Certified Financial Planner Exam, How Important It Is

You may have chosen financial planner as your career of choice. It’s cool as it’s a very promising career. But first, you have to meet a few requirements before you start the ball rolling. Before you can enter a college for financial planning or one of the popular CFP schools for that matter, you may want to earn a college degree about it. The good thing is that taking a certified financial planner school can now be done online. It’s been made easier and better. You can just scan the internet as there are a lot of websites that pertain to financial planning.
Some courses are designed to make you a financial advisor or planner. Again, all you have to do is to search for a college for financial planning either by foot or online. Websites can give you much information on the courses you may be interested in should you desire to enroll and take on the road for financial planning.

Certain websites are being built to help any person get into CFP schools. These colleges will help you find out which courses are needed to get financial planning course and you will earn a certain degree on this matter. While on it, you’ll also be given a chance to have your own specializations. You can become specialized in planning, wealth planning or wealth management. You may also want to get a Master’s degree if you want to. Modules are being given and come along with the courses that are being offered.

You’re assured that your mentors would come and help you along the way. They are already experts in this field and are already excellent when it comes to financial planning. Some of them may even have PhD’s on certain financial fields. While you’re at it, you are expected to obey, work on your assignments and study the required modules and of course pass the examinations.

Now, in finding the right institute that’s fitting for you, you can just hook up at your internet as they usually have all the information that you may need. These websites also post the necessary requirements that you may need to have before enrolling the course. Aside from the requirements needed, you will also have the list of the mentors of whom you may already know. Here, you can read their credentials and a few comparisons will probably help in your decisions later on.
If you have decided to take financial planning as your career of choice, you have to make sure that everything is in order. That way you’ll be able to finish your course with flying colors.

College for financial planning plays a very important role in honing a person’s skills and knowledge in this particular field in finance. All he needs to do is to work harder and be trained by the best mentors. Search for the finest CFP schools  now.

Certified Financial Planner Exam, How Important It Is

When you speak of a certified financial planner, it’s a title that’s being given by the International Board of Standards and Practices to Certified Financial Planners. If you want to become one, you have to pass a certified financial planner exam, and before that of course, you have to undergo CFP training. Even if you have already passed the qualification tests and have your certificate, you still have to take continuing education to update your knowledge especially in the fields of tax preparation, insurance and investing. These are very much essential especially to the certified financial planners.

The main starting point of a certified financial planner as a job is the term sales forecast. You see, a lot of variables that are involved in finances are usually projected usually in relation to the estimated level of sales. Because of this, an accurate measurement of financial forecast almost depends entirely on how accurate the sales forecast are. Financial managers may join in the process of making these sales forecast but this task is mainly and is resting on the arms of a certified financial planner.

Before you take your certified financial planner exam, you have to be familiar with the terminologies and jargons in the world of financial planning. Sales forecasts for example are prepared on different views of planning and they serve different purposes as well. Typically, a sales forecast lasts for a period of 3 to 5 years or even longer depending on the plan that was created. Now, a sales forecast that’s ranging from only about a year or two is usually the main basis for the forecasting exercise. Even shorter sales forecasts can be made for working capital planning and cash budgeting.

Working capital has a couple of concepts that you may want to hear about and they are gross working capital and net working capital. The former describes the total of all current assets and the latter is about the difference between the current assets and liabilities. Managing the working capital mainly focuses on the current assets and the current liabilities with emphasis on the assets. There are just samples of the concepts that you are about to learn when you take a certified financial planner exam. There are other theories and principles that you will learn and you have to work harder to master each one and eventually be ready to face your tests.

Once you have passed the examination and already declared as a certified financial planner, you will then have to take classes once in every two years. The reason is simple. The finance industry is constantly changing and you have to keep abreast with these changes if you want to be sharp as always. Being a certified financial planner can be your best career only if you work hard and do your part.

A Certified Financial Planner holds the power to create your financial future. The only job you have to do is obey their suggestions and stick on the plans that they have created as they are experts when it comes to the movement of the market as well as the finance industry. If you want to become one, learn more about certified financial planner exam now.

Reaching Your Dreams With College For Financial Planning

The world needs a lot of financial planners these days and it’s a fact. A lot of people don’t know how to manage their finances that they end up spending more money than they own. This ironic but idiotic habit of humans has been around and is growing for the past years. You can blame the media, you can blame the internet and massive commercial movement but all the same, it’s the person who holds his money is the one who’s at fault. The age of consumerism has totally dominated our world and there’s no turning back. The only solution for this is probably getting the help of people who specialize in handling finances especially for future uses. Certified financial planner school and college for financial planning have been created and built to train candidates who want to be the best in this particular field.

You may have not heard of financial planners up until now. The reason is that during the early times, people who wanted to secure their future in finances would talk to at least 4 to 5 different persons to create a plan for investments. Yes, for example, you would talk to an expert in retirement planning, and you go to another person for investments, and you go to another for real estate planning and so on and so forth. You have to pay each one of them individually but the result is; guess what? Of course, it’s chaotic. Instead of having a clear plan for the future, you end up getting confused and your money will boil down to nothing before you know it. But that’s before financial planners where trained and sent forth to the world.

These days, you can only talk to one financial planner and all your concerns will be answered. Yes, you will be able to have a comprehensive plan without so much of a hardship because this guy you are talking to knows everything about your finances and how you will be successful in the future. It’s an all in one package. But there’s a catch, don’t engage in just any other kind of financial planner; make sure the guy is take note a certified financial planner. Everyone can be a financial planner but only a few can dare to have certification because it’s a tough road to take. However, with the certified financial planner on your side, you’re surely assured that he has undergone a rigorous training and is ready for any kind of situation you will give him.

He will have the skills and abilities necessary to create the best comprehensive plan for your finances. It’s only true because he’s not only a graduate of a certified financial planner school or college of financial planning; he has passed the requirements and examinations that have made him a certified one. This means when it comes to skills and experience, he’s on top of his game.

Certified financial planning school  matters a lot in preparation for your bright future as a financial planner. You can pick any school but only few can make huge changes and catapult you to the pedestal of success. Learn more about the best college for financial planning  now.

How To Pass Certified Financial Planner Exams

Passing the certified financial planner exams is the most important part of your journey to have that particular designation. After meeting the requirements that are made by the CFP Board of Standards, you should prepare yourself well for the examinations. What are these requirements? Just to give you a small review, here the things that you must accomplish before CFP exam prep.

The board of standards require each potential CFP holder to have a bachelor’s degree or even higher in the finance or business field. This particular foundation is very important because this will make you prepared for the tough road ahead. By finishing these courses you should have a better and wider understanding of the terminologies in the business world like the movement of the market, economics, good areas for investments, foreign exchange, corporate terminologies, mass affluent clients and more. With these initial thoughts already pounded in your mind, you can easily adapt to your lessons upon taking the certified financial planner exams.

Another reason why you need the above educational background are the skills you must already have developed during days of classes. Mathematics along with related subjects is pretty much important in financial planning. Remember that money is a numerical value and you must learn how to calculate them accurately. Without such skills you won’t be able to create a sound financial plan for your client and it’s as though you never had the proper CFP exam prep.

The board also requires you to undergo a CFP training course on accredited schools. Here the best mentors will help you learn the different principles of financial planning and hone your skills to its sharpest part. By the end of the course you should be able to master the different areas of financial planning and how to handle your clients may it be an individual or huge companies. You should also be able to calculate their assets and of course know how to create comprehensive plans for their productive futures. If that’s hard enough, it’s actually the easy part.

Since financial planners do not really have to have certifications, you can work with a certified one for the next three years to gain a real life experience on these matters. Once you have reached enough number of years for CFP exam prep, you might want to consider having a certification as this will make you move on to a higher position and a better paying job. Passing the certified financial planner exams is quite simple, you are already founded and you have enough number of years as far as experience is concerned so there’s no way you’re not prepared for the examinations. All you have to do is bring out the best of what you can and you’ll eventually get what you want. Be a certified financial planner now and enjoy the better career that waits ahead.

CFP Exam Prep is a very important factor to get to where you want in terms of career development. Though the journey is hard and long, you will reap your rewards at the right time if you want it. Be a certified financial planner now.

Certified Financial Planner Exam, Passing It With Flying Colors

You may have taken your CFP course in a very prestigious certified financial planner school. You may have had the best training and much respected mentors in the field but still you have one more step to do and that’s to pass the certified financial planner exam. Sure, you can become a financial planner without certifications. You can have it as your career; after all, you’ve already honed your skills and have learned a lot from your mentors. You can apply for work on certain companies and you can even get clients for your own.

But just imagine how it is to have an official certification. You’ll be way ahead of your colleagues on the same field. You will have more clients and more companies will be asking for your resume. More than that, you will have to undergo continuing education as you will be updated every 2 years with the latest trends and issues that surround the world of business and finance. Of course, you already know that having a certification can give you a higher position and a better paying job. There’s just more than just a piece of paper. If you work as full time financial planner, your focus of work will become smaller and it will be your expertise. You don’t have to cover other principles of finance or business, you will just have to devout your time assessing your client’s finances, analyzing them and then creating plans for them.

All of these things start one very important and needed task, passing the certified financial planner exam. But the question is how? You shouldn’t have a problem with this if you are well prepared and ready. After all, 6 to 8 months of training under the best certified financial planner school would have made you more than ready to face any kind of tests. However, to add more confidence on your part and to make sure that you will pass the exams, don’t take it right after you have finished the course. You may have to work with a certified financial planner first for experience purposes. This way, you will learn how to apply the concepts you have learned in real time. Theories can easily be memorized and all but applying them on real situation can sometimes be as hard and you need about three years of practicing your chosen profession before you can take the exam. That’s to make sure that you have already developed the skills that are necessary to pass your examinations. Just be patient with it. As long as you are sure that you have prepared for it, you’ll really pass the examinations and eventually become a certified financial planner.

The article speaks about the importance of passing the Certified Financial Planner Exam. Though you can go on with the profession without it, it is way better if you have an added credential to your resume. Learn how to pass these tests by training on a top certified financial planner school.

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.

Certified Financial Planner Training Program

A Certified Financial Planner is a financial professional who was able to complete all requirements set by the Certified Financial Planner Board of Standards Inc. and that includes completing the formal CFP course program and successfully passing the Certified Financial Planner Certification Exam. Having the prestigious CFP certification is the best way for you to be set apart from other financial planners. With this certification you will be able to set forth a strong and solid career in the financial services industry.

The financial services industry is a highly regulated industry. That is why training programs are very important for all financial professionals. This will ensure that they remain and continue to be qualified and suitable to the position that they are in right now.

In any form of acquiring knowledge and skills training take a huge part of it. Sometimes it is not enough that we earn the certification, it is still important that we take extra measures to help strengthen it. That can be achieved if you will undergo series of trainings. For you to be considered as a highly credible Certified Financial Planner professional it is important that you were able to undergo the necessary trainings that will help fortify your career. The Certified Financial Planner Training is very helpful in order for you to have a strong career in the financial services industry. Such training sets programs for your career improvement, enhancement and advancement.

Through taking the Certified Financial Planner training you will be able broaden your knowledge and enhance your skills in all aspects of financial planning and financial services fields. Acquiring and developing the right knowledge and skills training is a major part of the training. Through undergoing training programs you will be able to enhance and test your skills. This is the best and safest way for you to practice trial and error in the decision that you will make in handling financial matters. In this way you will be able to assess if you are on the right track with your critical thinking and decision making skills. In this way you will be able to assess if your strategies are effective to the present status of the industry. If not for training programs you will not be able to properly asses if you are in the right track of you practice. This matters a lot because this will reflect on your performance in handling your clients.

The Certified Financial Planner training will serve as a motivational tool that will help you stay updated and current with the latest changes and development that is taking place within the financial services industry. Therefore, being able to complete such training can be very beneficial in order for you strengthen your career. This can definitely help promote both personal and professional growth. In this way success will surely be within your reached.

Know the importance of taking Certified Financial Planner Training and hoe beneficial this is to your financial planning career. Find out more about taking a Certified Financial Planner training by visiting and learn more about CFP training programs.

How To Take The Certified Financial Planner Exam?

The Certified Financial Planner Certification is the designation awarded by the Certified Financial Planner Board of Standards (CFP Board) to those financial planners and other professionals who were able to complete the formal CFP course program and most of all successfully pass the Certified Financial Planner Certification Exam.

The CFP certification examination is a post graduate certification exam taken by financial planners as well as other professionals who want to further their career, strengthen their career, apply for a different or a higher job position, get a better salary compensation, broaden their knowledge, refine their skills and most of all keep up with the standards of the financial services industry. This serves as an assessment exam that will gauge all your knowledge and skills in the field of financial services.
The Certified Financial Planner Exam is designed by the Certified Financial Planner Board of Standards that focuses on over a hundred financial planning and financial services topics such as investment planning, retirement planning, income tax planning, insurance planning, estate planning and many more. This certification exam covers over a hundred of financial planning and financial services topics. This basically covers all aspects of financial services.

The exam is consists of 285 multiple choice questions with one case study per session. The total number of questions that is related to case studies usually varies from one exam to another. The exam itself is 10 hours long that is given in 2 days.  You will be given 4 hours on the first day then two 3-hour sessions on the second day. There are seven major topics that are covered during the exam and these are: general principles of financial planning, risk management, insurance planning, investment planning, income tax planning, retirement planning and employee benefits planning as well as estate planning. But approximately 20% of the exam is consisting of case study questions. The criterion for the passing rate would be based according to the set level of required competency rather than basing it against the scores of other exam takers on that day.

For you to be able to take the Certified Financial Planner Exam it is important that you complete all the requirements that are set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). 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. Aside from that you also have to complete the formal CFP course program wherein you are required to take special course subjects that are vital in financial services. These special course subjects can be very helpful in order for you to successfully pass the CFP certification exam. These are the following special courses; Fundamentals of Financial Planning, Estate Planning, Employee Benefits Planning, Insurance Planning, Income Tax Planning, Investment Planning, Retirement Planning, Case Study in Financial Planning and Capstone course in Financial Planning.

On top of that you have to comply with is the three years full time work experience as a financial planner, assistant financial planner or any career related in the financial services industry. After completing the educational qualifications and working experience you must then submit to a full background check and lastly, you have to adhere closely to the Code of Ethics set by the CFP Board.

Know about the  Certified Financial Planner Exam and the requirements for it. Find out more about the Certified Financial Planner Exam by visiting  and learn more about the CFP career.