Monday, September 21, 2015

The CFP Course


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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