Certified Financial Planner

Others 1555 views 9 replies

Dear Friends,

This is Suman, A Newly Qualified Chartered Accounatant. I request you all to give your Suggestions and Career Advice to build career in Financial Services Industry. And let me know whether CFP Is an Added Advantage for building Career in Financial Services Industry.

 

Replies (9)

yes  .. it is an added advantage .. there are 5 modules and the course can be completed in 6 months or even in lesser time depending upon the preparation you have done.. it has

 

1. retirement planning,

2. tax planning,

3. investment planning  

4. Insurance planning

5. Estate planning (Builds on all the above module)

 

you need to have 3 years experience in financial sector ... if you  have completed CA , you can directly write the challenge status ..ie. directly module 5 ... need not write module 1 -4 ...

 

you will get jobs in wealth management ,, portfolio management ,, insurance companies ,, asset management companies ,,, there are very few numbers of CFP in india .. the profession will definitely boom in the future ...

 

Go ahead and do it ... good Luck .. best wishes ...

Which is the regulatory body at the helm of affairs for this course & what is their official website?

I have full info regarding this in my mail. give your email id ,i'll forward it to you

www.fpsbindia.org

For for other courses like FRM

Hey i have just Clrd my CA Inter. Can i do CFP if i want to pursue my carrer in Finance???

yes .. you can do CFP .. graduates can do CFP ... even students who have cleared 12th can do CFP ...

 

for graduates the CFP designation will be given only after completing 3 years exp in finance field ... for 12th pass students ,, they will be given the designation after completing 6 years exp in finance field ...

Hi.. i just passed CFP final paper last week.. am MBA finance done with 2 years of exp.. where shd i look for job.. whats ideal salary for me..?

Plz guide

 

Satyam

The best online CFP programs at IMS PRO course helps you to understand your financial goals and assist you in growing, managing and protecting your wealth with its comprehensive course structure.


CCI Pro

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