FIND YOUR MOTIVATION

Obtaining DSFC certification equips you with the tools necessary to meet your clients' expectations on an ongoing basis. However, your own personal motivations for completing CMSSA certification will shape and drive how you approach this process. Regularly evaluate and reflect upon why this goal is important to you in order stay motivated towards achieving success.

CREATE A SUPPORTIVE ENVIRONMENT

For your exam to be a success, it is essential to create an atmosphere of encouragement and support. Build a supportive learning environment that inspires you with feelings of safety, security, appreciation and empowerment as you prepare for the test.

• Have you informed your employer about your intention to become certified?
• Are there any corporate resources that may assist you, including internal training opportunities or new financial planning initiatives in which you can be involved?
• Is your employer prepared to fund your educational program?
• Are there any adaptable work possibilities that will help you harmonize your job and course of study?

ADDRESS YOUR PERSONAL SITUATION

Prior to starting your DSFP certification journey, it is essential that you ensure the support of your friends and family. With their assistance, you will be able to manage the demands of studying while maintaining a healthy balance between personal commitments and family life.

Are you financially secure enough to support both your study plan and daily living expenses? Is now the time for you to pursue certification or are there other life phases that require attention first? Do you have any medical issues that should be addressed before beginning a study program? Does your family provide sufficient emotional backing while striving towards this goal? Also, do you feel like your lifestyle offers adequate free-time so as not to detract from studying efforts when needed most ?

BE A BEACON OF HOPE
Now more than ever, you can be a beacon of hope and help Americans in need to get their finances back on track and plan ahead for the future.

MAXIMIZE YOUR PERFORMANCE

It is essential to take stock of your financial expertise, skillsets and prior experience if you are considering pursuing DSFP certification. This will help you identify areas that need attention or improvement so that any gaps in knowledge can be addressed appropriately. Everyone comes from different backgrounds, with varying levels of understanding when it comes to personal finance planning - don't underestimate the importance of assessing yours!

4 KEY FACTORS TO SUCCESS

Your success in obtaining your certification is driven by four key components: drive, setting, circumstance, and  skill. Consider how each of these essential elements applies to you personally.