CFP® (Certified Financial Planner)

CFP LogoCFP (Certified Financial Planner) is the world’s most widely respected financial planning designation. There are currently 147,000 CFP professionals worldwide in 24 countries, including Ireland. Within Hedderman Financial Solutions we have two CFP’s, Maurice Hedderman and Mark Hedderman. CFP designates are entitled to use the designatory letters ‘CFP’. The graduate diploma in Financial planning is a Masters level qualification from UCD.

This is the only qualification in Ireland recognised by the worldwide Financial Planning Standards Board for its CFP designation. CFP professionals retain their designation by complying with Continuing Professional Development (CPD) requirements. CFP professionals are members of an international community of elite financial planning practitioners.

The six modules of the CFP:

1. Principles and Ethics of Personal Financial Planning

2. Tax and Estate Planning

3. Retirement Planning

4. Asset Management

5. Financial and Risk Management

6. Integrated Personal Financial Planning

Course Aims:

  • Employ the constituent disciplines underpinning financial planning, including investments, pensions, taxation and estate planning.
  • Apply the analytical, problem solving and decision making skills required to produce comprehensive financial planning solutions.
  • Evaluate economic, financial and other relevant data to create integrated financial plans.
  • Integrate a deep understanding of professional values and ethical issues in financial planning execution.

The Importance of Having a Financial Plan

In today’s uncertain economy, financial planning has become increasingly important. With an overwhelming number of options for saving and investing, managing your finances can be difficult.Creating a financial plan helps you see the big picture and set long and short-term life goals, a crucial step in mapping out your financial future. When you have a financial plan, it’s easier to make financial decisions and stay on track to meet your goals. Working with a CFP® professional can secure your financial wellbeing and give you peace of mind and help you reach financial planning success.

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