Ways To Earn A Certification Financial Planner

Posted by Maria VWills
1
Jul 13, 2015
120 Views
In succeeding as a financial planning professional you have to become a very competitive professional. However, this is a healthy competition because what you will be doing can surely be of great benefit to your career. As a financial planner the best way for you to be set apart amongst your colleagues is through getting certified. By becoming a Certified Financial Planner you will surely be able to establish a stronger name for you in both the financial planning sector as well as in the financial services industry. As what they say, anyone can be a financial planner but not everyone is a Certified Financial Planner.

A Certified Financial Planner Certification is the designation awarded to those financial planners and other professionals who were able to complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). This includes completing the formal CFP course program and most of all passing the Certified Financial Planner Certification Examination. With this certification financial planner a stronger career surely awaits you.

So how will you earn the Certified Financial Planner Certification? The only way for you to earn this is through passing the CFP Certification Examination. This is said to be the most challenging certification test in the financial services industry that is why you have to undergo a good review in order to surely nail it. However you must first comply with the requirements set by the CFP Boards for you to qualify on taking the CFP Exam.

You have to meet the educational qualifications wherein you must have a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. On top of that you must also complete the formal CFP course program that will require you to take special course subjects that are important in financial services. Listed below are the special course subjects that complete the CFP course program:
-    Fundamentals in Financial Planning Program
-    Insurance Planning Program
-    Investment Planning Program
-    Income Tax Planning Program
-    Estate Planning Program
-    Employee Benefits Planning Program
-    Retirement Planning Program
-    Case Study in Financial Planning Program
Another requirement that you must have is the three years full time working experience as a financial planner or any career related in the financial services industry. This is important because the only way for you to get certified is to first work without a license. Once you have completed both the educational qualifications and working experience you must submit to a full background check. And lastly, you have to adhere to the Code of Ethics set by the CFP Board.

Having a certification financial planner can boost up your credibility as a financial planner. This 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 your financial planning practice and at the same time as a notable member of the financial services industry. Earning the CFP Certification can surely make you a more in demand and marketable financial planning professional.

Know about earning a Certification Financial Planner and how it can help change your financial planning career. To understand more about the Certification Financial Planner you can check on and learn more about the CFP Certificate.


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