How To Become A Certified Financial Planner?
The financial planning sector is one of the most in demand professionals in the financial services industry. With the tight competition within the financial planning sector the best thing that you can do to be set apart from other financial planners is to get certified. Anyone can be a financial planner but not everyone is a Certified Financial Planner (CFP).
A Certified Financial Planner Certification is the designation awarded to those financial planners and other professionals who were able to complete the formal CFP course program and passed the Certified Financial Planner Certification Examination. 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.
By having the CFP certification you will be able to set a good impression to your potential clients and employers because this would imply that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in order for you to practice an independent career in the financial planning sector and at the same time as a member of the financial services industry. So if you want to have a strong and solid career in the financial services industry you must earn the Certified Financial Planner Certification.
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.
The requirements are the following: 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 also have to complete the formal CFP course program wherein you must take special course topics that are significant in financial services. The common course topics are the following: General Principles of Financial Planning, Insurance Planning, Investment Planning, Income Tax Planning, Retirement Planning, Estate Planning, Employee Benefits Planning and Case Study in Financial Planning. All these special course topics are the main contents of the CFP Certification Examination.
Another requirement is that you have to complete the three years work experience as a financial planner or any career related in the financial services industry. After completing the educational and work requirements you must then submit to a full background check and lastly must adhere to the Code of Ethics set by the CFP Boards. Once you have completed all the requirements you are now qualified to the CFP certification Examination.
Know how important becoming a Certified Financial Planner and how it can change your career for the better. To understand more about becoming a Certified Financial Planner you can go to and discover more about CFP career.