22
How Can You Pass The Certified Financial Planner Exam? Requirements For The Certified Financial Planner Exam

How Can You Pass The Certified Financial Planner Exam?

Embed Size (px)

Citation preview

Page 1: How Can You Pass The Certified Financial Planner Exam?

How Can You Pass The Certified

Financial Planner Exam?

• Requirements For The Certified Financial Planner Exam

Page 2: How Can You Pass The Certified Financial Planner Exam?

Passing one of the most challenging

certification exams in the financial services

industry can be a tough one.

Page 3: How Can You Pass The Certified Financial Planner Exam?

However, through this you will be able to gain the most

respectable and sought after credential and that is the

Certified Financial Planner Certification (CFP).

Page 4: How Can You Pass The Certified Financial Planner Exam?

A Certified Financial Planner Certification is the designation awarded to those individuals who were able to complete all the requirements set by the Certified Financial Planner Board of Standards Inc. which includes passing the Certified Financial Planner Certification Exam.

Page 5: How Can You Pass The Certified Financial Planner Exam?

The CFP Exam is a post graduate certification

exam taken by professionals who are aspiring for a stronger

financial planning career.

Page 6: How Can You Pass The Certified Financial Planner Exam?

This is also taken by professionals who aim to strengthen their present career, apply for a higher or different job position and earn higher salary

compensation.

Page 7: How Can You Pass The Certified Financial Planner Exam?

And lastly by those who want to broaden

their scope of learning and enhance their

skills in all fields of financial services.

Page 8: How Can You Pass The Certified Financial Planner Exam?

Through passing this exam and becoming a Certified Financial

Planner (CFP) you will be able to establish a more successful

career for you in any industry you are part of.

Page 9: How Can You Pass The Certified Financial Planner Exam?

The Certified Financial Planner Exam is an assessment exam that will gauge all

your knowledge and learning in the scope of financial services. That is why

it is important that you passed this certification exam.

Page 10: How Can You Pass The Certified Financial Planner Exam?

The CFP Exam is administered by the Certified Financial Planner Board of

Standards, Inc. (CFP Board) and it covers over a hundred of financial planning and financial services topics. There are 285

multiple choice questions with one case study per session.

Page 11: How Can You Pass The Certified Financial Planner Exam?

There are 285 multiple choice questions with one case study

per session.

Page 12: How Can You Pass The Certified Financial Planner Exam?

The total number of questions that is related to case studies usually varies from one exam to another. But approximately 20% of the exam consists of case

study questions.

Page 13: How Can You Pass The Certified Financial Planner Exam?

The exam itself is 10 hours long and is given in 2 days. There will be one four-hour session

on Friday and two three-hour sessions on

Saturday.

Page 14: How Can You Pass The Certified Financial Planner Exam?

The criterion for the passing rate would be based according to the set level of required competency rather than basing it against the scores of other exam takers on

that day.

Page 15: How Can You Pass The Certified Financial Planner Exam?

To take this exam there is a set requirement given by the Certified

Financial Planner Board of Standards (CFP Board). Completing these requirements is the only way for you to qualify on taking the CFP

Certification Exams.

Page 16: How Can You Pass The Certified Financial Planner Exam?

• You need to meet their educational qualifications wherein you have to earn a Bachelor’s degree or higher from any form of discipline as long as it is from an accredited college or university.

Listed below are the needed requirements:

Page 17: How Can You Pass The Certified Financial Planner Exam?

• Completing the formal CFP course program that will

require you to take course subjects that

Listed below are the needed requirements:

Page 18: How Can You Pass The Certified Financial Planner Exam?

• You have to complete is the three years full time working

experience as a financial planner, assistant financial

planner or any career related in financial planning.

Listed below are the needed requirements:

Page 19: How Can You Pass The Certified Financial Planner Exam?

•Submitting to a full background check.

Listed below are the needed requirements:

Page 20: How Can You Pass The Certified Financial Planner Exam?

•Adhering to the Code of Ethics that is set by

the CFP Board.

Listed below are the needed requirements:

Page 21: How Can You Pass The Certified Financial Planner Exam?

Through this article you will know about the Certified

Financial Planner Exam and how to take it. Find out more about the

Certified Financial Planner Exam by visiting and

learn more about the CFP Examination.

Page 22: How Can You Pass The Certified Financial Planner Exam?