the cfp requirements set by the cfp board

The CFP Requirements Set By The CFP Board

Completing The CFP Requirements

Passing the Certified Financial Planner Certification Examination is the only way for you to earn the well respected Certified Financial Planner Certification.

Becoming a Certified Financial Planner is the highlight of your financial planning career that is why it makes a huge difference that you earn yourself with such prestigious designation.

However, in order for you to qualify on taking the CFP Certification Examination you have to comply with all the CFP requirements set by the CFP Boards.

But first of all let me briefly discuss the CFP Certification Exam first so that it will be easier for you to understand the requirements for it. The CFP Exam is administered by the Certified Financial Planner Board of Standards.

This is an assessment exam that will gauge all you learning in all fields of financial services.

This is a post graduate certification exam taken by those individuals who want to take their financial planning career further, boost up their career,

apply for a higher or different job position, earn higher salary compensation, broaden their knowledge and refine their skills in all fields of financial services and most of all keep up with the standards of the financial services industry.

So you see, passing this exam can really

change your financial planning

career for good.

Now let’s precede to the CFP requirements that you have to comply with. You have to complete all the set requirements mandated by the CFP Boards in order for you to qualify on taking the CFP Exam.

Enumerated below are the needed requirements:

• Meeting 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.

• Completing the formal Certified Financial Planner course program wherein you are required to take special course subjects that are vital in financial services. These special course subjects can be beneficial in order for you to pass the CFP certification exam.

• Here are the special course subjects that you have to complete:

Fundamentals in Financial Planning Program

Estate Planning ProgramEmployee Benefits Planning ProgramCase Study in Financial Planning

Program

Capstone Course in Financial Planning Program

Insurance Planning Program Income Tax Planning Program Investment Planning ProgramRetirement Planning Program

• Completing the three years full time work experience as a financial planner, assistant financial planner or any other job related to the financial services industry. The only way for you to earn your certificate is through practicing your profession first without your license. You must earn the needed practical experience first.

• Submitting to a full background check so that the CFP Board will know if you have any legal issues that should be addressed accordingly.

• Adhering closely to the Code of Ethics set by the CFP Board of Standards.