how can i enter certified financial planner
Answer (1)
20th Jun, 2022
Hi there.
CFPs provide a variety of financial services to individuals, ranging from large-scale financial advice as investment bankers, stock brokers, and Chief Financial Officers to small-scale personal financial planning as retirement counsellors, insurance managers, and estate planners.
In order to become a certified financial planner, you must:
Earn a bachelor's degree from an approved college or university.
- Clear the CFP board certification test
- Work as a qualified financial planner to get expertise.
- Adhere to the Code of Ethics and Professional Responsibility of the CFP Board, as well as the Financial Planning Practice Standards.
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