Monday, June 1, 2015

A High Qualified Financial Planner Professional

If you want to be a high qualified financial planner you must earn strong credentials that can change your financial planning career. Both the financial planning sector and the financial services industry are highly regulated sectors and with that means that the competition within this industry is extremely tough. That is why it is very important that you earn certifications that can boost up your career. To get straight to the point I am talking about the prestigious Certified Financial Planner Certification.


A Certified Financial Planner Certification is the designation awarded by the Certified Financial Planner Board of Standards to those individuals who were able to complete all the requirements and at the same time successfully passed the Certified Financial Planner Certification Examination.


The CFP Certification is the credentials earned by those professionals who wish attain a better and stronger career in the financial planning sector. These are also individuals who aim to further their career, broaden their knowledge, improve 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.

The financial services industry is one of the most regulated industries. This is the reason why it matters a lot that financial professionals must remain and continue to be qualified and suitable with their positions in the industry. In becoming a Certified Financial Planner you will be able to set forth a strong and solid career in both the financial planning sector and the financial services industry. With such strong credential you will surely be regarded as a high qualified financial planner thus making you a more marketable financial planning professional.

To achieve the CFP Certification and become a Certified Financial Planner you have to meet all the requirements set by the Certified Financial Planner Board of Standards. The educational tracks for the Certified Financial Planner Certification is earning a Bachelor’s Degree or higher from any field as long as it is from an accredited college or university. Aside from that you must also complete the formal CFP course program that will require you to take special course subjects that are vital in financial services.

Listed below are the special course subjects that you have to take:

  • -          Fundamentals in financial planning program
  • -          Insurance planning program
  • -          Income tax planning program
  • -          Investment planning program
  • -          Estate planning program
  • -          Employee benefits planning program
  • -          Retirement planning program
  • -          Case study in financial planning program


On top of that you are also required to have three years working experience as a financial planner, assistant financial planner or any career related in the financial services industry. After completing both the educational qualifications and working experience you must then submit to a full background check. And lastly, you must adhere closely to the Code of Ethics set by the CFP Board.

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