In achieving the prestigious Certified Financial Planner Certification you must successfully pass the Certified Financial Planner Certification Examination.
1. What Are The CFP Certification
Requirements?
Completing The CFP Certification Requirements
2. In achieving the prestigious Certified Financial
Planner Certification you must successfully pass the
Certified Financial Planner Certification Examination.
As we all know the Certified Financial Planner
Certification is the designation awarded to those
financial planners and other professionals who were
able to complete the formal CFP course program
and successfully passed the Certified Financial
Planner Certification Examination.
3. However, for you to take such exam it
is important that you are able to
complete all the CFP Certification
requirements given by the Certified
Financial Planner Board of Standards
or commonly known as the CFP
Board.
4. The Certified Financial Planner Exam is
administered by the Certified Financial
Planner Board of Standards and it covers
almost a hundred if topics that covers the
fields of financialplanning and financial services. It
covers over a hundred of financial
planning and financial services
topics.
5. So generally it covers all aspects of financial
services. Passing this certification exam is very
important because this will serve as an assessment
test that will gauge all your knowledge,
understanding, learning and skills in all fields of
financial services. But like what I mentioned earlier
there are set requirements that you must comply
with in order for you to qualify on taking the exam.
6. Here is the CFP Certification requirements that
you need to complete before you can take the
Certified Financial Planner Exam:
1. You have to meet 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.
7. 2. You have to complete the formal Certified Financial
Planner course program wherein you are ask to take
special course subjects that are vital in the financial
services.
8. The following are the special courses:
Fundamentals in Financial Planning Program
Insurance Planning Program
Investment Planning Program
Income Tax Planning Program
9. The following are the special courses:
Estate Planning Program
Employee Benefits Planning Program
Retirement Planning Program
Case Study in Financial Planning Program
Capstone Case in Financial Planning Program
10. It is very important that you have a good review on
these subjects because majority of the exam
questions will come from it. If you were able to have
a good discussion on it then you will get the whole
picture of what financial services is all about. In that
way you will no longer have a hard time passing the
certification exam.
11. 3. You must complete the three years full time work
experience as a financial planner, assistant financial
planner or any career related in the financial services
industry. As ironic as it may sound but the only way for
you to earn your license is through working without it
at first.
12. 4. You must also submit to a full background check so
that the CFP Board will know if you have any legal
issues that should be settled before getting in to the
industry.
5. You have to adhere closely to the Code of Ethics set
by the CFP Board.
13. You can learn more about this by visiting
www.financialplannerprogram.com.