Friday 19 December 2014

Why Should You Earn A Certification Financial Planner?

If you aim to have a strong and solid career in the financial services industry then you must earn yourself added credentials that can make you on top of the game. Yes, you’ve hear me right, you must earn yourself credentials that can surely boost up your financial planning career. What I am talking about is the prestigious certification financial planner.

A Certified Financial Planner Certification is a designation awarded by the Certified Financial Planner Board of Standards 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.

The CFP Certification is definitely your key to success in this highly competitive industry. With this strong credential you will be able to set a good impression to your potential clients and employers because this would imply that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in order for you to practice and independent career and at the same time as a member of the financial services industry. Therefore, becoming a Certified Financial Planner will really boost up your financial planning career. Success is indeed within your reach once you will become a Certified Financial Planner (CFP) professional.

So how can you earn a certification financial planner? There are various requirements that are set by the CFP Board that you have to complete in order for you to qualify in taking the Certified Financial Planner Certification Examination. 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 CFP course program wherein you are required to take special courses that will give full focus on the following course topics: Fundamentals in Financial Planning, Investment Planning, Insurance Planning, Income Tax Planning, Estate Planning, Retirement Planning, Employee Benefits Planning, and Case Study Presentation in Financial Planning and Capstone Course in Financial Planning.

On top of that you must also complete a three years full time working experience as a financial planner, assistant financial planner or any career related within the financial services industry. As they say the only way for you to get certified is to first work without a license. After completing both the educational qualifications and working experience you must then submit to a full background check so that the CFP Board will know if you have any legal issues that needs to be settled before entering the industry. And lastly, you have to adhere closely to the Code of Ethics set by the CFP Board.

Know how can earning a Certification Financial Planner change your career for the better. To understand more about the certification financial planner you can go to and learn more about the CFP  certification.

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