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Certified Financial Planner (CFP) FPSB US

Dipen C A Final (service) (124 Points)

20 June 2008

Should we consider doing this CFP togather with C A. as there are modules like taxes are same as in CA ? Is anybody doing this course ? What is the Cost of doing this course ?

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4 Replies

(Guest)

Saturday, June 21, 2008

From

Vishram Ratnuji Modak,

Cell – 9969 354690

Email: vishrammodak @ gmail.com

vishrammodak @ yahoo.com

Respected Dear Friend Dipen,

1. Good Morning, In apropos to your curiosity , I would like to take this opportunity to bring to your kind notice that the way “Chartered Accountants” are specialised inter-alia in Accounts, Auditing & Taxes. Certified Financial Planners {CFP} are specialized in “Personal Financial Plan” duly covering inter-alia Contingency Fund Planning, Risk Management & Insurance Planning, Investment Planning, Retirement Planning, Tax Planning , Estate Planning, Wealth Management germane to an individual.

2. Now your justification just because something like Tax is common in both, doing both the courses doesn’t hold water. It’s should be seen more of a passion & career i.e. If it’s more of a value addition or you are pondering over to pursue it as full time career then your kind goodself can mull over it.

3. Furthermore, with reference to the duration, cost do contact FPSB & its education provider for details.

4. Needless to state do feel free to contact me for any sort of co-ordination, it will be an honour for me and rest assured it will be acknowledged sanguinely. May the Great God be with your kind goodself and with your loving family.

Take Care,

With Respect & Best Wishes,

Vishram R. Modak

Dipen C A Final (service) (124 Points)
Replied 21 June 2008

Thanks, Mr Vishram for your valuable advice, i will surely consider your view.

senthil (student) (116 Points)
Replied 26 June 2008

sir, my said about Accountant Technician, our institute is conducting the course. if you know the details, please send it to me. i am patient to read that.