A Comprehensive Guide to the CFP Course and Training

Posted On By Laura

Are you interested in pursuing the CFP (Certified Financial Planner) Course? If yes, then there are a few things that you should know about the course before you enrol for it. Here, find a comprehensive guide to the CFP Course and the benefits of CFP Training.

What is the CFP Course?

The CFP certification course is one of the most renowned certification courses across the globe. The course is immensely popular in over 25 nations around the world. In India, the CFP Course Certification is awarded by the FPSB or the Financial Planning Standards Board India. The CFP Training course is ideal for anyone planning to build a career within the financial services industry.

Everything about the Course

The CFP Certification course is definitely the highest credential given in the field of Financial Planning across the globe. In order to pursue the course, the candidate must be familiar with the principles, knowledge as well as theories of personal financial planning. The CFP certification examinations are crafted to test your abilities when it comes to applying the knowledge of Financial Planning to real world financial situations.

Financial planners are professionals who assess the overall condition of a person’s personal finances, objectives as well as life objectives. In fact, a CFPCM professional helps people to achieve financial freedom and strength by assisting them in reaching their goals in life through effective personal finance management. The CFP Certification is an extremely prestigious certification that is granted to people who match the strict standards of examination, education, ethics and experience.

Who is Eligible for the CFP Certification Course?

In order to appear for the CFP Certification program, the candidate must first complete his/her university or college coursework via a program that has been registered with the CFP board. This program should address the prominent areas of personal financial planning. Secondly, the candidate must also verify that he/she holds a bachelor’s degree or a higher certification from a university or college that has been regionally accredited. The candidate should have completed the coursework even before he/she sits for the CFP Course examination. However, the candidate can complete his/her bachelor’s degree after passing the CFP examination (within a period of 5 years). In case you are looking to attain the CFP professional certification, then you must have 3 years of experience as a full-time professional in the financial services area. Alternatively, you can also acquire 2 years of apprenticeship experience to secure the certification. In order to pass the CFP certification course, you must acquire the right CFP Study Materials and prepare yourself thoroughly. You can also seek advice from professionals who have already cleared the course with flying colours.

Benefits of the CFP Course

One of the biggest benefits of the CFP Course is that is widely recognized in the area of financial planning and wealth management. After successfully pursuing the course, professionals can increase their chance of attaining employment with leading financial planning companies, banks, wealth management firms and mutual fund companies. It also improves your advisory skills and helps you to steer your career ahead in the field of financial planning.