Amfi
This query is : Resolved
03 November 2011
Hi Expert,
An AMFI certified person can only engage in distribution of mutual funds, so what I wanted to know is if a person is CFPA(Certified Financial Planner)- can such person sell mutual funds?
Which certification should a student prefer to do AMFI or CFPA?
thanks
Kirti
An AMFI certified person can only engage in distribution of mutual funds, so what I wanted to know is if a person is CFPA(Certified Financial Planner)- can such person sell mutual funds?
Which certification should a student prefer to do AMFI or CFPA?
thanks
Kirti
03 November 2011
CFP-means Financial planner(Advisor in investment making) CFP can't sale securties only can give advise on securties...for mutual funds....AMFI qualification is must.
Student should go for CFP...because cfp certified programme in structured form.
Student should go for CFP...because cfp certified programme in structured form.
04 November 2011
Thanks Vishalji.
One more question, have heard about 2 certifications - CFP and CFPA. CFP has 5 exams whereas CFPA has only one exam.
My question is....can a person become investment advisor in both the cases?
One more question, have heard about 2 certifications - CFP and CFPA. CFP has 5 exams whereas CFPA has only one exam.
My question is....can a person become investment advisor in both the cases?
Dhirajlal Rambhia
(Expert)
09 July 2023
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