Friday 12 December 2014

Why Do You Need A Certification Financial Planner?

For you to become a credible financial professional you must earn the certification financial planner. 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 pass the Certified Financial Planner Certification Exam.

Becoming a Certified Financial Planner is the best thing that you can do in order for you to take your career further and at the same time strengthen your craft. The financial services industry is known to be a very competitive sector. With that being said requires financial professionals to be highly credible and competent in order for them to stand strong amidst the tight competition. That is why being a CFP professional you will be able to set forth a strong and solid career in the financial services industry.

A Certification Financial Planner is a post graduate certification earned by those individuals who aim to take their career further, strengthen their career, broaden their knowledge, enhance their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the standards of the financial services industry. By having the Certified Financial Planner Certification 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 important in order for you to start an independent career in the financial planning sector and at the same time as a member of the notable financial services industry.

In reaching your goal of becoming a Certified Financial Planner it is important that you complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). You must meet their 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. Your major is not that significant but it is of your advantage if you have a good educational background in the fields of accountancy, economics and ethics. On top of that you must also complete the formal CFP course program that will require you to take special course subjects that are important in financial services.
Here is the list of the special course subjects that you have to complete:
1.    Fundamentals of financial planning
2.    Estate planning
3.    Employee benefits planning
4.    Insurance planning
5.    Income tax planning
6.    Investment planning
7.    Retirement planning
8.    Case Studies In Financial Planning
9.    Capstone Course In Financial Planning
Another requirement that you have to comply with is the 3 years full time work experience as a financial planner, assistant financial planner or any career related in financial services. After you complete the educational qualifications and working experience you must then submit to a full background check so that the CFP Board can check if you have any legal issues that needed to be addressed accordingly. And lastly, you must adhere closely to the Code of Ethics set by the CFP Board.

In this article you will know about the certification financial planner  and how it can help your financial planning career. To understand more about the certification financial planner you can go to  and learn more about the CFP  certification.

1 comment:

  1. Gratitude for sharing this informative post. I am pleased to read this valuable post. Consulting professional wealth management experts is important if you want to invest your money in safe options. From one of top Las Vegas certified financial planners, got financial suggestions and really found those useful.

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