A Financial Planner Certification
By becoming a Certified Financial Planner you will be able to set forth a strong and solid career in the financial services industry. Owning the financial planner 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 all important in the financial services industry.
What is this financial planner certification? A Certified Financial Planner (CFP) Certification is a designation given to those financial planners or other professionals who were able to pass the Certified Financial Planner Certification Examination and complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). This is a post graduate certification that is earned by those individuals who want to further their career, broaden their knowledge, refine their skills, apply for a higher or different job position, get a better salary compensation and most of all keep up with the standards of the financial services industry.
To earn a CFP Certification and become a Certified Financial Planner it is important that you complete all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). You must meet their educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline as long as you have earned it from an accredited college or university. It may not matter what major you had but it would be better if you have a strong educational background in the fields of finance, management, accountancy and economics.
Aside from that you must also complete the formal CFP course curriculum wherein you are required to take special course subjects that are vital in the field of financial services.
Here are the special course subjects that you have to take:
- Fundamentals in Financial Planning
- Estate Planning
- Employee Benefits Planning
- Insurance Planning
- Income Tax Planning
- Investment Planning
- Retirement Planning
- Case Study in Financial Planning
You also have to complete is the three years work experience as financial planner, assistant financial planner or any career related in the financial services industry. After completing the said requirements you must then submit to a full background check for the industry to see if you have any legal issues. And lastly, you must adhere to the Code of Ethics set by the CFP Board.
The financial services industry is a highly competitive sector and if you want to stand strong in this sector you have to strive hard and achieve excellence. This is achievable by earning certifications that can help boost up your career. As we know anyone can be a financial planner but not everyone is a Certified Financial Planner. There is a big difference with that! That is why getting certified is indeed your key in building a stronger and more solid financial planning career.
Know how can a financial planner certification strengthen your financial planning career. Find out more about the financial planner certification by visiting and learn more about financial planner career.
What is this financial planner certification? A Certified Financial Planner (CFP) Certification is a designation given to those financial planners or other professionals who were able to pass the Certified Financial Planner Certification Examination and complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). This is a post graduate certification that is earned by those individuals who want to further their career, broaden their knowledge, refine their skills, apply for a higher or different job position, get a better salary compensation and most of all keep up with the standards of the financial services industry.
To earn a CFP Certification and become a Certified Financial Planner it is important that you complete all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). You must meet their educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline as long as you have earned it from an accredited college or university. It may not matter what major you had but it would be better if you have a strong educational background in the fields of finance, management, accountancy and economics.
Aside from that you must also complete the formal CFP course curriculum wherein you are required to take special course subjects that are vital in the field of financial services.
Here are the special course subjects that you have to take:
- Fundamentals in Financial Planning
- Estate Planning
- Employee Benefits Planning
- Insurance Planning
- Income Tax Planning
- Investment Planning
- Retirement Planning
- Case Study in Financial Planning
You also have to complete is the three years work experience as financial planner, assistant financial planner or any career related in the financial services industry. After completing the said requirements you must then submit to a full background check for the industry to see if you have any legal issues. And lastly, you must adhere to the Code of Ethics set by the CFP Board.
The financial services industry is a highly competitive sector and if you want to stand strong in this sector you have to strive hard and achieve excellence. This is achievable by earning certifications that can help boost up your career. As we know anyone can be a financial planner but not everyone is a Certified Financial Planner. There is a big difference with that! That is why getting certified is indeed your key in building a stronger and more solid financial planning career.
Know how can a financial planner certification strengthen your financial planning career. Find out more about the financial planner certification by visiting and learn more about financial planner career.
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