How can I become a certified financial planner ™?
2 This work includes a number of obligations that range from the preparation of the initial financial plan to the implementation and monitoring of the plan. The nature of the work means that the certified financial planner ™ spends a large part of its work with the public. To become a certified financial planner ™, you will need to get a bachelor's degree, complete the approved CFP® course, pass the certification examination and have three years of experience in financial planning.
You will need a bachelor's degree and you will also have to go to higher education at higher education registering. Such a program usually consists of five or six courses that cover a set of knowledge for the exam, including investment, real estate planning, employees' benefits, financial planning processes and tax planning. To those who hold a specific higher level or certification may be allowed to pass a certification examination without this program; However, you will have to submit your college transcription. Ifdecide to obtain a title or certificate from the registered program, you can pass the certification examination, but you will need to obtain a grade or certification before obtaining certification.
If you want to become a certified financial planning ™, you will perform another Certified Financial Planner ™, which includes different areas of accounting processes, financial analysis, economics, insurance and business law. The exam asks you to use the various problems you have learned in your studies. You will need to ask for a test and pay the fee and the test of the case for two days.
After passing the CFP® exam, you still do not become a certified financial planning ™ until you meet the experience requirements. You will need at least three years of full -time work experience in financial planning and you will need to submit documentation about your CFP® Council. This experience cancome either before or after the initial test if it meets the minimum requirement for at least three years. You will also have to agree with the Code of Ethics. After obtaining certification, you will need to have 30 hours of education every two years to maintain your status.