Certified Financial Planner Certification
For financial planners it is very important they earn added credentials that can help boost up their financial planning career. Anyone can be a financial planner but not everyone is a Certified Financial Planner. CFP professionals are licensed by the Certified Financial Planner Board of Standards and members of the Financial Planning Association. They are licensed professional who were able to complete the formal CFP course program and most of all passed the Certified Financial Planner Certification Examination.
Becoming a CFP professional can do a lot for your financial planning career. The CFP post graduate certification is earned by those individuals who want to further their career, strengthen 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. Therefore, this certification can definitely set you apart from other financial planners because this will imply to your potential clients and employers that you were able to earn the highest level of competency, professionalism and ethical practices that are vital in order for you to start an independent career in the financial planning sector and at the same time as a member of the financial services industry.
In order for you to become a CFP it is important that you complete all the requirements set by the Certified Financial Planner Board of Standards so that you will be qualified to take the CFP Certification Exam. The only way for you to become a CFP is by completing all the requirements and passing the certification exam.
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 formal CFP course program that will require you to take special course subjects that are vital in financial services. Taking these special courses can help you in passing the CFP certification examination.
Here are the following special course subjects that you must complete: Fundamentals in Financial Planning, Estate Planning, Employee Benefits Planning, Income Tax Planning, Insurance Planning, Investment Planning, Retirement Planning, Case Study in Financial Planning and Capstone Course in Financial Planning.
Another requirement is that you have to complete a three years working experience as a financial planner, assistant financial planner or any career related in financial services industry. Lastly, you must submit to a full background check and adhere to the Code of ethics set by the industry. Once you have completed the CFP requirements you are now qualified to take the certification exam.
If you aim for a successful and ling standing career in both the financial planning sector and the financial services industry then earning a strong credential such as the CFP certification is the key to it.
Know the importance of becoming a Certified Financial Planner professional and hot beneficial this is to your financial planning career. Find out more about the Certified Financial Planner career by visiting and learn more on becoming a CFP professional.