earning a cfp certification
TRANSCRIPT
![Page 1: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/1.jpg)
The CFP Certification
Earning A CFP Certification
![Page 2: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/2.jpg)
In the financial planning sector they value a lot highly credible professionals. That is why financial planning professionals are very much encouraged to take their careers further by earning added credentials that can boost up their careers. One of the best designations that they can earn is the Certified Financial Planner Certification.
![Page 3: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/3.jpg)
The Certified Financial Planner Certification is the designation awarded to those professionals who were able to complete the formal CFP course program and successfully passed the Certified Financial Planner Certification exam.
![Page 4: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/4.jpg)
The CFP Certification is a post graduate certification that is usually earned by financial planners as well as other professionals who wish to take on a leading and stronger career in both the financial planning sector and the financial services industry.
![Page 5: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/5.jpg)
This is also earned by professionals who want to
take their financial planning career further, apply for a
higher or different job position as well get better
job opportunities and at the same time earn higher
salary compensation.
![Page 6: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/6.jpg)
And to top it all this is also earned by individuals who
want to broaden their financial knowledge, refine their skills in all aspects of financial services
and most of all keep up with the present standards of the
financial services industry.
![Page 7: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/7.jpg)
By becoming a Certified Financial Planner you will be able to imply to your potential clients and employers that you were able to earn a high level of professionalism, competence,
excellence and ethical practices that are vital in order for you to establish your own practice in the financial planning sector and at the same
time as a member of the financial services industry.
![Page 8: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/8.jpg)
Therefore, earning the CFP Certification is indeed the best thing
that can set you apart from other financial planners thus boosting up
your credibility as a financial planning professional.
![Page 9: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/9.jpg)
To become a Certified Financial Planner you must then comply with all the requirements
given by the Certified Financial Planner Boards. 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.
![Page 10: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/10.jpg)
It does not matter what major you have but it would be better if you
have a strong educational background in fields of finance,
business, economics and management.
![Page 11: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/11.jpg)
You must also complete the formal CFP course program wherein you are required to take special course subjects that are vital in financial services. These special course subjects are also very helpful in
order for you to pass the Certified Financial Planner Certification
Examination.
![Page 12: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/12.jpg)
Here are the following special course subjects that you must take:
• Fundamentals in Financial Planning Program
• Insurance Planning Program• Investment Planning Program• Income Tax Planning Program
![Page 13: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/13.jpg)
Here are the following special course subjects that you must take:
• Estate Planning Program• Employee Benefits Planning
Program• Retirement Planning Program• Case Study in Financial Planning
Program
![Page 14: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/14.jpg)
On top of the important educational qualifications you also have to
comply with the three years full time work experience as a financial
planner, assistant financial planner or any career related in the financial
services industry.
![Page 15: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/15.jpg)
After completing both the educational qualifications and the working experience
you must then submit to a full background check so that the CFP Board can check if you have any legal issues that needed to
be addressed properly. And lastly, you must then closely adhere to the Code of
Ethics that is set by the CFP Board.
![Page 16: Earning A CFP Certification](https://reader036.vdocuments.us/reader036/viewer/2022081520/587a68311a28ab8a2a8b5ce1/html5/thumbnails/16.jpg)
Know about earning the CFP Certification and how much it can
help in the betterment of your financial planning career. Find out more about the CFP Certification
by visiting and learn more on becoming a CFP
professional.