Showing posts with label Financial Planning Association. Show all posts
Showing posts with label Financial Planning Association. Show all posts

Thursday, January 29, 2015

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.

Friday, November 28, 2014

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.                           

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.


Wednesday, November 26, 2014

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.

Tuesday, November 25, 2014

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.

Friday, November 21, 2014

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.

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.

http://jmu.financialplannerprogram.com/


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.

Thursday, November 20, 2014

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.

Monday, November 17, 2014

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.

Thursday, November 13, 2014

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.

Friday, October 17, 2014

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.

Tuesday, October 14, 2014

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. 

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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.


Wednesday, October 8, 2014

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.


Monday, October 6, 2014

The Importance Of A Financial Planner Certification

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

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

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

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

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