Wednesday 17 December 2014

What Is A Certification Financial Planner?

The best way for you to stand strong and keep up amongst other financial planners is by getting certified. As what they always anyone can be a financial planner but not everyone is a Certified Financial Planner.
A Certified Financial Planner Certification is a designation awarded to those financial planners and other professionals who were able to complete the formal CFP course curriculum and successfully pass the Certified Financial Planner Certification Examination. The CFP Certification is a post graduate certification earned by those individuals who want to further their career, strengthen their career, apply for a higher or different job position, broaden their knowledge, refine their skills, get a better salary compensation and most of all keep up with the standards of the financial services industry.

In the financial services industry it matters a lot that you have the certifications and credentials that can help you stand strong and keep up with the standards if the industry. The Certification financial planner will help define your status in the financial services industry. In becoming a Certified Financial Planner will imply to your potential clients and employers that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in order for you to practice independently in the financial planning sector and at the same time as a member of the financial services industry.

The financial services industry is a highly regulated sector and with that means all financial professionals must remain and continue to be suitable to the positions they hold in the industry. With the certification financial planner you will be able ensure the industry that you are indeed qualified and suitable the position you have in the finance world. For you to become a Certified Financial Planner there are various requirements that is set by the Certified Financial Planner Board of Standards, Inc. that you have to comply with. 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 that will require you to take special course subjects that are vital in financial services.

Aside from that you must also complete the formal Certified Financial Planner course program wherein you have to take special course topics that are significant in the financial services industry. Here are the common special course subjects that you have to complete: fundamentals in financial planning, insurance planning, investment planning, income tax planning, estate planning, employee benefits planning, retirement planning and case study in financial planning.
Another requirement that you have to comply with is the three years working experience as a financial planner, assistant financial planner or any career related in financial services industry. After completing both the educational and working experience you must then submit to a full back ground check so that the industry can check if you have any legal issues. Then lastly, you must adhere to the Code of Ethics set by the CFP Board. Once you get to complete all the CFP certification requirements you are now qualified in taking the Certified Financial Planner Certification Examination.

Know about earning a certification financial planner and how this can help strengthen your career. Find out more about the certification financial planner by visiting and learn more about financial planning career.

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