CFP CERTIFICATION

By receiving the Certified Financial Planner Certification Designation from the Certified Financial Planner Board of

Standards is the best way for you to be set apart from other financial planners. Anyone can be a financial planner but not

everyone is a Certified Financial Planner.

The Certified Financial Planner Certification is the designation awarded by the Certified Financial Planner Board of Standards to those individuals who were able to complete

all the requirements and at the same time successfully passed the Certified Financial Planner Certification

Examination. This is a post graduate certification earned by those professionals who wish attain a better and stronger

career in the financial planning sector. These are also individuals who aim to further their career, broaden their

knowledge, improve their skills, apply for a higher or different job position, get better salary compensation and

most of all keep up with the standards of the financial services industry.

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 in order for you to start and practice and

independent career in the financial planning sector and at the same time as a member of the financial services industry. Holding such credential will certainly make a big difference in your financial planning career. This can really help you set forth a strong and solid career in both the financial planning

sector and the financial services industry.

For you to earn the CFP Certification it is important that you complete all the requirements that are set by the Certified

Financial Planner Board of Standards (CFP Board). 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. Aside from that

you also have to complete the formal CFP course program wherein you must take special course topics that are significant

in financial services. The special course topics are the following:

General Principles of Financial PlanningInsurance PlanningInvestment PlanningIncome Tax PlanningRetirement PlanningEstate PlanningEmployee Benefits PlanningCase Study in Financial Planning

Another requirement that you must 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 working experience you must then submit to a full back ground check so that the CFP

Board can check if you have legal issue. And lastly, you have to closely adhere to the Code of Ethics set by the CFP Board. Once you get to complete all the requirements you are now qualified to apply and take the Certified Financial Planner

Certification Examination. Passing this exam is the only way for you become a Certified Financial Planner professional.

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to get more useful information.