Monday, October 6, 2014

The Importance Of A Financial Planner Certification

The financial planner certification is a great milestone that you must achieve in order for you to be able to set forth a strong and solid career in the financial services industry. The Certified Financial Planner Certification is the designation awarded by the Certified Financial Planner Board of Standards to those individuals who were able to complete the formal CFP course program and most of all successfully passed the Certified Financial Planner Board of Standards.

The CFP Certification is a post graduate certification earned by those professionals who want to strengthen their financial planning career, refine their skills, apply for a different or higher position, get a better salary compensation and most of all keep up with the standards of the financial services industry. By having the financial planner certification you will be able to broaden your knowledge and refine your skills in all aspects of financial services.

It is very important that financial planners get certified and become a Certified Financial Planner. The only way for you to be set apart from other financial planners is to get certified. Anyone can be a financial planner but not everyone is certified. Becoming a Certified Financial Planner can do a lot for your career in the financial services industry. The CFP certification will set a good impression and at the will imply to your potential clients and employers that you were able to earn the highest level of competency, professionalism and ethical practices that are vital in the financial services industry.

If you want to stand strong in this highly competitive industry it is important that you go an extra mile and take the necessary action that can help you earn the needed certifications and credentials that will strengthen your career. For you to earn a financial planner certification you must complete certain requirements that are set by the CPF Boards. You have to comply with their educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline. Aside from that you also have to complete the CFP course program wherein you are required to take special course subjects that are vital in financial services. These courses can also help you in passing the CFP certification examination.
Here are the following special course subjects that you must take:
1.    Fundamentals in Financial Planning
2.    Insurance Planning
3.    Investment Planning
4.    Income Tax Planning
5.    Estate Planning
6.    Employee Benefits Planning
7.    Retirement Planning
8.    Case Study in Financial Planning
Another requirement that you must complete is the three years full time work experience as a financial planner, assistant financial planner or any career related in the financial services industry. It is important that have this work experience for you to earn your license. After completing both the educational qualifications and working experience you must then submit to a full back ground check so that the industry will be able to check. And lastly, you must closely adhere to the Code of Ethics set by the CFP Board.

Know how to earn a Financial Planner Certification  and what it can do to your financial planning career. Find out more about the financial planner certification by visiting  and learn more about financial planning  career.

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