certified financial planner exam

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CERTIFIED FINANCIAL PLANNER EXAM

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The 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 Exam. The Certified Financial Planner Certification Examination is a post graduate certification exam taken by those financial planners and other professionals who aim to strengthen their career, take their career further, broaden their knowledge, enhance their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the present standards of the financial services industry. This is an assessment exam that will gauge all your knowledge, learning and skills in all fields of financial services.

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Page 1: Certified financial planner exam

CERTIFIED FINANCIAL

PLANNER EXAM

Page 2: Certified financial planner exam

The 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 Exam.

Page 3: Certified financial planner exam

The Certified Financial Planner Certification Examination is a post graduate certification exam taken by those financial planners and

other professionals who aim to strengthen their career, take their career further, broaden their

knowledge, enhance their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the

present standards of the financial services industry. This is an assessment exam that will

gauge all your knowledge, learning and skills in all fields of financial services.

Page 4: Certified financial planner exam

The CFP Exam is administered by the Certified Financial Planner Board of Standards. This covers around a hundred of financial services topics. It basically covers all areas of

financial services. This is a 10 hour exam that is given in 2 consecutive days. It will be given in a four-hour session on Friday and two 3-hour sessions on Saturday. The exam is consists of 285 multiple choice questions with one case study per session. The total number of questions that is related to case studies usually varies from one exam to another. But approximately 20% of the exam consists of

case study questions.The reference for the passing score is that the

performance is being measured according to a set level of required competency rather than the scores of the other

examiners who took the same exam. This is done in order to prevent any advantages or disadvantages that might

occur when past exams were of lower or higher difficulty.

Page 5: Certified financial planner exam

For you to qualify in taking the Certified Financial Planner Exam there are various requirements that is set by the

Certified Financial Planner Board of Standards that you must complete. You must earn 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 also have to

complete the formal CFP course program wherein you have to take special courses such as Fundamentals of Financial Planning, Estate Planning, Employee Benefits Planning, Insurance Planning, Income Tax Planning, Investment Planning, Retirement Planning, Case Study in Financial Planning and Capstone course in Financial Planning.

Page 6: Certified financial planner exam

Another requirement that you have to complete is the three years full time working experience as a financial

planner, assistant financial planner or any career related in financial planning. It is very important that you have

this minimum of three years working experience because this would imply that aside from your financial education you also have a practical experience that will back you up in the career that you want to pursue. After

completing both the educational qualifications and working experience you must then submit to a full

background check so that the CFP Board can check if you have any legal issues. And lastly, you must adhere

closely to the Code of Ethics set by the CFP Boards.

Passing this exam will earn your the strongest designation that a financial planner can have!

Page 7: Certified financial planner exam

Check out http://financialplannerprogram.com for more information on

how you come the most effective financial planner

there is.