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Facts About The Certified Financial Planner Program Taking The Certified Financial Planner Program

Facts About The Certified Financial Planner Program

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Page 1: Facts About The Certified Financial Planner Program

Facts About The Certified Financial Planner Program

Taking The Certified Financial Planner Program

Page 2: Facts About The Certified Financial Planner Program

Studying in a Certified Studying in a Certified Financial Planner School Financial Planner School is very beneficial in your is very beneficial in your preparation in becoming preparation in becoming

a Certified Financial a Certified Financial Planner. Planner.

Page 3: Facts About The Certified Financial Planner Program

CFP Schools are CFP Schools are established in order to established in order to provide a thorough and provide a thorough and complete education in complete education in financial planning as financial planning as

well as financial well as financial services. services.

Page 4: Facts About The Certified Financial Planner Program

In this school you are certain of getting a high standard

financial education thus you will be able to achieve your goal of getting a strong and solid financial education.

Page 5: Facts About The Certified Financial Planner Program

This matters a lot in This matters a lot in order for you to order for you to

successfully meet successfully meet your goal.your goal.

Page 6: Facts About The Certified Financial Planner Program

One of the good things One of the good things that you can take that you can take advantage from in a CFP advantage from in a CFP School is that you will be School is that you will be able to undergo the best able to undergo the best Certified Financial Planner Certified Financial Planner Program. Program.

Page 7: Facts About The Certified Financial Planner Program

This is very This is very important important

because this will because this will help you in every help you in every step of the way. step of the way.

Page 8: Facts About The Certified Financial Planner Program

This will serve as your This will serve as your guide in achieving your guide in achieving your goal. In choosing this goal. In choosing this

program you are program you are guaranteed of taking the guaranteed of taking the best Certified Financial best Certified Financial

Planner Courses. Planner Courses.

Page 9: Facts About The Certified Financial Planner Program

This course program is designed by This course program is designed by the Certified Financial Planner Board the Certified Financial Planner Board

of Standards to ensure that a complete of Standards to ensure that a complete and thorough training on financial and thorough training on financial

services will be well provided to those services will be well provided to those individuals who want to take part in individuals who want to take part in

the financial services industry. the financial services industry.

Page 10: Facts About The Certified Financial Planner Program

Through this CFP course curriculum Through this CFP course curriculum the industry will be able to ensure that the industry will be able to ensure that all financial professionals will be able all financial professionals will be able

to get complete training on topics to get complete training on topics such as financial planningsuch as financial planning, , insuranceinsurance planningplanning, , investment planninginvestment planning, , estate estate

planningplanning, , retirement planning retirement planning and and other financial services. other financial services.

Page 11: Facts About The Certified Financial Planner Program

With this course With this course program you will be program you will be

able to learn able to learn everything that you everything that you need to know about need to know about

the fields of financial the fields of financial services. services.

Page 12: Facts About The Certified Financial Planner Program

The educational track for the Certified The educational track for the Certified Financial Planner Certification Financial Planner Certification

requires you to take special course requires you to take special course subjects that are vital in financial subjects that are vital in financial

services.services.

Page 13: Facts About The Certified Financial Planner Program

Here are the special Here are the special course subjects that course subjects that you have to take as part you have to take as part of the CFP of the CFP requirements:requirements:

Page 14: Facts About The Certified Financial Planner Program

• Fundamentals of Fundamentals of Financial Planning Financial Planning

ProgramProgram• Insurance Planning Insurance Planning

ProgramProgram

Page 15: Facts About The Certified Financial Planner Program

• Income Tax Income Tax Planning ProgramPlanning Program

• Investment Investment Planning ProgramPlanning Program

Page 16: Facts About The Certified Financial Planner Program

• Estate Planning Estate Planning ProgramProgram

• Employee Benefits Employee Benefits Planning ProgramPlanning Program

Page 17: Facts About The Certified Financial Planner Program

• Retirement Planning Retirement Planning ProgramProgram

• Case Study in Case Study in Financial Planning Financial Planning

ProgramProgram

Page 18: Facts About The Certified Financial Planner Program

There are a lot of CFP There are a lot of CFP schools that offers the schools that offers the Certified Financial Certified Financial Planner Program. This is Planner Program. This is usually offered both in a usually offered both in a regular classroom setting regular classroom setting and also online. and also online.

Page 19: Facts About The Certified Financial Planner Program

Since a lot of professionals Since a lot of professionals don’t have the luxury of don’t have the luxury of time to attend the regular time to attend the regular classes they now offer classes they now offer online schooling so that at online schooling so that at any place and any time you any place and any time you will be able to take your will be able to take your classes. classes.

Page 20: Facts About The Certified Financial Planner Program

This is very convenient and most of all This is very convenient and most of all accessible to a lot of individuals. If you are accessible to a lot of individuals. If you are one of those busy professionals aiming for one of those busy professionals aiming for the CFP Certification then you will certainly the CFP Certification then you will certainly appreciate online schooling. But whatever appreciate online schooling. But whatever ways you will take the CFP program you ways you will take the CFP program you

will definitely learn a lot from it. will definitely learn a lot from it.

Page 21: Facts About The Certified Financial Planner Program

What really matters is What really matters is that you get in to the that you get in to the right school, take the right school, take the

best program and best program and courses that can courses that can

provide you with the provide you with the financial education that financial education that

you deserve.you deserve.

Page 22: Facts About The Certified Financial Planner Program

Know about the Certified Financial Planner Program and how

important this is. Find out more about the Certified Financial

Planner Program by visiting and learn more about the CFP career.