becoming one of the experts financial planner

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Page 1: Becoming One Of The Experts Financial Planner
Page 2: Becoming One Of The Experts Financial Planner
Page 3: Becoming One Of The Experts Financial Planner

The Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete all the requirements set by the Certified Financial Planner Board of Standards, Inc (CFP Board) and that includes passing the Certified Financial Planner Certification Examination.

Page 4: Becoming One Of The Experts Financial Planner
Page 5: Becoming One Of The Experts Financial Planner

Owning the CFP certification can do a lot to your financial planning career considering that the financial planning sector is one of the most sought after field in the finance world. The CFP certification is a post graduate certification that is earned by those individuals who want to further their career, broaden their knowledge, enhance their skills, apply for a higher or different job position, get a better salary compensation and keep up with the standards of the financial services industry. With this certification is the smartest way for you to be set apart from other financial planners.

Page 6: Becoming One Of The Experts Financial Planner
Page 7: Becoming One Of The Experts Financial Planner

For you to set forth a strong career in the financial planning sector it is important that you earn added credentials and certification that will help strengthen your career. Through the Certified Financial Planner Certification you will be able to be set apart from other financial planners. This can set you apart from other financial planners because this would imply to your potential clients and employers that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in the financial services industry.

Page 8: Becoming One Of The Experts Financial Planner
Page 9: Becoming One Of The Experts Financial Planner

In order for you to earn the CFP certification there are certain requirements that is set by the Certified Financial Planner Board of Standards that you have to comply with. 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. It would be a plus point on your part if you have a strong background in finance, accounting, management, marketing, ethics and economics. 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.

Page 10: Becoming One Of The Experts Financial Planner

These are the following special course subjects that you have to take:

Fundamentals in Financial Planning

Estate Planning

Employee Benefits Planning

Case Study in Financial Planning

Insurance Planning

Income Tax Planning

Investment Planning

Retirement Planning

Page 11: Becoming One Of The Experts Financial Planner
Page 12: Becoming One Of The Experts Financial Planner

Another requirement that you have to comply with is the three years full time work experience as a financial planner, assistant financial planner or any career related in the financial services industry. After completing both the educational qualifications and the working experience you must then submit to a full background check so that the CFP Board will know if you have any legal issues. And lastly you must closely adhere to the Code of Ethics that is set by the CFP Board.

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By becoming a Certified Financial Planner you will regarded as one of the experts financial planner. You will definitely become a more marketable financial professional.

www.greeneconsults.com