what is a certification financial planner?
Post on 11-Feb-2017
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What Is A Certification Financial Planner?
In the financial planning sector the best way for you to stand strong and keep up is to get
certified. Getting the certification financial planner can definitely strengthen your career. If you
want to work your way up in the financial services industry the best thing that you can do is earn
the certification financial planner.
The Certified Financial Planner Certification is the designation awarded to those individuals who
were able to complete all the requirements of the Certified Financial Planner Board of
Standards, Inc. which includes completing the formal CFP course program and passing the
Certified Financial Planner Certification Examination. Anyone can be a financial planner but not
everyone is a Certified Financial Planner.
The financial services industry is a highly competitive sector and the only way for you to stand
strong and keep up with other financial professionals is by having a strong and solid career.
With the right certifications and credentials it will be a lot easier for you to succeed in the finance
world. Therefore, with the CFP certification you will be able to set forth a strong and solid career
in the financial services industry.
The Certified Financial Planner 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. With this certification financial planner you
will be able to set a good impression to your potential clients and employers because this would
imply to them that you were able to earn the highest level of competency, professionalism and
ethical practices that are vital in order for you to practice an independent career in the financial
planning sector and at the same time as a member of the financial services industry.
There are various requirements that are set by the CFP Board that you have to complete in
order for you to qualify in taking the Certified Financial Planner Certification Examination. The
only way for you to become a Certified Financial Planner you have to successfully pass the
You have to meet the educational qualifications wherein you have to get a Bachelors degree
from an accredited school and at the same time you also have to complete the formal CFP
course program. Aside from that you must also complete the working experience wherein you
must have at least three years of it that is related in the financial services industry. And lastly
you have to submit to a full background check and lastly adhere to the Code of Ethics set by the
CFP Board. All these you must comply with prior to taking the CFP exam.
This certification will help further your career in the financial planning sector. That is why
becoming a Certified Financial Planner is definitely the benchmark of your financial planning