a stronger financial planning career. As what they always anyone can be a financial planner but not everyone is a Certified Financial Planner. The financial services industry is a highly regulated sector and with that means all financial professionals must remain and continue to be suitable to the positions they hold in the industry. This 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. Becoming a Certified Financial Planner is the best thing that you can do in order to help further and strengthen your career in the financial planning sector. The CFP designation will definitely set you apart from other financial planners.

To earn a Certification Financial Planner you have to complete the requirements that is set by the Certified Financial Planner Board of Standards, Inc. You have to meet the educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. Aside from that you must also complete the CFP course program wherein you are required to take special courses that will give full focus on the following course topics: Fundamentals in Financial Planning, Investment Planning, Insurance Planning, Income Tax Planning, Estate Planning, Retirement Planning, Employee Benefits Planning, and Case Study Presentation in Financial Planning and Capstone Course in Financial Planning. You must also complete the three years full time working experience as a financial planner or any career related in the financial services industry. After completing both the educational and working requirements you must then submit to a full background check and lastly, you have to adhere closely to the Code of Ethics set by the CFP Board.

Know about the certification financial planner and how it can help your career. To understand more about the certification financial planner you can go to and learn more about the CFP Certificate.


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