Monday, October 12, 2015

How Can Becoming One Of The Experts Financial Planner Change Your Career

In the financial planning sector your expertise as a professional matters a lot. We know how competitive the financial services industry is that is why it is very important for financial planners to go on extra mile and earn themselves additional credentials that can help strengthen their career. To get straight to the point what I am talking about is the prestigious and globally respected Certified Financial Planner Certification.

The Certified Financial Planner Certification is the designation awarded to those professionals who were able to complete the formal CFP course program and successful passed the Certified Financial Planner Certification Examination. The CFP certification is a post graduate certification earned by those individuals who wants to take their career further, strengthen their career, apply for a higher or different job position, broaden their knowledge, refine their skills, get a better salary compensation and most of all keep up with the standards of the financial services industry. Owning such strong credential can definitely make you one of the experts financial planner in this industry.

Now the good question is how can you become one of those experts financial planner? For you to become a Certified Financial Planner it is important that you meet all the requirements that is set by the Certified Financial Planner Board of Standards. You must meet the educational qualification 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. Aside from that you must also complete the formal CFP course program that will require you to take special course subjects that are vital in financial services.

These are the following special course subjects that you have to take:

  • 1.    Fundamentals in Financial Planning Program
  • 2.    Estate Planning Program
  • 3.    Employee Benefits Planning Program
  • 4.    Case Study in Financial Planning Program
  • 5.    Insurance Planning Program
  • 6.    Income Tax Planning Program
  • 7.    Investment Planning Program
  • 8.    Retirement Planning Program


Another requirement that you have to complete is the three years work experience as financial planner, assistant financial planner or any career related in the financial services industry. After completing the said requirements you must then submit to a full background check for the industry to see if you have any legal issues. And lastly, you must adhere to the Code of Ethics set by the CFP Board.

 In becoming a Certified Financial Planner can help a lot in the betterment of your financial planning career. This can help you earn a high respect as a financial planning professional. This designation would imply to your potential clients and employees that you were able to earn a high level of professional practice, competency in your craft and good ethical values that are all very important in order for you to establish your own name in both the financial planning sector and the financial services industry.

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