What exactly does a Financial Planner do?
Financial planners are trained to assess the budgets, cash flow, and risks of individuals and families, and to advise regarding the management of their investment portfolios. Evaluations are made regarding retirement, investments, business planning, estate planning, and tax planning. A written analysis and recommendations are typically provided.
What is the CFP® designation and why is it important?
The CERTIFIED FINANCIAL PLANNERTM certification is the best-known certification in the financial planning community. It recognizes that the holder has met rigorous requirements and communicates expertise and credibility. Listen to a financial planner’s point of view, here.
How can becoming a CFP® practitioner help my career?
In order to be qualified as a CFP® professional and eligible to use the trademark after your name, you must meet stringent criteria established by CFP® Board of Standards Inc. The standards of ethics, education and experience place this as a unique certification. Financial institutions are eager to employ people bearing this mark.
How do I become a CERTIFIED FINANCIAL PLANNER?
To become a CERTIFIED FINANCIAL PLANNERTM, you are required to meet the four E’s: Education, Examination, Experience, Ethics. Completing the education component by enrolling in a board registered program is one step in the CFP® certification process.
It is required that anyone planning to sit for the CFP Certification Examination complete a registered program, request a transcript review, or be eligible to challenge the examination by virtue of academic or professional credentials. For more information regarding these categories, visit the CFP Board’s website at http://cfp.net.
Will this program qualify me to sit for the CFP® Certification Examination?
Yes. Texas A&M University’s Financial Planning Program is registered with CFP Board of Standards as an approved educational program to qualify students to sit for the CFP® Certification Examination. To learn more about the CERTIFIED FINANCIAL PLANNER™ certification, visit the CFP Board website at http://cfp.net.
