cfp certification
TRANSCRIPT
CFP CERTIFICATION
The financial services industry value career excellence and for you to attain this you must have the right credentials to back you up. One of the greatest
achievements you can have in the finance world is earning the Certified Financial Planner Certification
(CFP).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.
The prestigious CFP Certification is a post graduate certification that is earned by professionals who wish
attain a better and stronger career in the financial planning sector. These are also professionals who aim to
take their career further, 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. By having such strong credential you will be able to set a good impression to your potential clients and
employers because this would imply that you were able to earn the highest level of professionalism, competency and ethical practices that are vital in order for you to practice
an independent career in the financial planning sector and at the same time as a member of the financial services
industry.
With this certification you will be able to set forth a strong and solid career in the finance world. So if you are interested in becoming a Certified Financial
Planner it is very important that you comply with all the requirements set by the Certified Financial Planner Board of Standards, Inc. (CFP Board). You have to
meet their educational qualifications that will require you to have a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. It may not matter what major you had but it would be of your advantage if you have an educational background in the fields of finance, accounting, management and economics. In fact the more knowledgeable you
are these fields will surely make it easier for you to go a long way in the financial services industry.
Aside from that you must also complete the formal CFP course curriculum wherein you are required to take special course subjects that are vital in the field
of financial services. By taking this course program you will be able to gain the knowledge, understanding, learning and skills that you need to help you pass the
CFP certification exam.
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
On top of 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.
Please do visit http://www.greeneconsults.com/ to get more useful information.