To become a successful financial planning professional then you must earn yourself additional credential that can boost up your career. It is very important that you have certifications that can strengthen your credibility and expertise.

2. To become a successful financial planning
professional then you must earn yourself
additional credential that can boost up
your career.

3. It is very important that you have
certifications that can strengthen your
credibility and expertise.

4. There is a tight competition amongst
financial planners and the best way for
you to stand strong is through getting
certified. Yes, becoming a Certified
Financial Planner (CFP) is the key to it.

5. The Certified Financial Planner Certification
is the designation awarded to those
individuals who were able to complete the
formal CFP course program and passed the
Certified Financial Planner Certification
Examination

6. Certified Financial Planner professionals
are licensed by the Certified Financial
Planner Certification Board of Standards
and at the same time members of the
Financial Planning Association.

7. CFP professionals help their clients in preparing
for their future through providing them with an
effective and productive advice regarding their
retirement, income tax, estate planning,
investments planning, insurance planning and
many more. Therefore, Certified Financial
Planner plays an important role in the lives of
many individuals.

8. Owning the CFP certification will imply
to your potential clients and
employers that you were able to earn
a high level of professionalism,
competency and ethical practices that
are vital

9. in order for you to have an independent
career in the financial planning sector and
at the same time as a member of the
financial services industry. We know for a
fact that anyone can be a financial planner
but not everyone is certified.

10. To earn the Certified Financial Planner
Certification you have to successfully pass
the CFP Certification Exam. This exam is
designed by the Certified Financial Planner
Board of Standards in order to assess your
ability

11. And integrate and broad base of
financial planning knowledge that is
applicable to real life financial
planning situations. For you to take
the said exam you have to comply with
all the requirements set by the CFP
Boards.

12. It is important that you meet their
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.

13. Aside from that you must also complete
the formal CFP course curriculum wherein
you are required to take special courses
that are vital in financial services. Listed
below are the special course subjects that
you have to complete as part of the CFP
course program:

14. 1. Fundamentals of Financial Planning
2. Insurance Planning
3. Income Tax Planning
4. Investment Planning
5. Estate Planning
6. Employee Benefits Planning
7. Retirement Planning
8. Case Study in Financial Planning

15. Another requirement is that you have to
complete the three years full time working
experience as a financial planner, assistant
financial planner or any career related in
the financial services.

16. After completing the educational and
working experience you have to
submit to a full background check and
lastly adhere to the Code of Ethics set
by the CFP Board.