The Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete the formal CFP course program and successfully passed the Certified Financial Planner Exam. The Certified Financial Planner Certification Examination is a post graduate certification exam taken by those financial planners and other professionals who aim to strengthen their career, take their career further, broaden their knowledge, enhance their skills, apply for a higher or different job position, get better salary compensation and most of all keep up with the present standards of the financial services industry. This is an assessment exam that will gauge all your knowledge, learning and skills in all fields of financial services.

1. CERTIFIED
FINANCIAL
PLANNER EXAM

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

3. The Certified Financial Planner Certification
Examination is a post graduate certification exam
taken by those financial planners and other
professionals who aim to strengthen their career,
take their career further, broaden their
knowledge, enhance their skills, apply for a
higher or different job position, get better salary
compensation and most of all keep up with the
present standards of the financial services
industry. This is an assessment exam that will
gauge all your knowledge, learning and skills in
all fields of financial services.

4. The CFP Exam is administered by the Certified Financial
Planner Board of Standards. This covers around a
hundred of financial services topics. It basically covers all
areas of financial services. This is a 10 hour exam that is
given in 2 consecutive days. It will be given in a four-hour
session on Friday and two 3-hour sessions on Saturday.
The exam is consists of 285 multiple choice questions with
one case study per session. The total number of questions
that is related to case studies usually varies from one
exam to another. But approximately 20% of the exam
consists of case study questions.
The reference for the passing score is that the performance
is being measured according to a set level of required
competency rather than the scores of the other examiners
who took the same exam. This is done in order to prevent
any advantages or disadvantages that might occur when
past exams were of lower or higher difficulty.

5. For you to qualify in taking the Certified Financial
Planner Exam there are various requirements that is set by
the Certified Financial Planner Board of Standards that
you must complete. 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. Aside from that you also
have to complete the formal CFP course program wherein
you have to take special courses such as Fundamentals of
Financial Planning, Estate Planning, Employee Benefits
Planning, Insurance Planning, Income Tax Planning,
Investment Planning, Retirement Planning, Case Study in
Financial Planning and Capstone course in Financial
Planning.

6. Another requirement that you have to complete is the
three years full time working experience as a financial
planner, assistant financial planner or any career
related in financial planning. It is very important that
you have this minimum of three years working
experience because this would imply that aside from
your financial education you also have a practical
experience that will back you up in the career that
you want to pursue. After completing both the
educational qualifications and working experience
you must then submit to a full background check so
that the CFP Board can check if you have any legal
issues. And lastly, you must adhere closely to the
Code of Ethics set by the CFP Boards.
Passing this exam will earn your the strongest
designation that a financial planner can have!

7. Check out
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financial planner there is.