0
There are lots of ways to get a CFP Certification Exam such as taking it online or enrolling in your nearest local school or university. But I suggest that you should take it online since most CFP certification courses are provided with preparatory exams(an online course or a PDF file) which can help you pass the actual certification exam.
Wiki User
∙ 12y ago
Wiki User
∙ 10y agoThere are many places where one can obtain a certificate in financial planning. One can obtain a certificate in financial planning from popular on the web sources such as CPF and Northwestern.
Add your answer:
Earn +20 pts
What is needed to obtain financial planner certification?
If one wanted to become a financial planner, one must obtain the proper certification needed. One would need to obtain the Certified Financial Planner (CFP) designation.
What are the qualifications for financial planner certification?
Most people with a financial planner certification either have an associates degree in accounting or a bachelor's degree in finance. A person looking for that certification should get a degree first.
Where can one apply for a certified financial planner certification course?
You can apply for a certified planner certification course at a variety of schools. Most of these schools are community colleges, or specialist state universities.
How long do you have after passing the CFP Certification Examination to finish your financial planner education?
After passing the CFP Certification Examination It takes approximately five years to finish the financial planner education. Reference link: http://www.cfp.net/become/education.asp
Where can I get a financial planner certification?
If you take a two year course at any university, you will find that it speeds up the process to get you financial planner certification. After college, you may apply for the specialty degree through any community college or regular university and you can earn your degree for the financial side of your career.
What does certification tell you about financial planner?
If you wish to become a Certified Financial Planner, you must have a CFP certificate for you to have the eligibility in practicing your skills and knowledge in financial planning industry. You must complete a CFP certification course consisting of topics such as Introduction to Financial Planning, Risk Management, Investments, Tax Planning, Retirement Planning, and Estate Planning.
What is the education needed to become a financial planner?
The main thing about going into the career of financial planner is definitely receiving your bachelor's degree. It is the best way to contend with other financial planners. You can go for a certification to become a certified financial planner. I would recommend getting an internship or trying to go into a training program.
What education is needed to become a financial planner?
The main thing about going into the career of financial planner is definitely receiving your bachelor's degree. It is the best way to contend with other financial planners. You can go for a certification to become a certified financial planner. I would recommend getting an internship or trying to go into a training program.
What type of license is required to be a financial planner?
Currently, there is no special licensing requirement to become a financial planner. However, many financial planners earn a certified financial planning (CFP) or chartered financial consultant (ChFC) designation. To become a reputable financial planner in the US, you need to have a CFP Certification conferred by the Certified Financial Planner Board of Standards, Inc. (CFP Board), Financial Planners Standards Council in Canada, etc. depending on the country.
Where can I learn how to become a financial planner?
Yes you will need too get special licensing and certification in order too be a financial planner. You will most likely need your states life insurance license as well as a federal series 7 and 63 license.
What does the acronym CFP stand for in connection with the CFP Board?
The Certified Financial Planner (CFP) Board is a non-profit organization. The purpose is to develop standards of certification with the Financial Planning community.
What is financial planner?
Financial Planners are the ones who help people in dealing with different financial issues through proper planning. They deal with various financial practice and procedures like education planning, retirement planning, investment planning, risk management, insurance planning, tax planning, estate planning, and many more. Just in case you wish to become a Financial Planner someday, take a CFP Exam Preparation first before you enroll in an actual certification course. This will help you to easily pass the certification exam and get certified.
