Becoming
a Certified Financial Planner (CFP) is a life changing move in your financial
planning career. Anyone can be a financial planner but not everyone is a Certified
Financial Planner. A Certified Financial Planner Certification is the
designation awarded by the Certified Financial Planner Board of Standards once
you will be able to complete the formal CFP course program and at the same time
successfully pass the Certified Financial Planner Certification Examination.
The
Certified Financial Planner Certification is a post graduate certification
examination taken by financial planners as well as other professionals who have
the following reasons:
- 1. Further their financial planning career
- 2. Strengthen their career
- 3. Apply for a higher or different job position
- 4. Get better job opportunities
- 5. Earn higher salary compensation
- 6. Broaden their financial knowledge
- 7. Refine their skills in all aspects of financial services
- 8. keep up with the standards of the financial services industry
The
CFP designation is a globally acclaimed and well-known designation that a
financial planner can have. With this certification you will surely be able to
set forth a strong career in the financial services industry. One of the
educational qualifications for you to earn the Certified Financial Planner
Certification is to complete the Certified Financial Planner course curriculum
wherein you are required to special courses that are relevant in the financial
planning sector. Listed below are the special CFP courses that you have to
take:
- 1. Fundamentals in Financial Planning Program
- 2. Estate Planning Program
- 3. Retirement Planning Program
- 4. Employee Benefits Planning Program
- 5. Insurance Planning Program
- 6. Investment Planning Program
- 7. Income Tax Planning Program
- 8. Case Study in Financial Planning Program
The
Certified Financial Planner course is organized by the CFP Board to ensure that
an in depth and thorough training will be provided in all aspects of financial
services. This is done in order to make sure that topics such as financial
planning, insurance planning, investment planning and other financial services
will be discussed in all details. Aside from that through taking the Certified
Financial Planner Course Program you will be able to learn the basic
principles, rules and regulations of personal investments, lifecycle planning,
educational planning and funding and also the right way of investing through
the use of monetary arrangements. On top of that you will also learn the
fundamentals of business concepts and basic economic concepts that have great
impact on the investment-planning industry.
In
taking the Certified Financial Planner Course you have an option for online
schooling or the traditional classroom setting. There are a lot of accredited
colleges and universities that you can choose from or you can opt for an online
education program. Online schooling is one of the most in demand way getting
additional education that can help strengthen your career. As a matter of fact
both ways are beneficial because they will still get the best financial
education that can equip you with all the learning that you need.
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