How Will You Earn A Financial Planner Certification?
The financial services industry is a highly competitive sector and the best way for you to stand strong amidst the tight competition is earning added credentials and certifications. One of which is the Certified Financial Planner Certification.
The CFP Certification is the designation awarded to those professionals who were able to complete the formal CFP course program and was able to successfully pass the Certified Financial Planner Certification Examination. This is a post graduate certification examination that is taken by those individuals who want to further their career, apply for a higher or different job position, get a better salary compensation, broaden their knowledge, refine their skills and keep up with the standards of the financial services industry.
Becoming a Certified Financial Planner can do a lot to your career in the financial services industry. Earning a financial planner certification can definitely help you set forth a strong and solid career in this highly competitive industry. This added credential would certainly set a good impression to your potential clients and employers because this would indicate that you were able to earn the highest level of professionals, competency, credibility and ethical practices that are important 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.
So that you can earn the prestigious credential and become a Certified Financial Planner you must complete all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in order for you to qualify in taking the Certified Financial Planner 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. It may not matter what major you had but it would be of your advantage if you have a strong educational background in the field of accountancy, finance, mathematics, economics and management. Aside from that you must also complete the formal CFP course program wherein you have to take special course subjects that can help you passing the certification exam.
These are the following course subjects that you have to take:
- Fundamentals in Financial Planning
- Insurance Planning
- Investment Planning
- Income Tax Planning
- Estate Planning
- Retirement Planning
- Employee Benefit Planning
- Case Study Presentation in Financial Planning
- Capstone Course in Financial Planning
Another requirement that you have to comply with is the 3 years working experience as a financial planner, assistant financial planner or any career related in the financial services industry. After completing both the educational qualifications and working requirements you must then submit for a background check and lastly, you must adhere to the Code of Ethics set by the CFP Boards. Once all these requirements are complete you can now apply and take the CFP certification examination.
Know about the Financial planner certification and what this credential is all about. Find out more about the financial planner certification by visiting and learn more about the CFP </a> requirements that you have to complete.