The Financial Planning Association

In the financial planning sector all professionals are well guided by the Financial Planning Association (FPA) to ensure that Certified Financial Planners and other financial professionals are suitable to the positions they hold in the financial services industry. Financial planners are professionals who help other people in dealing with their financial concerns. They provide them with the right and effective financial advice and services that will help them deal with their financial matters. Aside from that financial planners also see to it that they will be able to develop an effective financial plan that will help their clients reach their lifelong goals.

The Financial Planning Association is known to be the largest membership organization for Certified Financial Planner (CFP) professionals in the U.S. as well as those members who has great support on financial planning process. The organization is governed by a volunteer Board of Directors who is in charge of helping the organization reach its mission while following the organization’s by laws.

This is a leadership and advocacy organization for those who provide support and benefit from financial planning. The main goal of this organization is to be a community that provides the value of financial planning and at the same time advances the practice of financial planning. And most of all the association works closely with academic leaders, legislative bodies, regulatory bodies, financial services firms and also consumer interest organizations.
The FPA is a unique network of nationwide organization that encourages both personal and professional developments and networking in a local approach. FPA members must adhere to the highest standards of professionalism, competency and ethical practices that are vital in the financial services industry. Aside from that FPA members must adhere closely to the Code of Ethics which will reflect their commitment to help their clients achieve their lifelong goals. All FPA members are asked to commit to the Code of Ethics whether you are certified or not. These members include Certified Financial Planners, financial services professionals, educators as well as students.

Below is the Code of Ethics that the members should live by:
1.    Professionalism - FPA members conduct at all times shall reflect credit upon the profession.
2.    Competence – It is very important that as an FPA member you must provide competency in providing professional services to your clients.
3.    Confidentially – One of the major responsibilities of an FPA member is to never disclose any confidential client information without having any consent from the client unless it has something to do with legal issues
4.    Integrity – It is vital that FPA members must offer and provide professional services with integrity.
5.    Fairness – All FPA members must perform professional services in a manner that is fair and reasonable to their clients, principals, partners and employers.
6.    Diligence – FPA members must always act diligently in providing professional services to their clients.
7.    Objectivity – FPA members should always be objective in providing professional services to their clients.

Through this article you will know about the Financial Planning Association and what the association is all about. Find out more about the Financial Planning Association by visiting and learn more about FPA and its principles.

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.

Proper Prep – Certified Financial Planner School

There are a lot of difficulties present in our daily lives. One area we must look at would be our finances. There are certain reasons why these things become difficult as well and it includes the kind of life we are living. People say it's difficult to have money but all they do when they have one is spend without thinking first and then they complain when their resources are nearing its end. In short, they aren't good when it comes to financial management. This is where professionals should lend their hands. Coming from the most respected certified financial planner school and have undergone a globalized certified financial planner training, these people will have the ability and the knowledge to help any person who needs financial interventions.

However, this career doesn't come free and going through this course is a tough nut to crack.  The Certified Financial Planner Board of Standards has issued some requirements that need to be met before you can get these certifications. Depending on your state, the most common requirement would be a bachelor's degree in any course but accountancy or any finance or business related courses are recommended. The reason behind this is that you already have background knowledge with regards to finance and business, the market and basically how the finance industry works. You already know the terminologies and since you have been in this industry, you might know some people here.

That's just the tip of the iceberg because after having the bachelor's degree, you now have to attend a certified financial planner school for your certified financial planner training. It's here that you will be preparing for your greatest challenge before you can get your CFP certification. With the most honorable mentors, you will be trained the basics, the general principles and the important theories of financial planning. More than that, your skills in analysis and math are going to be honed here. This preparation can take about 6 to 8 months.

After graduating, you'll have to have experience first. Since you don't really need a certification to practice being a financial planner, you can work with other professionals until you have a sufficient experience in the real world. And now, if you want to take one step higher, you'll have to get ready for the examinations that will allow you to later on get your certification. This will further cement your credentials and become the best in the field.

Though it's easy as it may sound, the entire process can be hard as rock and if you're not diligent enough, you will not be able to succeed. Proper preparation for a successful career, it's the best ingredient if you want to be the best in your field.

The article is all about the importance of proper training in a certified financial planner school. Getting a certification in your chosen field will take you one step higher and land on a higher level. Learn more about certified financial planner training now.

Some Preparations On College For Financial Education

If you’re going to consider colleges like a college for financial education, there are some thoughts that you need to remember and you need to really unto them. These thoughts might be the same as most universities or business schools but it can also be in combination of these factors. It would be easier if you look at these things as it can and will definitely help if you are struggling to choose one.
One of the first things to consider if you are looking for financial planner certification colleges is that it should offer the course or courses that you want. Although most popular courses are available on these colleges, there are a few that are not found in every school. Some are coveted courses which usually has a waiting list for possible students. After looking for the college for financial education, you should then look at the rate of their success especially in producing graduates.

It’s a given fact that if you have finished and higher education, you’ll end up having a decent job. But you could even land on a better and higher paying work if take one step higher and that’s by getting a financial planner certification. There are well known financial schools that have strong connections to human resource personnel on some of the biggest companies in the field which might give you a chance to perform your career more efficiently.

Now, if you think that you have found a better candidate for your education in the finance field, you can now prepare your requirements. While browsing the courses that they offer and this case, you may want to take financial planning course, you may want to list all the requirements that you need to pass to be admitted or enrolled. Don’t waste time and prepare them already and make sure they are arranged in such a way that you can pull them anytime. It’s also great to have your documents photocopied for future uses.

If there’s a need to scan your documents; do those already before you apply to avoid any delays. It’s important that you make yourself ready at any cost as changes may occur from time to time. In any case, it’s important to remember that preparation is the key to success. If you are really interested in what you are taking, it should come out from the very beginning of your study. Being organized will also make you ready for your school as you’ll be able to think freely and order as well. Learning will come smoothly because everything is in its place. It’s easy to reach success and it all starts from your training ground.

College for financial education  can easily be found if you are keen enough to look for the right schools. There are a lot out there and it just takes an effort to find them. Get your financial planner certification  from the best schools alone.

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.

Financial Planning Association – Finding The Best Element

A certain financial planning association based in Colorado, made a survey on investors and their opinions. With the situation we are in today, it shouldn’t surprise us if most of the results of the survey support the wonders of financial planning industry as well as its league of planners. As expected, those people who are working with paid professional financial planners feel more confident about their future when it comes to financial goals, economic and market recoveries and more. But more than that, they actually feel better about their current financial situation.

Not like those persons who like to it themselves, those who have made comprehensive financial plans are described as more laid back and more comfortable with their present as well as future financial situations. Though all of the factors can be learned through certified financial planner school, getting help from the professionals can be great. However, if there’s one thing that financial planning association teaches us, it’s that those who involve themselves in a comprehensive financial plan hold one thing that others don’t show: a plan.

To be more specific, the FPA says having a written plan shows more confidence among participants especially in knowing something about their future. The items that were written involves whether they were on the right track in achieving their financial goals. There were participants in the survey who didn’t know that whether they were behind or ahead of their plans or even they’re on the right track.
Another thing that involves in their writing is whether their goals were attainable or realistic or not. There were participants in the study who didn’t even know how much they should save or even how much they could even get when they retire. And lastly, they were writing whether they are confident about reaching their goals financially, there were participants who were not even sure.

In short, if there’s one thing you have to learn here, it’s important to write down your financial goals. You should even write down your thoughts with regards to your plans. Aside from getting help from experts who have made it great in certified financial planner school, it’s also important to take note of what they are suggesting and stick to the plans they have created. After which; write down your evaluation with regards to your progress to track what you have reached. Thought it takes a lot of effort, it can give you lots of benefits in the future. Review what you have been to know what you will become. This is the secret to real success and you can only reach this through the help of people who know this craft.
 

Financial Planning Association is the one that’s in charge in producing the best financial planners. These guys will truly help you reach your financially stable future. Learn more about certified financial planner school 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.

How Financial Planning Association Regulate Financial Planners

If you want to get the better of your chosen career, especially if you’re a graduate of business or finance related courses, it’s nice to consider having a financial planner certification. Employers or clients don’t immediately accept their employees; they look at their backgrounds first. They are looking for something that would serve as a proof that you are worth hiring. They look for an indication that you can fulfill or even surpass their standards and that you have the skills necessary to do the works you will be assigned to. That one proof is called certification or designation. In our case, if you have a financial planner certification which is usually regulated by financial planning association, you’ll have a higher chance of being accepted or hired.

What does it mean if you have certifications? It simply means that you have undergone certain trainings, seminars or courses and have passed certain examinations that prove how skillful you are in this field of finance. You have also met the standards that are set by a certain financial planning association. Having a CFP after your name can make clients trust you as that’s what they are looking for. You are equipped with knowledge, skills and values to assess, analyze, create plans and present some options work on these plans. And, though as easy as it may sound, it’s not. It will take a lot of time and effort before you get your own Certified Financial Planner certification. But, the good thing is that once you’re done with all these things, you’ll never go back again. You will have a new life, a new (and better) career and will be one step closer a successful life as a whole.

Now, depending on how you manage your services, you can gain as much client as you want. Or, you can also choose to be part of a huge company and work there full time. The bottom line is that you will be in a good place with a higher paying position. Along with it is a higher and more serious responsibility. There should be no room for error as one wrong decision can bring everything down. But with the skills you already have, it’s not that hard to perform. Financial planners are in charge of assessing their client’s or company’s financial status. They should gather as much information and data as possible. Then they will make an analysis of it which will then be led to creating financial plans. It does not end there though; they will also create some steps on how to apply these plans.

If you’re a graduate of any 4 year finance or business related course, it’s great to get a Financial Planner Certification. It will boost your career to new heights and it will really bring more color to your life as well. Learn how  financial planning association  will help you reach this status.

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.

Taking A Certified Financial Planner Training

A highly credible Certified Financial Planner is someone who was able to undergo a series of trainings that can help strengthen his or her career. Since we are specifically talking about high credibility then that would be mean able to undergo series of Certified Financial Planner Training that could help one’s career.
The financial services industry is a highly regulated sector and with that it is important that financial professionals must maintain and continue to be suitable to the respective positions they hold in the industry. That can be achieved if you will undergo a Certified Financial Planner Training. 

Training programs apply to all sectors of the financial services industry and that includes the financial planning sector. Training and development programs are being given in order to ensure that all financial professional stay current and up to date to any changes and development that is taking place in the financial services industry. This would also ensure that financial professionals in this industry remain and continue to be suitable to the positions that they hold on to.
Certified Financial Planners are one of the most in demand financial professionals that is why it is important that they are well knowledgeable and skilled in all aspects of financial services. In any level of acquiring and developing knowledge undergoing the right training is vital. Training programs are the best way for you to enhance your skills. Through undergoing training you will be able to safely practice trial and errors in applying the knowledge that you have acquired in your years of study. This is also a good way to keep you motivated and updated with regards to the new techniques and discoveries on financial planning process.

 Knowledge and skills are both very important in the financial services industry. As a financial professional it is vital that you are a well knowledgeable and skilled professional for you to succeed in this industry. The finance world is a very competitive industry that is why it is important that you take extra measures to further your career and that it attainable if you will trainings.
Taking CFP trainings are very beneficial to your career. As a matter of fact this can do a lot to your career growth. Such training program could help one become more persistent, determined, passionate, competent, instil discipline and more knowledgeable in his area of expertise. This serves an investment wherein you will take benefit from the knowledge and added learning you can get that will be for the betterment of your financial planning career. Being able to take financial trainings and gain added credentials on it can give you an opportunity to enhance your financial planning skills.
So if you are really after career growth and enhancement taking the necessary trainings is a must for you to succeed even more in the financial services industry.

In this article you will know the importance of taking Certified Financial Planner training and how beneficial this is to your financial planning career. Find out more about the Certified Financial Planner training by visiting the  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.

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.