earning a cfp certification

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The CFP Certificati on Earning A CFP Certification

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Page 1: Earning A CFP Certification

The CFP Certification

Earning A CFP Certification

Page 2: Earning A CFP Certification

In the financial planning sector they value a lot highly credible professionals. That is why financial planning professionals are very much encouraged to take their careers further by earning added credentials that can boost up their careers. One of the best designations that they can earn is the Certified Financial Planner Certification.

Page 3: Earning A CFP Certification

The Certified Financial Planner Certification is the designation awarded to those professionals who were able to complete the formal CFP course program and successfully passed the Certified Financial Planner Certification exam.

Page 4: Earning A CFP Certification

The CFP Certification is a post graduate certification that is usually earned by financial planners as well as other professionals who wish to take on a leading and stronger career in both the financial planning sector and the financial services industry.

Page 5: Earning A CFP Certification

This is also earned by professionals who want to

take their financial planning career further, apply for a

higher or different job position as well get better

job opportunities and at the same time earn higher

salary compensation.

Page 6: Earning A CFP Certification

And to top it all this is also earned by individuals who

want to broaden their financial knowledge, refine their skills in all aspects of financial services

and most of all keep up with the present standards of the

financial services industry.

Page 7: Earning A CFP Certification

By becoming a Certified Financial Planner 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 establish your own practice in the financial planning sector and at the same

time as a member of the financial services industry.

Page 8: Earning A CFP Certification

Therefore, earning the CFP Certification is indeed the best thing

that can set you apart from other financial planners thus boosting up

your credibility as a financial planning professional.

Page 9: Earning A CFP Certification

To become a Certified Financial Planner you must then comply with all the requirements

given by the Certified Financial Planner Boards. You have to meet the educational

qualifications wherein you must earn a Bachelor’s degree or higher from any form

of discipline as long as it is from an accredited college or university.

Page 10: Earning A CFP Certification

It does not matter what major you have but it would be better if you

have a strong educational background in fields of finance,

business, economics and management.

Page 11: Earning A CFP Certification

You must also complete the formal CFP course program wherein you are required to take special course subjects that are vital in financial services. These special course subjects are also very helpful in

order for you to pass the Certified Financial Planner Certification

Examination.

Page 12: Earning A CFP Certification

Here are the following special course subjects that you must take:

• Fundamentals in Financial Planning Program

• Insurance Planning Program• Investment Planning Program• Income Tax Planning Program

Page 13: Earning A CFP Certification

Here are the following special course subjects that you must take:

• Estate Planning Program• Employee Benefits Planning

Program• Retirement Planning Program• Case Study in Financial Planning

Program

Page 14: Earning A CFP Certification

On top of the important educational qualifications you also have to

comply with the three years full time work experience as a financial

planner, assistant financial planner or any career related in the financial

services industry.

Page 15: Earning A CFP Certification

After completing both the educational qualifications and the working experience

you must then submit to a full background check so that the CFP Board can check if you have any legal issues that needed to

be addressed properly. And lastly, you must then closely adhere to the Code of

Ethics that is set by the CFP Board.

Page 16: Earning A CFP Certification

Know about earning the CFP Certification and how much it can

help in the betterment of your financial planning career. Find out more about the CFP Certification

by visiting and learn more on becoming a CFP

professional.