what are the requirements for a certified financial planner?
482738
['technical competence.', 'client care and practice.', 'regulatory compliance.', 'consumer protection, professionalism and ethics.']
811963
Age: Must be at least 18 years old. Education: proof of successful completion of education requirement. Exam: must pass the broker licensing examination. Insurance: provide proof of mandatory surety bond.
426406
['a minimum of an upper second class degree in a subject like business studies or business management.', 'evidence of analytical, planning and communication skills.', 'relevant work experience from placements, internships or temporary jobs.']
162715
Candidates for CFP certification must meet relevant work experience standards (one-year supervised experience or a minimum of three years of unsupervised practice experience) in the financial planning process prior to being awarded CFP certification to ensure they possess financial counseling skills in addition to ...
802479
['knowledge of economics and accounting.', 'business management skills.', 'maths knowledge.', 'analytical thinking skills.', 'financial management skills.', 'leadership skills.', 'the ability to use your initiative.', 'to be thorough and pay attention to detail.']
926376
['Address proof.', 'Identity proof.', 'Qualification proof, including degrees, NISM certificates or CFP certificate.', 'Experience certificate, if you are a graduate. ... ', 'Certificate of net worth issued by a chartered accountant.', 'CIBIL score.', 'Necessary declarations.', 'Income tax returns for the past three years.']
430859
Candidates for CFP certification can complete their education requirement through three specialist education courses (investment planning; retirement and tax planning; and risk and estate planning) and a financial planning capstone course.
1378606
['Show proof of insurance.', 'Show proof of a Surety Bond.', 'Provide financial statements.', 'Show proof of 4 years of work experience within the last 10 years in a related field.', 'Pass trade, business, and law exams.']
877539
["Bachelor's Degree in Accounting or Finance.", 'Proficiency in accounting software.', 'Financial management experience.', 'Strong aptitude for math.', 'Good communication skills.', 'Computer literacy.', 'Strong analytical skills.', 'Broad knowledge of accounting principles.']
1204629
To become a CFEd, you must have a minimum of three years' experience in financial services and experience in teaching adult learners. Those who have worked in financial planning, accounting, banking or mortgage services, insurance and investment services, estate planning, and debt management may be eligible.
1406450
['Gain Relevant Experience. There are several jobs in the financial industry that only require a high school diploma in order to get started. ... ', 'Enroll in a Financial Training Program. ... ', 'Obtain Certification. ... ', 'E-Learning Courses.']
632862
["Bachelor's degree in Finance, Accounting or relevant field.", "A minimum of 5 years' experience in a similar role.", 'In-depth knowledge of financial regulations and accounting processes.', 'Outstanding analytical and time management skills.', 'Strong attention to detail.']
1248006
Certification Program. CERTIFIED FINANCIAL PLANNER certification is the only globally recognized symbol of excellence for financial planning. ... (FPSB) and its network of affiliate organizations administer, or are preparing to administer, the CFP certification program globally in 27 countries and territories.
269478
['Complete a CFP Board-registered education program. ... ', 'Sit for the CFP® exam. ... ', "Hold or earn a bachelor's degree from an accredited university or college within five years of passing the CFP® exam. ... ", 'Demonstrate financial planning experience.']
242832
You can also become a financial planner by completing a degree in finance, financial planning or financial services at university. To get into these courses you usually need to gain your Senior Secondary Certificate of Education.
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['CPA – Certified Public Accountant. ... ', 'CFP – Certified Financial Planner. ... ', 'ChFC – Chartered Financial Consultant. ... ', 'CFA – Chartered Financial Analyst. ... ', 'CIC – Chartered Investment Counselor. ... ', 'FRM – Financial Risk Manager.']
375401
A bachelor's degree is required for a career as a financial advisor. Majors in finance, economics, business, statistics or similar fields are acceptable. Financial advisors can be generalists, or they may specialize in one of several areas, including retirement, taxes, estate planning, or insurance and risk management.