Why Do You Need A Financial Planner Certification?
The best way for you strengthen and enhance your career in the financial planning sector is through earning a credential such as the financial planner certification. With this kind of credential you will be able set forth a strong and solid career in the highly competitive financial services industry.
A Certified Financial Planner Certification is the designation awarded to a financial planner or any professional who was able to pass the CFP Certification Examination and was able to complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). This is a post graduate certification earned by those individuals who aim to further their career, strengthen their career, broaden their knowledge, refine their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the standards of the financial services industry. By becoming a CFP professional is the best way for you to be set apart from other financial planners.
The financial planner certification will set a good impression to your potential clients and employers because this would imply that you were able to earn the highest level of competency, professionalism and ethical practices that are important in the financial services industry. Therefore, the CFP certification can definitely strengthen your credibility in this industry which will make you more appealing to potential clients and employers thus, making you a more marketable financial professional.
The good question is that how can you earn the prestigious Certified Financial Planner Certification? First of all you must complete all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). This is includes meeting the educational qualifications wherein you must have 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 CFP course program wherein you are required to take special course subjects that are vital in financial services.
Listed below are the special course subjects that you must take:
1. Fundamentals in Financial Planning
2. Insurance Planning
3. Investment Planning
4. Income Tax Planning
5. Estate Planning
6. Employee Benefits Planning
7. Retirement Planning
8. Case Study Presentation in Financial Planning
9. Capstone Course in Financial Planning
Another requirement that you must comply with it the 3 years full time working experience as a financial planner, assistant financial planner or any career related in the financial services industry. As a matter of fact the only way for you to earn your license is by working first without one. After that you must then submit to a full background check and lastly adhere closely to the Code of Ethics set by the CFP Board. Passing the CFP exam is the only way for you to earn such strong credential that can make your career flourish even more.
Know the importance of having a financial planner certification and how beneficial this is to your career. Find out more about the financial planner certification by visiting and learn more about the CFP career.