1 / 3

CFP Certification – Become A Certified Financial Planner

<br>Certified Financial Planner designation is a professional certification for financial planners. The Certified Financial Planner is conferred by Certified Financial Planner Board of Standards or CFP Board and 25 other organizations also affiliated with the Financial Planning Standards Board.<br>

Virat4312
Download Presentation

CFP Certification – Become A Certified Financial Planner

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. CFP CERTIFICATION – BECOME A CERTIFIED FINANCIAL PLANNER icofp.org INTERNATIONAL COLLEGE OF FINANCIAL PLANNING

  2. Certified Financial Planner designation is a professional certification for financial planners. The Certified Financial Planner is conferred by Certified Financial Planner Board of Standards or CFP Board and 25 other organizations also affiliated with the Financial Planning Standards Board. CFP certification acts as the key differentiator to individual financial professionals and firms who are looking to improve quality of their advice with providing the additional value for the clients. CFP designation is designed by the Certified Financial Planner Board of Standards that enables the financial professionals frequently to get the testified CFP status with the essential growth according to the client requirement. The CFP certification earns the high esteemed professional credential that carries a great number of benefits to bring the career in finance into an advance level. A report states that CFP professionals are surveyed to believe that the CFP certification have positive impact with the clients to gain confidence. Almost 97% of respondents states that financial planners standard have the professional code of ethics so that it leads to the strict enforcement of ongoing Code of Ethics. WHAT ARE THE BENEFITS OF CFP CERTIFICATION? Having the CFP certification leads to the projects undergoing based on the Code of Ethics with many clients feel the secure way of trusting the management. CFP professional gets a good rank based on the financial assets so that having certified from the top institute would be a great option. CFP certification is also helpful in securing wary clients with offering another layer of trust efficiently. The CFP certification is useful to set the realistic financial goals and it is easier to access income, insurance, taxes, liabilities and many more with greater confidence. The CFP professionals who are certified could develop the realistic and comprehensive plan for meeting the financial goals with identifying the financial opportunities as well as building financial strengths. Becoming a financial planner would be useful for gaining: ▪Dynamic and respected profession ▪Enhancing to meet financial goals for the future ▪High income potential

  3. Completing the CFP course from the top college or university program that covers personal financial planning curriculum that is approved by the CFP Board is important. The candidate must have earned the Bachelor’s degree from accredited college or university. Volunteering with the CFP Board’s code of ethics as well as other requirements would be mandatory and it also includes the financial planning services. CFP EXAMINATION: CFP certification is designed to ensure that the financial planners meet their clients’ needs. The CFP professionals must complete CFP Board’s comprehensive examination successfully. The Examination is conducted for testing the ability of the individual to integrate as well as apply their financial planning knowledge. CFP Examination will be conducted for 6 hour and it consists of combination of multiple-choice questions and constructed-response questions. All the examination of the CFP mainly focuses on the specific CFP Professional Competency Profile elements and it requires the integration across all financial planning areas. CFP examination is offered in the English language as well as French upon request. 097114 40002 rd Floor, Gulab Bhawan 6, Bahadur Shah Zafar 3 Marg, New Delhi, Delhi 110002 info@icf.edu.in

More Related