The financial planning sector is one of the most in demand professionals in the financial services industry. This is why the competition within the financial planning sector is starting to increase. 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.
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. These are professionals who are licensed by the Certified Financial Planner Board of Standards and members of the Financial Planning Association.
This is a post graduate certification that is earned by those individuals who aim for betterment in their career in the finance world. These individuals take the Certified Financial Planner Certification Examination because they want to earn the prestigious CFP certification. Aside from that these individuals also want to further their career, broaden their knowledge, refine their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the present standards of the financial services industry. Therefore, becoming a Certified Financial Planner can do a lot to your career in the finance world. This will set forth a strong and solid career in financial services.
With the CFP certification you will be able set a good impression to your potential clients and employers because this will imply that you were able to earn the highest level of professionalism, competency and ethical practices that are important in order for you to practice your profession independently and at the same time as a member of the financial services industry.
To achieve your goal of becoming a Certified Financial Planner there are various requirements that is set by the Certified Financial Planner Board of Standards (CFP Board) that you have to complete. 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 must also complete the formal CFP course program that will require you to take special course subjects that are vital in financial services.
These are the following special course subjects that you have to take:
- Fundamentals in Financial Planning
- Insurance Planning
- Income Tax Planning
- Investment Planning
- Estate Planning
- Employee Benefits Planning
- Retirement Planning
- Case Study in Financial Planning
- Capstone Course in Financial Planning
Another requirement that you must comply with is the three years work experience as a financial planner or any career related in the financial services industry. After completing both 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 get to complete all the requirements you are now qualified to take the CFP certification Examination.
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. These are professionals who are licensed by the Certified Financial Planner Board of Standards and members of the Financial Planning Association.
This is a post graduate certification that is earned by those individuals who aim for betterment in their career in the finance world. These individuals take the Certified Financial Planner Certification Examination because they want to earn the prestigious CFP certification. Aside from that these individuals also want to further their career, broaden their knowledge, refine their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the present standards of the financial services industry. Therefore, becoming a Certified Financial Planner can do a lot to your career in the finance world. This will set forth a strong and solid career in financial services.
With the CFP certification you will be able set a good impression to your potential clients and employers because this will imply that you were able to earn the highest level of professionalism, competency and ethical practices that are important in order for you to practice your profession independently and at the same time as a member of the financial services industry.
To achieve your goal of becoming a Certified Financial Planner there are various requirements that is set by the Certified Financial Planner Board of Standards (CFP Board) that you have to complete. 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 must also complete the formal CFP course program that will require you to take special course subjects that are vital in financial services.
These are the following special course subjects that you have to take:
- Fundamentals in Financial Planning
- Insurance Planning
- Income Tax Planning
- Investment Planning
- Estate Planning
- Employee Benefits Planning
- Retirement Planning
- Case Study in Financial Planning
- Capstone Course in Financial Planning
Another requirement that you must comply with is the three years work experience as a financial planner or any career related in the financial services industry. After completing both 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 get to complete all the requirements you are now qualified to take the CFP certification Examination.
No comments:
Post a Comment