certified financial planner
DESCRIPTION
The financial services industry value career excellence and for you to attain this you must have the right credentials to back you up. One of the greatest achievements you can have in the finance world is earning the Certified Financial Planner Certification (CFP). Anyone can be a financial planner but not everyone is a Certified Financial Planner. A CFP designation is a professional certification mark for financial planners who was able to complete the formal CFP course and passed the Certified Financial Planner Certification Examination. This certification is awarded by the Certified Financial Planning Board of Standards. Check out http://financialplannerprogram.com for more information on how you come the most effective financial planner there is.TRANSCRIPT
CERTIFIED FINANCIAL PLANNER
The financial services industry value career excellence and for you to attain this you must have the right credentials to back you up. One of
the greatest achievements you can have in the finance world is earning the Certified Financial Planner Certification (CFP). Anyone can be a financial planner but not everyone is a Certified Financial Planner.
A CFP designation is a professional certification mark for financial planners who was able to complete the formal CFP course and passed
the Certified Financial Planner Certification Examination. This certification is awarded by the Certified Financial Planning Board of
Standards.
The CFP certification is a post graduate certification that is usually earned by those professionals who want to take their career further, apply for a higher or
different job position, get better salary compensations, broaden their knowledge, refine their skills and most of all keep up with the present
standards of the financial services industry. By becoming a CFP professional you will be able to imply to your potential clients and employers that you were
able to earn a high level of professionalism, competence, excellence and ethical practices that are vital in order for you to start your own practice in the
financial planning sector and at the same time as a member of the financial services industry.
So how can you earn such prestigious credential? What does it takes for one to own such strong certification? In order for you to earn the CFP certification
there are certain requirements that is set by the Certified Financial Planner Board of Standards (CFP Board) that you have to comply with. It is important
that you 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. It would be a plus point on your part 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 program wherein you are required to take special courses that are vital in financial services. Listed below are the special courses that
you have to take:
Fundamentals in Financial Planning Insurance Planning Investment Planning Income Tax Planning Estate Planning Employee Benefits Planning Retirement Planning Case Study in Financial Planning
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 and working requirements you must then submit to a full background check so that the CFP Board will know if you have any legal issues that should be
settled before getting in to the industry. And lastly, you have to adhere closely to the Code of Ethics set by the CFP Board.
Completing these requirements is the only way for you to qualify in taking the CFP Certification Examination.
Check out http://financialplannerprogram.com for more information on how you come the most effective financial
planner there is.