cfp certification

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CFP CERTIFICATION

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Page 1: Cfp certification

CFP CERTIFICATION

Page 2: 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.

Page 3: Cfp certification

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.

Page 4: Cfp certification

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.

Page 5: Cfp certification

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 6: Cfp certification

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.