Why Earn A Financial Planner Certification?
In the financial planning sector it is vital that you get certified in order for you to stand strong in this industry. The finance world is known for having top qualified financial professionals because in this industry it is important that you have certifications that can help boost up your career.
The financial planning sector is known to be a highly competitive field. You have to be a well knowledgeable and skilled professional if you want to stand strong in this sector. The increasing numbers of financial planners is high thus, making the competition within this sector really close. For you to stand strong and keep up amidst the tight completion you must earn a financial planner certification.
A Certified Financial Planner Certification is a designation awarded to those financial planners or professionals who were able to complete all the requirements set by the Certified Financial Planner Board of Standards. The CFP Certification is a post graduate certification wherein financial professionals take this if they want to strengthen their career, broaden their knowledge, refine their skills, apply for a different or higher position, get a better salary compensation and keep up with the standards of the financial services industry.
So that you will be able to earn the prestigious financial planner certification and achieve your goal of becoming a Certified Financial Planner you have to complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). You have to complete the educational qualifications wherein you have earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. It would be a plus part on your part if you have a good educational background in the fields on finance, management, accounting and economics. Aside from that you are also require to complete the formal CFP course program wherein you have to take special courses that are vital in financial services. These special course topics are your tool in order for you to pass the Certified Financial Planner Exam.
Here are the following courses that you must take:
1. Fundamentals in Financial Planning
2. Insurance Planning
3. Investment Planning
4. Income Tax Planning
5. Estate Planning
6. Retirement Planning
7. Employee Benefits Planning
8. Case Studies In Financial Planning
9. Capstone Course In Financial Planning
Another requirement that you must complete is the 3 years full time working experience as a financial planner, assistant financial planner or any career related in the financial services industry. It is important that you complete the working experience in order for you to practice as a CFP professional. After completing both educational and working requirements you must then submit to a full background check to know if you have any legal issues and lastly, you have to adhere closely to the Code of Ethics set by the CFP Board.
Know how can earning a financial planner certification boost up your financial career. To understand more about the financial planner certification you can go to and discover more on becoming a CFP professional.