Many people are seeking financial advice and assistance from Certified Financial Planners (CFPs) to help them achieved both their short-term and long-term financial goals. They are the right professional to go to if you want to get the best advice on how you will be able meet and achieve your financial goals. Certified Financial Planners are highly respectable professionals who earned one of the most important designations in the financial services industry. These professionals were highly trained and knowledgeable in every aspect in the financial services industry. Most of all they were able to pass the certification exam and was awarded the Certified Financial Planner designation by the Certified Financial Planner Board of Standards, Inc.
One of the major roles of a Certified Financial Planner is to carefully review and asses his client’s finances and recommend to them which investment they should put their money. These investments include housing, educational, business, mutual funds and retirement. With such responsibilities it is vital that these professionals are well knowledgeable and skilled in the financial services industry. It has been known that clients are more comfortable and secured on seeking financial advice and assistance from qualified professionals who were able to prove themselves that they are well knowledgeable about financial services and investments. All these will be attainable if you will undergo Certified Financial Planner training.
Through taking the Certified Financial Planner training you will be able to broaden your knowledge and enhance your skills in all aspect of the financial services and investment industry. With proper training you will be able to have a solid grasp of all financial concepts needed in order for you to provide the best and effective advice to your clients. Taking this training program is very helpful in order for you to pass the Certified Financial Planner Certification Examination.
In achieving to become a Certified Financial Planner there are various requirements that you must complete. It is part of the pre-requisite for the candidates to earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university. It is more appreciated for better looking curriculum vitae if you will have a degree on finance, business, accounting and economics.
Part of the CFP Training is for you to complete a special course program that will help you pass the certification exam. This course program covers topics in all aspect of the financial services industry. The course program is composed of the following topics:
– Fundamentals of Financial Planning
– Insurance Planning
– Investment Planning
– Income Tax Planning
– Estate Planning
– Retirement Planning and Employee Benefits Planning
– Case Study Presentation in Financial Planning
Once you’ve passed the certification exam you have to make sure that you are already able to complete the three year working experience as a financial planner in order for you to be awarded the CFP designation. Through the right training program your dreams in becoming a Certified Financial Planner is already within your reach.
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