How Important Is Earning A Financial Planner Certification?

In the financial planning sector it is vital that you get certified in order for you to stand strong in this industry. The finance world is known for having top qualified financial professionals because in this industry it is important that you have certifications that can help boost up your career.

The financial planning sector is known to be a highly competitive field. You have to be a well knowledgeable and skilled professional if you want to stand strong in this sector. The increasing numbers of financial planners is high thus, making the competition within this sector really close. For you to stand strong and keep up amidst the tight completion you must earn a financial planner certification.

A Certified Financial Planner Certification is a designation awarded to those financial planners or professionals who were able to complete all the requirements set by the Certified Financial Planner Board of Standards. The CFP 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.

So that you will be able to earn the prestigious financial planner certification and achieve your goal of becoming a Certified Financial Planner you have to complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). You have to complete the educational qualifications wherein you have earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. It would be a plus part on your part if you have a good educational background in the fields on finance, management, accounting and economics. Aside from that you are also require to complete the formal CFP course program wherein you have to take special courses that are vital in financial services. These special course topics are your tool in order for you to pass the Certified Financial Planner Exam.
Here are the following courses that you must take:
1.    Fundamentals in Financial Planning
2.    Insurance Planning
3.    Investment Planning
4.    Income Tax Planning
5.    Estate Planning
6.    Retirement Planning
7.    Employee Benefits Planning
8.    Case Studies In Financial Planning
9.    Capstone Course In Financial Planning
Another requirement that you must complete is the 3 years full time working experience as a financial planner, assistant financial planner or any career related in the financial services industry. It is important that you complete the working experience in order for you to practice as a CFP professional. After completing both educational and working requirements you must then submit to a full background check to know if you have any legal issues and lastly, you have to adhere closely to the Code of Ethics set by the CFP Board.

Know how can earning a  financial planner certification boost up your financial career. To understand more about the financial planner certification you can go to and discover more on becoming a CFP professional.

How To Get Your Certification Financial Planner

Of all the other fields in the world these days, the finance world seems to be one that’s growing steadily. That’s the reason why if you are looking for a better career; take one of those finance related works. For instance, after graduating from any bachelor’s degree course, you can get certification financial planner. Financial planner certification is one promising job that would really make you land on a higher position and of course get a higher pay. But the entire process of getting the certification isn’t a walk in the park. It’s hard and there’s a reason why.

The certified financial planner board of standards makes sure that the CFP they produce are of high quality, equipped with values and more importantly developed ethics that are beneficial to any client or employer. So how can a person be a certified financial planner? First is that as we have mentioned earlier, he or she should be a graduate of any bachelor’s degree course or even higher. While any kind of course can be considered, it’s recommended that you have a degree in finance and business courses like accountancy. With this, you are presumed to already have ample knowledge on how the market works as well as other key terms in the finance industry.

Once you have completed the requirements, you can now start looking for an accredited financial planning school. For around 6 to 8 months, you will have to undergo classes that cover the principles of financial planning. The style of teaching varies depending on the schools that provide these courses but all the same, the topics are being regulated by the certified financial planner board of standards. Therefore, regardless of where you are, as long as the business school you are into is accredited by the said board of standards, you’ll receive the information that you ought to learn.

Now, not all of you might have the luxury to go into actual schools and these institutions are aware of this. To solve this matter, there are financial schools that offer online CFP courses for those who are not able to go to class rooms because of schedules and other conflicts. Yes, with the help of the internet you’ll be able to receive the same learning from the best mentors and eventually get through the next stage of your certification financial planner process.         
      
The final step is to take the certified financial planner examination. It’s a 10 hour rigorous test that will try out your skills in analyzing problems pertaining to financial planning. You simply have to try your best to pass this and once the results come in, you can already get your certification. You just have to follow the mandate of the board of standards for your continuing education. That’s it and you’re ready to face a new chapter of your life.

The article is all about how to pass and ge certification financial planner. It’s important that you get these designations to show how much you’ve learned and how skillful you are in that particular field of finance. Learn more about financial planner certification now.                           

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.

Why Go To Accredited College For Financial Planning

Financial planning association is in charge of producing and regulating certified financial planners in different places of the country. It’s a non-profit organization that seeks to promote the best quality of professionals that should work with top clients or any other clients for that matter. However, the best professional financial planners don’t start there; it goes from the very basic source like college for financial planning. Here they are trained well and developed on how to come out being the best on their work field. Listed below are the roads an individual should take before becoming full pledged CFP holder.

To start of being a certified financial planner, a person should have earned himself or herself a bachelor’s degree or even higher. Any course is accepted but financial planning association recommends that potential persons should have a background in accounting and finance. Teaching them to become certified financial planners will become easier as they already are familiar on how things work in the world of finance. They are also familiar with the terminologies that are being used. They know a lot of people who in the same industry and they know where they would go when they are in need.

After having the required bachelor’s degree, these persons should look for an accredited college for financial planning. It’s important to take note of the school in which these persons should go because the quality of training matters. Being a certified financial planner is tough. Without proper training, wrong analysis will be made which will lead to incorrect calculations and it will end up having your clients invest on wrong places. If that happens, it will be a total disaster and it would be a huge shame to the other financial planners who have worked hard to become successful in field.

Taking the financial planning school isn’t the end of the road. After learning all the basic and advanced concepts of financial planning, the potential candidate should use the remaining time for real life experience. The financial planning association requires a minimum of three years before taking a step forward. This is to expose him or her to the real world of financial planning. Books and theories are helpful but sometimes they can’t just teach you like real time experience does. Here you will be able to hone y our skills and test your limits until you become full of them.

Now, once you have the experience that’s needed all you have left now is to take the CFP exam. It’s a 10 hour rigorous test which will make sure that you have learned a lot and you already know how to use what you have learned even by just looking at case studies. You will just have to analyze them, make calculations if needed and answer the questions. Getting through all these obstacles can actually change your life and in the end, you will just land on a better and higher paying job. Take this amazing challenge now. Be great.

Financial planner association  is the best source for knowing the best CFP’s out there. Allow them to help you get the better of your future especially in your finances. Look for the best college for financial planning 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.

Getting To Know More About Certified Financial Planner Exam

A CFP or a certified financial planner is a person who’s being hired to prepare certain financial plans for different people or clients for that matter. CFP’s of course have financial planner certification which makes them qualified to assist their clients in a number of ways which ranges from their personal finances up to their professional finances. They are even qualified to handle their client’s real estate plans. You can only become one if you pass the certified financial planner exam which you will learn later.

If you have plans to become a certified financial planner, it’s important that you follow certain requirements that are being promulgated by the official governing body called the Certified Financial Planner Board of Standards. As they title implies, they are the ones who are setting the standards when it comes to financial planning. Their aim is to produce high quality and high caliber certified financial planners to ensure the success of their clients. If you have poor financial planning, chances are, your wealth will boil down to zero before you even reach your retirement age. But in the hands of the best financial planners, your money will just grow and by the time you need to withdraw your cash to live out the remaining years of your life, you are free. It’s the future we always want and it’s better to start today while we are still young.

Candidates for the financial planner course must first earn their bachelor’s degree in any course but the most recommended ones are from finance and business related courses. Even lawyers and engineers can take the same course as long as they have the skills necessary to become a certified financial planner. Master’s degree is even better as you will now have a higher level of understanding on different matters with regards to financing and business. Things will become easier as you have undergone it or may be familiar with it.
The next worry is your training. Certain business schools are offering CFP training courses but not all are good. You have to pick the ones that are accredited by the board of standards. They aim for the quality so they make sure the training ground is filled with high caliber mentors and standards of education. Financial planning is as hard as a rock but if you learn from accredited schools, you’ll notice that everything will become easier. You will have this course roughly about 6 to 8 months. What you will do then is to gather experience from the real world.

Theories might be enough but if you’re not familiar with the reality that surrounds the finance industry, it’s just nothing. Therefore, you have to train from actual financial planners until you are ready to take examinations for yourself and once you have passed the certified financial planner exam, you’re ready to face the world on your own. Get your financial planner certification now.

Financial planner certification  is an important paper that will catapult your career into new heights. With proper training and preparation, you will easily pass the certified financial planner exam  and become successful with your new found career. Learn more from this 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 Planner Certification, Your Leverage To A Higher Career

If there’s one thing that makes the world go round, it’s money. We have to face this reality. Without cash to burn, we won’t be able to do the things we want to do. We won’t enjoy the comfort that we deserve and we can’t even eat the foods we want. It’s just hard to move around without something to buy them for. Sadly, that’s the sickness of the modern people.

Because we are too fund of buying stuff left and right, we tend to over-spend and leave nothing for tomorrow. It’s just a small scale of what’s going to come in the future. Without proper management of money, all people will retire poor and for sure, none of you want that. You shouldn’t wait until you’re in the fifties before thinking about saving up for the future, stop overspending and think about the things you want to invest on. Make your money grow and live a financially free life.

Of course, not all of us are experts with regards these matters. With regards to this, it’s important to learn from people who know everything with regards to the movement of finances. These professionals are called certified financial planners. But, you just can’t get any of them; you need to make sure that they have a financial planner certification. Designation or certification is a very important document for professionals to have. It’s a proof that they have undergone a very rigorous training and skills development before taking the certified financial planner exam and officially getting the certification.

Before a person becomes a certified financial planner, he or she should follow certain requirements. These requirements are established by the financial planner board of standards. One of them is to have a bachelor’s degree. You can take any kind of course but having a background in finance or business. Financial planning is a very serious work and every detail should be looked at. One wrong move and it could end up in failure. Background in finance simply means that you already know the movement of the economy, how businesses run and of course the state of the modern market. Another purpose why educational background matters, is that he is very much familiar with the terminologies and jargons of the finance industry.

Another requirement before taking the certified financial planner exam is undergo training from accredited schools.  Remember to enroll only at the best schools that offer these courses. This is to ensure that you have the quality training and skills development. Skills are necessary if you take on this career because you will be exposed to different situations as well as other problems. You should find ways to get out of this and eventually find means to create plans for your client.
It’s hard to become a financial planner but if you are capable and ready for the challenges, you can try and put your career on its height.

Financial planner certification, it’s a very important factor that one must look for before engaging in financial management. Enjoy your future the way you want it by starting right. Learn how to pass the certified financial planner exam 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.

College For Financial Planning – How To Prepare For It

You should look at financial planning as a holistic one and that’s the bottom line. This has also become an expectation to many. Not long ago, there were actually a lot of sections like banks, brokers and more. Depending on the needs of a person, he had to get the help of a certain banker or an agent. But then again, as they say, the mother of invention is necessity and this is where the field of financial planning began. People needed a person or a professional to cater all their needs especially for their children’s education, their retirement, emergencies and other investments. With the help of a financial planner, all these matters will be organized so that all your resources will be placed in proper order and even make it grow. This would also cover some more things like decreasing your taxes, retirement benefits and more.

These professionals are coming from the best college for financial planning and they have been prepared for it for an ample amount of time. They have met every requirement set by the board of standards and have gotten their certification financial planner courses from the finest accredited business schools in the country. There’s no room for worries because these guys are holding on to the values that have been implanted to them.

They can establish healthy relationship with their client and are able to gather data, analyze his client’s existing financial resources and evaluate his financial status. And then comes the most important part which is planning a sound financial strategy. He will also teach his client’s on how to properly execute these strategies as well as monitor the level of growth of the funds. He (the certified financial planner) is also expected to give a very good advice on certain investments and savings.

When you speak of financial planning, it’s actually a process and it’s usually strategized and implemented. It holds a lot of stages from the meeting of the CFP and the client where they develop an understanding and knowledge of one another until they become comfortable with each others company.  Then the planner would gather as much information that he needs with regards to this particular client’s finances and the client must obey this for things to become more accurate. After gathering the data, financial planners are to analyze and then in the end, create plans for the client to follow.

It may look so simple but the tasks involved have huge implications. One miscalculation and mistakes will happen and you don’t want that for your client. That’s the reason why a candidate of CFP must be properly trained from the best college for financial planning and get his certification financial planner.

A fruitful career of a financial planner starts with the College for Financial Planning. The way he is trained will have a huge impact on his future in this particular field. Therefore, choose the best school now to get your Certification Financial Planner.

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.

The Certified Financial Planner Exam

  The Certified Financial Planner certification is the designation awarded to those individuals who were able to complete the formal CFP course program and most of all successfully passed the Certified Financial Planner Certification Exam.

The CFP exam is known as an assessment test that will gauge your learning in all aspect of financial services. Aside from that this exam will also gauge your knowledge and skills on how you will apply what you have learned once you are placed in a real life financial situation. This is the reason why the Certified Financial Planner Exam is said to be the most challenging exam in the financial services industry.

The Certified Financial Planner exam is administered by the Certified Financial Planner Board of Standards and it covers almost a hundred if topics that cover financial planning field as well as all aspects of financial services. This includes the investment planning, insurance planning, income tax planning, estate planning, retirement planning and many more.

This is a 10 hours exam that is divided in two days. During the first day you will take the exam for 4 hours then on the second day it will be divided into 2 three hours session. There will be about 285 test questions that will cover all areas of financial planning as well as financial services field. The total number of questions that is related to case studies usually varies from one exam to another. But approximately 20% of the exam is consists of case study questions. The reference for the passing score is that the performance is being measured according to a set level of required competency rather than the scores of the other examiners who took the same exam. This is done in order to prevent any advantages or disadvantages that might occur when past exams were of lower or higher difficulty.

For you to take the Certified Financial Planner Exam there are various requirements that is set by the Certified Financial Planner Board of Standards that you must complete. 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 CFP course program wherein you have to take special course topics such as 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. Taking these special courses is your key in passing the CFP exam.

Another requirement is that you must have a three years full time working experience as a financial planner, assistant financial planner or any career related in the financial services industry. And lastly, you have to agree and submit for a background check in order to see if you have any legal issues and most of all you have to adhere to the Code of Ethics set by the CPF Boards.

Know more about the  Certified FinancialPlanner Exam and what the exam is all about. Find out more about the Certified Financial Planner Exam by visiting and learn more aboutthe CFP profession.

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.

What Is A Certification Financial Planner?

Over the past years the need for financial planners increased because of the inconsistency in the business market and in the economy. A lot of people are now becoming more concern of their financial stability and security that in which prompted them to seek financial assistance from the financial services industry. This is when the role of a financial planner takes it place.
So, who are these financial planners? A financial planner is a financial professional that helps people with their financial needs through developing an effective and productive financial plan. One of the major roles of these professionals is to make sure that in every possible way they will be able to help their client’s achieve their lifelong goals.

Financial planners play a great role in the financial lives of many people and because of that it requires them to become highly credible and competent financial professionals. Through earning a certification financial planner this is very well achievable. So what is this certification? A Certified Financial Planner Certification is the designation awarded to those financial planners and other financial professionals who were able to complete the formal CFP course curriculum and able to successfully passed the Certified Financial Planner Certification Examination. The CFP certification is a post graduate certification exam that is taken by individuals who want to further their career, apply for a higher or different job position, get a better salary compensation, broaden their knowledge, enhance their skills and keep up with the standards of the financial services industry.
The Certified Financial Planner Designation will definitely set you apart from other financial planners and other professionals because this will imply that you were able to earn the highest level of competency, professionalism and ethical practices that are vital in the financial services industry. With the CFP certification you will be able to establish a strong and solid career in the finance world.

For you to earn the certification financial planner there are set requirements by the Certified Financial Planner Board of Standards that you have to complete. You have to complete all the educational qualifications wherein you must earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. It would be a plus point if you have a strong background in finance, accounting, management, marketing, ethics and economics. Aside from that you must also complete the formal CFP course curriculum wherein you are required to take special courses that are vital in financial services and at the same time helpful in order for you to pass the Certified Financial Planner Certification Examination. On top of the educational qualifications you are also required to complete a three years full time work experience as a financial planner, assistant financial planner or any career related in the financial services industry. After completing both educational qualifications and working experience you must now submit for a background check and adhere to the Code of Ethics set by the CFP Board.

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

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.