Why not expect a CFP (R) for your financial planning ; investment needs? The fact is most consumers of financial planning services don't know much about the credentials scarcely found throughout the financial services industry. Comprehensive financial planning is what you as a consumer of financial services should be most concerned with.
Comprehensive financial planning includes aspects of your financial life such as:
- Insurance and Risk Management
- General Financial and Retirement Planning
- Estate Planning and Management
- Investment Planning
- Accounting ; Tax Planning
- Employee Benefits ; Retirement Plans
The unskilled financial planner may overlook many areas of your financial situation which must be addressed to achieve the best financial results for you.
CERTIFIED FINANCIAL PLANNER (TM) - The CFP (R) designation are financial planning credentials awarded by the Certified Financial Planner Board of Standards Inc. (the CFP Board).
- Experience - The CFP (R) designation requires three years of relevant experience in the financial planning process.
- Education - 80 hours of educational coursework.
- Examination - Completion of the CERTIFIED FINANCIAL PLANNER (TM) comprehensive examination.
Each designation mentioned above illustrates dedication and determination to excellence in financial planning as well as motivation to provide the best financial advice and guidance to clients. Basically people seek help from a certified financial planner for their established knowledge related to financial arrangements and investments. No doubt ethics are extremely important in handling your customers' financial planning.
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