Earning The Certified Financial Planner

CertificationWhat’s The Significance Of The

Certified Financial Planner Certification?

To become a successful financial planning professional then you must earn yourself additional credential that can boost up your career.

It is very important that you have certifications that can strengthen your credibility and expertise.

There is a tight competition amongst financial planners and the best way for you to stand strong is through getting certified. Yes, becoming a Certified Financial Planner (CFP) is the key to it.

The Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete the formal CFP course program and passed the Certified Financial Planner Certification Examination

Certified Financial Planner professionals are licensed by the Certified Financial Planner Certification Board of Standards and at the same time members of the Financial Planning Association.

CFP professionals help their clients in preparing for their future through providing them with an effective and productive advice regarding their retirement, income tax, estate planning, investments planning, insurance planning and many more. Therefore, Certified Financial Planner plays an important role in the lives of many individuals.

Owning the CFP certification will imply to your potential clients and employers that you were able to earn a high level of professionalism, competency and ethical practices that are vital

in order for you to have an independent career in the financial planning sector and at the same time as a member of the financial services industry. We know for a fact that anyone can be a financial planner but not everyone is certified.

To earn the Certified Financial Planner Certification you have to successfully pass the CFP Certification Exam. This exam is designed by the Certified Financial Planner Board of Standards in order to assess your ability

And integrate and broad base of financial planning knowledge that is applicable to real life financial planning situations. For you to take the said exam you have to comply with all the requirements set by the CFP Boards.

It is important that you meet their 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.

Aside from that you must also complete the formal CFP course curriculum wherein you are required to take special courses that are vital in financial services. Listed below are the special course subjects that you have to complete as part of the CFP course program:

1. Fundamentals of Financial Planning2. Insurance Planning3. Income Tax Planning4. Investment Planning5. Estate Planning6. Employee Benefits Planning7. Retirement Planning8. Case Study in Financial Planning

Another requirement is that you have to complete the three years full time working experience as a financial planner, assistant financial planner or any career related in the financial services.

After completing the educational and working experience you have to submit to a full background check and lastly adhere to the Code of Ethics set by the CFP Board.