The first factor you should consider when choosing a school for your financial planning certificate is whether they are accredited or not.
An accredited university is recognized by an accrediting agency deemed suitable for this task by the Department of Education.
In addition to checking for accreditation, you'll also want to do some research of your own into the course materials and the success of graduates of this program. Make sure their courses are going to give you the kind of training you need for this job, and find out whether past graduates are working in the field and doing well.
The candidate must demonstrate that he or she has extensive experience in the financial planning field.
The CFP Board defines work experience as "the supervision, direct support, teaching or personal delivery of all or part of the personal financial planning process to a client" and such experience must fall within one or more of the following six primary elements of financial planning.
FPA collaborates with other organizations to help the public discover the value of financial planning and build awareness about the financial planning profession.
Examples include a partnership with the AARP, which resulted in a guide for financial professionals working with older clients, and a partnership with SallieMae in which FPA and Nellie Mae conducted student loan repayment and financial planning seminars in schools and graduate programs across the country.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
An accredited university is recognized by an accrediting agency deemed suitable for this task by the Department of Education.
In addition to checking for accreditation, you'll also want to do some research of your own into the course materials and the success of graduates of this program. Make sure their courses are going to give you the kind of training you need for this job, and find out whether past graduates are working in the field and doing well.
The candidate must demonstrate that he or she has extensive experience in the financial planning field.
The CFP Board defines work experience as "the supervision, direct support, teaching or personal delivery of all or part of the personal financial planning process to a client" and such experience must fall within one or more of the following six primary elements of financial planning.
FPA collaborates with other organizations to help the public discover the value of financial planning and build awareness about the financial planning profession.
Examples include a partnership with the AARP, which resulted in a guide for financial professionals working with older clients, and a partnership with SallieMae in which FPA and Nellie Mae conducted student loan repayment and financial planning seminars in schools and graduate programs across the country.
The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners conferred by the Certified Financial Planner Board of Standards (CFP Board) in the United States, and by 25 other organizations affiliated with Financial Planning Standards Board (FPSB), the international owner of the CFP mark outside of the United States.
from Choosing A Financial Planner
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