Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, skills development and ethics. It is the greatest prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFP Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - Certified Financial Planner CFP Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career within the financial services industry. Financial Planning Standards Board South asia FPSB is the principal licensing body that awards CFP Certification in South asia through an agreement with FPSB, US.
CFP Certification is the highest position of Certification worldwide within the field of Financial Planning with largest CFP Certificants and widely respected by consumers, professionals and amp; industry. Learning is an integral component regarding the CFP Certification Program and any candidate aspiring to grow to CFP Certificant has to register himself with any regarding the FPSB India's Authorized Learning Providers. However, sure candidates possessing specified qualifications and work skills development have an choice of applying through Challenge Status pathway wherein they can challenge the CFP Certification Learning Programme. FPSB South asia is promoted by hugenumber of Financial Services Organisations. CFP Certification worldwide is awarded by FPSB Affiliates to competent and amp; qualifying candidates fulfilling the 5 E Criteria of CFP Certification i.
Education: A candidate should done academic coverage regarding the Financial Planning curriculum by undergoing the seven Module CFP Certification Learning Program through an Authorized Learning Provider and pass corresponding Exam 1-4 facilitated by NSE. However candidates applying through the Challenge Status Pathway are exempted from the Learning Program considering their higher qualifications and amp; work experience. Learning criteria demonstrate to public that the candidate has acquired the compulsory knowledge to grow to a Financial Planner. Examination: The CFP Certification Examination also called Exam six based on Module VI-Advanced Financial Planning is drafted to assess the candidate's ability to apply Financial Planning knowledge to real-life Financial Planning situations. By passing the CFP Certification Examination, the candidate demonstrates to public that he or she has the compulsory position of competency to practice Financial Planning.
Experience: The skills development requirement qualifies work skills development that involves Personal Financial Planning. Candidates below the Standard Pathway shall done the skills development criteria pre or post appearing Exam 5. However candidates below Challenge Status pathway need to have attained relevant skills development prior to appearing Exam 5. The Skills development criterion is drafted to give the public with the assurance that the candidate understands the counseling nature of personal Financial Planning. Ethics: To obtain the CFP Certification, candidates subsequent to meeting Education, Examination and amp; Skills development criteria should agree to abide by FPSB India's Code of Ethics, Rules of Professional Conduct, Practice Standards and amp; Disciplinary Rules and amp; Procedures.
Careful adherence to these standards of professional conduct helps turn initial consultations into trusted, long term consulting relationships with clients and gain public confidence within the Profession. Continuous Education:. Once Certified, CFP Certificant should fulfill the Continuing Learning CE requirement to wait current on Financial Planning strategies, products and trends affecting their clients. CE plays a vital role within the CFP Certificants pursuit of ongoing professional competence. This demonstrates to public that the candidate has kept himself or herself abreast of developments within the Financial Planning field.
Authorization to use CFP Marks:. A candidate fulfilling the rigorous initial and amp; ongoing CFP Certification criteria and subsequent to paying the Annual CFP Certification Fees is authorized by FPSB South asia to use CFP, CERTIFIED FINANCIAL PLANNER and amp; CFP flame logo collectively known as CFP Marks in his or her publishing fabric and communications. To maintain the legitimacy of use of CFP Marks FPSB South asia publishes the list of CFP Certificants on its Website Directory. Consumers are advised to cross-check the authenticity regarding the Financial Planner claiming to be a CFP Certificant by referring to FPSB South asia website directory. Benefits of CFP Certification:.
Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms. Personal satisfaction of achieving the Financial Planning profession's highest standard and met the global benchmark. Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals. Your expertise and credibility like a qualified professional is instantly communicated.
More revenue streams by increasing your product and service offering to your clients. Enhanced Corporate Status by joining the league of professionals. Recognition in largenumber of countries throughout the world. Your credentials demonstrate trust between the financial consumers. You have met the global benchmark for competency, ethics and amp; professional practice standards to give comprehensive Financial Planning services.
You join the global league regarding the greatest Financial Planning professionals. So, grow to a Certified financial advisor now and amp; beginning advising people about insurance and investing matters and amp; also help them with everyday spending habits and short-term savings goals.
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