How To Earn A Financial Planner Certification?
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 financial planner certification you will be able to set forth a strong and solid career in both the financial planning sector and the financial services industry.
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. As a financial professional it is part of your responsibility to take your career further because this is the best way for you to continuously meet the standards of the industry.
The financial services industry is a highly regulated sector. By that means it is important that financial professionals must earn themselves added credentials that can help boost up their careers. Aside from that it is their responsibility to remain and continue to be qualified and suitable with the positions that they hold in the industry. For you to achieve all these earning a financial planner certification is the key to it.
For you to earn the financial planner certification and have the designation of a Certified Financial Planner it is important that you complete all the requirements that is set by the Certified Financial Planner Board of Standards (CFP Board). There are various requirements that you to comply with in order for you to qualify in taking the Certified Financial Planner Certification Examination.
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. It may not matter what major you earned your degree but it would of your advantage if you have good educational background in the fields of finance, accountancy, mathematics and economics. Aside from that 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. 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 must also have a full time 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.
By becoming a Certified Financial Planner you will be able to establish a stronger career because this would imply to your potential clients and employers that you were able to earn a high level of professionalism, competency and ethical practices that are important for you to practice independently and at the same time as a member of the financial services industry.
Know about the financial planner certification and what this can do for your career in the financial services industry. Find out more about the financial planner certification by visiting and learn more about the financial planning career.