How To Earn A Financial Planner Certification
If you are vying in becoming one of the best financial planning professional then earning the right credential is very important. One of the strongest designations that you can earn is the Certified Financial Planner Certification. This is the designation awarded to those professionals who were able to complete the formal CFP course program and successfully pass the Certified Financial Planner Certification Examination.
Earning a financial planner certification such as the CFP Certification is the smartest way for you to be set apart from other financial planners. In having the CFP certification you will be able to set a good impression to your potential clients and employers because this will imply to them that you were able to earn the highest level of competency, professionalism and ethical practices that are all vital in order for you to practice independently in the financial planning sector and at the same time as a member of the financial services industry. Therefore, becoming a Certified Financial Planner is the definitely the definitive mark in your financial planning career.
For you to earn a financial planner certification you must then comply with all the CFP requirements given by the Certified Financial Planner Board of Standards. You have to meet the educational qualifications that will require you to earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited school. Your major may not matter but it would be a smart move if you have knowledge in finance, accounting, management, statistics and economics. You also have to complete the CFP course program that will require you to take special courses that focuses on the following course subjects:
- Fundamentals in Financial Planning Program
- Investment Planning Program
- Insurance Planning Program
- Income Tax Planning Program
- Estate Planning Program
- Retirement Planning Program
- Employee Benefits Planning Program
- Case Study Presentation in Financial Planning Program
Another requirement is the three years full time work experience as a financial planner or any career related in the financial services industry. Once you complete both requirements you must then submit to a full background check. Then lastly, you must adhere closely to the Code of Ethics set by the CFP Board.
This prestigious and globally accepted CFP certification would 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 make your own name in the financial planning sector and at the same time as a member of the financial services industry. This only shows that owning this certification will help further your career in the financial planning sector. So if you really aim for a successful financial planning career then becoming a Certified Financial Planner professional is the key to it.
Through this article you will know about the financial planner certification and how important this is. Find out more about the financial planner certification by visiting and learn more about financial planning.