The title of Certified Financial Planner is given to persons who complete accredited courses and then pass the exams to a good level and become CFPs. Once you have passed your CFP course and exams, then you'll be able to play a role in which your main duties will be in guiding both people and businesses in how to invest their available funds, formulate a plan to minimise taxation and make those vital financial decisions which will be essential to their futures.
There are many educational and training bodies at which you can undertake your CFP course, and a number of these will be able to give you the option of whether you want to complete a general course, or whether you would like to specialize in one aspect, such as retirement planning, tax planning, investment, or real estate. If you're a newcomer coming in to this field, then it is generally recommended to carry out a general course so that you'll earn a broader knowledge, but if you're already active in the financial industry and know which field you wish to work in, then a more specialized course might be suitable.
The costs for CFP courses can range massively depending on the amount of the course, the qualifications, etc. CFP and at some universities can be a few thousands dollars. The length of the courses also varies and tends to last 1-2 years. However, distance learning courses can be completed quicker or slower.
Most people starting on a CFP course will already need to have completed a degree in finance, accounting, or a similar subject, before being accepted on to the course. However, many universities or colleges will be able to offer foundation courses in subjects related to becoming a CFP which can assist you in getting accepted on to the course, or if you have demonstrable expertise in the field then they may be willing to make an exception for you.
Once you have graduated from your CFP course, most of the features that you'll be applying for will be mainly office based. Your duties will involve analysing the financial situation and needs of your clients, and then providing tailored requirements which will best suit their needs. Your plans will need to be able to cater for long-term goals as well as providing for the short-term.
If you want to be a CFP, then completing the relevant course and passing the examination is essential. By using the information contained here, and doing some research, then you'll be able to locate the course that will suit you.
There are many educational and training bodies at which you can undertake your CFP course, and a number of these will be able to give you the option of whether you want to complete a general course, or whether you would like to specialize in one aspect, such as retirement planning, tax planning, investment, or real estate. If you're a newcomer coming in to this field, then it is generally recommended to carry out a general course so that you'll earn a broader knowledge, but if you're already active in the financial industry and know which field you wish to work in, then a more specialized course might be suitable.
The costs for CFP courses can range massively depending on the amount of the course, the qualifications, etc. CFP and at some universities can be a few thousands dollars. The length of the courses also varies and tends to last 1-2 years. However, distance learning courses can be completed quicker or slower.
Most people starting on a CFP course will already need to have completed a degree in finance, accounting, or a similar subject, before being accepted on to the course. However, many universities or colleges will be able to offer foundation courses in subjects related to becoming a CFP which can assist you in getting accepted on to the course, or if you have demonstrable expertise in the field then they may be willing to make an exception for you.
Once you have graduated from your CFP course, most of the features that you'll be applying for will be mainly office based. Your duties will involve analysing the financial situation and needs of your clients, and then providing tailored requirements which will best suit their needs. Your plans will need to be able to cater for long-term goals as well as providing for the short-term.
If you want to be a CFP, then completing the relevant course and passing the examination is essential. By using the information contained here, and doing some research, then you'll be able to locate the course that will suit you.