What Are The CFP Certification Requirements?

Completing The CFP Certification Requirements

In achieving the prestigious Certified Financial Planner Certification you must successfully pass the Certified Financial Planner Certification Examination. As we all know the Certified Financial Planner Certification is the designation awarded to those financial planners and other professionals who were able to complete the formal CFP course program and successfully passed the Certified Financial Planner Certification Examination.

However, for you to take such exam it is important that you are able to complete all the CFP Certification requirements given by the Certified Financial Planner Board of Standards or commonly known as the CFP Board.

The Certified Financial Planner Exam is administered by the Certified Financial Planner Board of Standards and it covers almost a hundred if topics that covers the fields of financial

planning and financial services. It covers over a hundred of financial planning and financial services topics.

So generally it covers all aspects of financial services. Passing this certification exam is very important because this will serve as an assessment test that will gauge all your knowledge, understanding, learning and skills in all fields of financial services. But like what I mentioned earlier there are set requirements that you must comply with in order for you to qualify on taking the exam.

Here is the CFP Certification requirements that you need to complete before you can take the Certified Financial Planner Exam:

1. 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.

2. You have to complete the formal Certified Financial Planner course program wherein you are ask to take special course subjects that are vital in the financial services.

The following are the special courses: Fundamentals in Financial Planning Program Insurance Planning Program Investment Planning Program Income Tax Planning Program

The following are the special courses: Estate Planning Program Employee Benefits Planning Program Retirement Planning Program Case Study in Financial Planning Program Capstone Case in Financial Planning Program

It is very important that you have a good review on these subjects because majority of the exam questions will come from it. If you were able to have a good discussion on it then you will get the whole picture of what financial services is all about. In that way you will no longer have a hard time passing the certification exam.

3. You must complete the three years full time work experience as a financial planner, assistant financial planner or any career related in the financial services industry. As ironic as it may sound but the only way for you to earn your license is through working without it at first.

4. You must also submit to a full background check so that the CFP Board will know if you have any legal issues that should be settled before getting in to the industry.

5. You have to adhere closely to the Code of Ethics set by the CFP Board.

You can learn more about this by visiting www.financialplannerprogram.com.