Becoming Experts Financial Planner

The financial services industry is a highly competitive industry and in order for you to stand strong you must earn yourself certifications that can give highlight to your financial planning career. What I am talking about is earning the prestigious Certified Financial Planner (CFP) Certification.

The Certified Financial Planner Certification is the designation awarded to those professionals who were able to complete the formal Certified Financial Planner Course Program and successful passed the Certified Financial Planner Certification Examination. This is a post graduate certification earned by those individuals who want to establish a long lasting career in the financial services industry. These are also professionals who aim to strengthen their financial planning career, get better job position and opportunities, change to another yet stronger career, broaden their learning and knowledge, refine their skills, earn better and higher salary compensation and most of all keep up with the standards of the financial services industry. By becoming a Certified Financial Planner you will definitely be classified as one of the experts financial planner.

Earning the CFP certification is greatly valued in the financial planning sector because this certification would imply to your possible clients and employers that you were able to earn a high level of ethical morals, professional excellence and competent practice that are significant in both the financial planning sector and especially the financial services industry. As a matter of fact this certification will help open more doors for you in the financial services industry. And with that better and brighter opportunities will surely come your way because you will be regarded as experts financial planner.

For you to achieve your goal of becoming a Certified Financial Planner you have to comply with all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). You must meet the educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline as long as you have earned it from an accredited school. It would be better if you have a good educational background in the fields of finance, accountancy, management and economics.  The more knowledgeable you are in a lot of area of studies the more it can help you succeed. 

You must also complete the formal CFP course curriculum wherein you are required to take special courses that are vital in financial services. By taking these special courses you will be able to gain the learning that can help you in passing the CFP Exam. A lot of the questions in the exam would come from these course subjects. Here are the special course subjects that you have to take:

1. Fundamentals in Financial Planning Program

2. Estate Planning Program

3. Employee Benefits Planning Program

4. Case Study in Financial Planning Program

5. Insurance Planning Program

6. Income Tax Planning Program

7. Investment Planning Program

8. Retirement Planning Program

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 experience you must now submit for a background check and adhere to the Code of Ethics set by the CFP Board.