The mysterious world of financial planning and advice is a field that many decide to pursue as a career and acquiring Certified Financial Planner certification brings with it many benefits. Investors look for certified professionals when looking for advice or planning services and in this short article, we offer information about CFP certification.

What benefits does CFP certification bring?

  • Recognised by 27 countries worldwide.
  • Study flexibility – Online & field study.
  • Increased earning potential.
  • Prior learning recognition.
  • Symbol of excellence.

If you are looking to boost your career, enrolling in a certified financial planner course is the best way forward.

CFP course details

The CFP program is designed to give a broad overview of financial planning, with a section on ethics and professionalism; in total, there are 4 CFP units, which are as follows:

  • Unit 1 – FPA Professionalism – After this unit, you should be able to evaluate the minimum standards a financial planner should meet.
  • Unit 2 – Applied strategies 1 – After this unit, you should be able to define the term ‘strategy’ in the context of financial planning – develop a line of questioning to better understand the client’s position.
  • Unit 3 – Applied strategies 2 – After this unit, you should be able to identify and explain a client’s needs in a way that they understand.
  • Unit 4 – Investment strategies – This unit focuses on portfolio creation and management, analyse key factors that impact client decision-making. Honing your skills regarding helping the client to understand how certain strategies work. Analysing asset risk is also part of this unit- allocate assets in a manner that minimises risk and conveys this accurately to the client.

There is a final CFP certification unit and students have a maximum of 12 months to complete each unit (1-4), while the CFP certification unit is completed in a single semester.

Integrated master’s pathway

It is possible to combine a master’s degree in financial planning with the CFP certificate, which offers a level of flexibility for those who wish to become certified financial planners. Any of the 4 CFP units can be taken individually or together; if you would like to learn more about the CFP program, start with an online search to find a leading Australian provider, where you will find information about course content, credits and costs.

If you are looking for CFP certification, an online search can connect you with the right organisation here in Australia.

Similar Posts