What is a financial planner career? Who are these highly acknowledged financial planners? Financial planners are one of the most in demand professional in the financial services industry. A financial planner is a financial professional who helps individuals who are in need of financial assistance by developing an effective and productive financial plan that can help them achieve their lifelong goals.
With the high demand for financial planners the competition in this industry is starting to increase. The financial services industry is a highly competitive sector and the only way for you to stand strong and keep up with other financial professionals is by having a strong and solid career. The best way in order for you to stand strong amidst the tight competition within the financial planning sector is by having a certification financial planner. Anyone can be a financial planner but not everyone is certified.
Becoming a Certified Financial Planner is the smartest move that you can make for your financial planning career. A Certified Financial Planner certification is the designation awarded to those individuals who were able to complete the formal CFP course program and most of all successfully passed the Certified Financial Planner Certification Exam. This is a post graduate certification exam that is taken by individuals who want to further their career, apply for a higher or different job position, get a better salary compensation, broaden their knowledge, enhance their skills and keep up with the standards of the financial services industry.
By having a certification financial planner you will be able to be set apart from other financial planners because this would imply to your potential clients and employers that you were able to earn the highest level of competency, professionalism and ethical practices that are important in the financial services industry. That is why becoming a Certified Financial Planner can do a lot to your career in the financial services industry.
So that you will be able to earn a certification financial planner and become a Certified Financial Planner you have to complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). You have to complete the educational qualifications wherein you have 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 are also require to complete the formal CFP course program wherein you have to take special course topics that are vital in financial services.
Here are the following special course topics that you must take:
- Fundamentals in Financial Planning
- Estate Planning
- Employee Benefits Planning
- Income Tax Planning
- Insurance Planning
- Investment Planning
- Retirement Planning
- Case Study in Financial Planning
Another requirement that you have to complete is a three years full time work experience as a financial planner or any career related in financial services. 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. Once you get to complete all the requirements you are now qualified to apply and take the CFP certification exam.
Know what can a certification financial planner do for your financial planning career. To understand more on earning a certification financial planner you can go to and learn more about financial planning career.
With the high demand for financial planners the competition in this industry is starting to increase. The financial services industry is a highly competitive sector and the only way for you to stand strong and keep up with other financial professionals is by having a strong and solid career. The best way in order for you to stand strong amidst the tight competition within the financial planning sector is by having a certification financial planner. Anyone can be a financial planner but not everyone is certified.
Becoming a Certified Financial Planner is the smartest move that you can make for your financial planning career. A Certified Financial Planner certification is the designation awarded to those individuals who were able to complete the formal CFP course program and most of all successfully passed the Certified Financial Planner Certification Exam. This is a post graduate certification exam that is taken by individuals who want to further their career, apply for a higher or different job position, get a better salary compensation, broaden their knowledge, enhance their skills and keep up with the standards of the financial services industry.
By having a certification financial planner you will be able to be set apart from other financial planners because this would imply to your potential clients and employers that you were able to earn the highest level of competency, professionalism and ethical practices that are important in the financial services industry. That is why becoming a Certified Financial Planner can do a lot to your career in the financial services industry.
So that you will be able to earn a certification financial planner and become a Certified Financial Planner you have to complete all the requirements set by the Certified Financial Planner Board of Standards (CFP Board). You have to complete the educational qualifications wherein you have 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 are also require to complete the formal CFP course program wherein you have to take special course topics that are vital in financial services.
Here are the following special course topics that you must take:
- Fundamentals in Financial Planning
- Estate Planning
- Employee Benefits Planning
- Income Tax Planning
- Insurance Planning
- Investment Planning
- Retirement Planning
- Case Study in Financial Planning
Another requirement that you have to complete is a three years full time work experience as a financial planner or any career related in financial services. 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. Once you get to complete all the requirements you are now qualified to apply and take the CFP certification exam.
Know what can a certification financial planner do for your financial planning career. To understand more on earning a certification financial planner you can go to and learn more about financial planning career.
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