Friday, October 17, 2014

Becoming A Certified Financial Planner

If you are interested in the finance world and at the same time want to further your career while helping other people achieve their lifelong goal then a career as a Certified Financial Planner will definitely suit you.
Financial planners are financial professionals who give financial planning advice in order to help people in achieving their financial goals. Being a financial planner is a challenging career. This is why the competition within the financial planning sector is starting to increase and the best way for to stand strong and keep up with everyone is to get certified. Anyone can be a financial planner but not everyone is certified.

The financial services industry is a highly competitive sector and if you want to stand strong in this sector you have to strive hard and achieve excellence. This is achievable by earning certifications that can help boost up your career. A 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 passed the Certified Financial Planner Certification Examination.

By earning the CFP Certification will show how much you value your financial planning career because you took time and effort in earning such prestigious designation that will help in strengthening your career in the financial services industry. Aside from that the CFP certification designation will set a good impression to your potential clients and employers that you are able to earn a high level of professionalism, competency and ethical practices that are significant in the financial services industry.

For you to earn the Certified Financial Planner designation there is set requirements that you must meet. You must meet the educational qualifications in which you have to earn a Bachelor’s degree or higher from any form of discipline as long as it is from a college or university that is accredited by the CFP Board. Aside from that you must also complete the CFP course program wherein you will take special courses that can help you pass the certification exam.
You are required to complete the following course topics:
-    Fundamentals in Financial Planning
-    Insurance Planning
-    Investment Planning
-    Income Tax Planning
-    Estate Planning
-    Retirement Planning and Employee Benefits Planning
-    Case Study Presentation in Financial Planning
-    Capstone Course in Financial Planning
Another requirement is that you have to complete the three years work experience as a financial planner or any career related in the financial services industry. After completing the educational and work requirements you must then submit to a full background check and lastly must adhere to the Code of Ethics set by the CFP Boards. Once you have completed all the requirements you are now qualified to the CFP certification Examination. Passing this exam is the only way for you to earn the prestigious CFP certification.

In this article you will know about becoming a  Certified Financial Planner and how it can change your career. To understand more about becoming a Certified Financial Planner you can go to and discover more on becoming a CFP professional.


1 comment:

  1. All I can say is it all depends on the body that trains you. It's all about education and preparation you know. You just got to love it. certified financial planner training

    ReplyDelete