Monday, October 5, 2015

As One Of The Experts Financial Planner

In your financial planning career it is very important that you take it to the next level, that you earn additional credential that can make you one of the experts financial planner. Financial planners are one of the most in demand professionals in the financial services industry. In order for you to continuously stand strong amidst the tight competition you must earn yourself prestigious designation that can help boost up your financial planning career. To get directly to the point I am talking about the globally respected Certified Financial Planner (CFP) Certification.

A Certified Financial Planner Designation is a professional certification mark for financial planners who was able to complete the formal CFP course and passed the Certified Financial Planner Certification Examination. This certification is awarded by the Certified Financial Planning Board of Standards. Anyone can be a financial planner but not everyone is a Certified Financial Planner (CFP). That is why earning such strong credential can definitely make a huge impact in your financial planning career.

If you want to be seen as one of the experts financial planner then you must know how you can earn the prestigious Certified Financial Planner Certification. To earn the CFP certification there are certain requirements that is set by the Certified Financial Planner Board of Standards that you have to comply with. It is important that you meet their educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline as long as it is from a school. It is definitely an edge on your part if you have a strong background in finance, accounting, management, marketing, ethics and economics. You must also complete the formal CFP course curriculum wherein you are required to take special course subjects that are vital in financial services. Taking these special subjects can also help you in passing the CFP Certification Examination.

Below are the special course subjects that you have to complete as part of the CFP requirements:

1.    General Principles of Financial Planning Program

2.    Insurance Planning Program

3.    Investment Planning Program

4.    Income Tax Planning Program

5.    Retirement Planning Program

6.    Estate Planning Program

7.    Employee Benefits Planning Program

8.    Case Study in Financial Planning Program


You also have to 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 the working experience you must then submit to a full background check and lastly, you must adhere closely to the Code of Ethics given by the CFP Boards.


Earning the CFP certification can definitely set you apart from other financial planners because this will imply to your potential clients and employers that you were able to earn the highest level of competency, professionalism and ethical practices that are vital in the financial services industry. Therefore, this can strengthen your credibility and most of all your expertise in the field of financial planning.


Through this article you will know how to be one of the experts financial planner  and how it will change your career. To understand more about experts financial planner you can go to and learn more about Certified Financial Planner  professionals. 

3 comments:

  1. IQ FINANCE PLC provides a full financial planning service to both the commercial and domestic markets. At IQ FINANCE PLC we believe that financial planning

    is about two things: creating wealth and protecting wealth. These two objectives are at the heart of everything we do. And, as a member ofof IQ FINANCE

    Services, we give you a small-company service but with a large-company set up – the best of both worlds.

    You are at liberty to engage our leased facilities into trade programs as well as in signature project(s) such as Aviation, Agriculture, Petroleum,

    Telecommunication, construction of Dams, Bridges and any other turnkey project(s) etc. Our terms and Conditions are reasonable.

    Leasing Price : 4%+1%
    Buying Price: 32%+2%

    Contact us for more details on our terms and procedure of transaction.

    Jamesolsen Terrazas
    email : info.iqfinanceplc@gmail.com
    skype: cpt_young1

    ReplyDelete
  2. IQ FINANCE PLC provides a full financial planning service to both the commercial and domestic markets. At IQ FINANCE PLC we believe that financial planning is about two things: creating wealth and protecting wealth. These two objectives are at the heart of everything we do. And, as a member of IQ FINANCE Services, we give you a small-company service but with a large-company set up – the best of both worlds.

    You are at liberty to engage our leased facilities into trade programs as well as in signature project(s) such as Aviation, Agriculture, Petroleum, Telecommunication, construction of Dams, Bridges and any other turnkey project(s) etc. Our terms and Conditions are reasonable.

    Leasing Price : 4%+1%
    Buying Price: 32%+2%

    Contact us for more details on our terms and procedure of transaction.

    Jamesolsen Terrazas
    email : info.iqfinanceplc@gmail.com
    skype: cpt_young1

    ReplyDelete
  3. IQ FINANCE PLC provides a full financial planning service to both the commercial and domestic markets. At IQ FINANCE PLC we believe that financial planning is about two things: creating wealth and protecting wealth. These two objectives are at the heart of everything we do. And, as a member of IQ FINANCE Services, we give you a small-company service but with a large-company set up – the best of both worlds.

    You are at liberty to engage our leased facilities into trade programs as well as in signature project(s) such as Aviation, Agriculture, Petroleum, Telecommunication, construction of Dams, Bridges and any other turnkey project(s) etc. Our terms and Conditions are reasonable.

    Leasing Price : 4%+1%
    Buying Price: 32%+2%

    Contact us for more details on our terms and procedure of transaction.

    Jamesolsen Terrazas
    email : info.iqfinanceplc@gmail.com
    skype: cpt_young1

    ReplyDelete