Earning The Financial Planner Certification
To be able for you to be set apart from other financial professionals it is important that you earn additional credential that can strengthen your career. What I am talking about is that you have to get certified. As you can see anyone can be a financial planner but not everyone is a Certified Financial Planner (CFP).
The prestigious Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete the formal CFP course program and successfully passed the Certified Financial Planner Certification Exam. With this kind of financial planner certification you can definitely be able to set forth a strong and solid financial planning career.
The CFP Certification is a post graduate certification that is earned by those professionals who want to take their careers further, apply for a higher or different job position, get a better salary compensation, broaden their knowledge, refine their skills and most of all keep up with the standards of the financial services industry. Therefore, if you are aiming for a stronger career in the highly competitive world of financial services then earning a financial planner certification is the key to it.
So how can you become a Certified Financial Planner? To be a CFP professional you have to successfully pass the Certified Financial Planner Certification Examination. This is an assessment exam that will gauge your learning and skills in all aspects of financial services. But before you will be able to take that exam you must first complete all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). 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. There is no specific major required however it would be your advantage if you have a good educational background in the fields of finance, marketing, economics and accountancy. You also have to complete the formal Certified Financial Planner (CFP) course program that will require you to take special course subjects that are vital in financial services. These special course subjects are the major contents of the Certified Financial Planner Certification Exam. Taking these special courses can definitely help you gain the knowledge, understanding and learning that you need in order to pass the exam. These are the following special course subjects that you have to take:
- Fundamentals in Financial Planning Program
- Estate Planning Program
- Employee Benefits Planning Program
- Insurance Planning Program
- Income Tax Planning Program
- Investment Planning Program
- Retirement Planning Program
- Case Study in Financial Planning Program
You also need at least 3 years working experience as a financial planner or any career related in the financial services industry. After completing 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 the importance of earning a financial planner certification and how you can benefit from it. Find out more about earning a financial planner certification by visiting and learn more about the CFP Certificate.
The prestigious Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete the formal CFP course program and successfully passed the Certified Financial Planner Certification Exam. With this kind of financial planner certification you can definitely be able to set forth a strong and solid financial planning career.
The CFP Certification is a post graduate certification that is earned by those professionals who want to take their careers further, apply for a higher or different job position, get a better salary compensation, broaden their knowledge, refine their skills and most of all keep up with the standards of the financial services industry. Therefore, if you are aiming for a stronger career in the highly competitive world of financial services then earning a financial planner certification is the key to it.
So how can you become a Certified Financial Planner? To be a CFP professional you have to successfully pass the Certified Financial Planner Certification Examination. This is an assessment exam that will gauge your learning and skills in all aspects of financial services. But before you will be able to take that exam you must first complete all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). 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. There is no specific major required however it would be your advantage if you have a good educational background in the fields of finance, marketing, economics and accountancy. You also have to complete the formal Certified Financial Planner (CFP) course program that will require you to take special course subjects that are vital in financial services. These special course subjects are the major contents of the Certified Financial Planner Certification Exam. Taking these special courses can definitely help you gain the knowledge, understanding and learning that you need in order to pass the exam. These are the following special course subjects that you have to take:
- Fundamentals in Financial Planning Program
- Estate Planning Program
- Employee Benefits Planning Program
- Insurance Planning Program
- Income Tax Planning Program
- Investment Planning Program
- Retirement Planning Program
- Case Study in Financial Planning Program
You also need at least 3 years working experience as a financial planner or any career related in the financial services industry. After completing 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 the importance of earning a financial planner certification and how you can benefit from it. Find out more about earning a financial planner certification by visiting and learn more about the CFP Certificate.
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