Cfp vs cfa

1. CFP stands for Certified Financial Planner, and CFA stands for Certified Financial Analyst.

2. The Certified Financial Planners mainly give advise to individuals. On the other hand, the Certified Financial Analysts give advise to various institutions, like banks, mutual funds, pension funds, insurance companies and security firms.

3. A person gets a CFP title after he passes an examination conducted by the International Board of Standards and Practices For Certified Financial Planners.

4. To get a CFA title, one would have to take three examinations, which cover subjects like economics, accounting, money management, ethics and security analysis. The Association for Investment Management and Research confers the title.

5. CFP is considered to be a generalist, and the CFA is considered to be a specialist.

6. While the Certified Financial Planners deal more with comprehensive financial planning, Certified Financial Analysts deal more with investment portfolios.

Go to following link for further information:

CFP VIDEO CLASSES FOR ALL THE MODULES

These lectures and case studies covers the curriculum prescribed by FPSB(India)

It covers over 70 hours of video

It has more than 150 topics/videos discussed

It has more than 20 case studies solved in real-time along with financial calculator along with notes provided

The videos are provided in a 16GB pen drive for easy viewing of videos

Module 1 : Introduction to Financial Planning.

Module 2 : Risk Analysis and Insurance Planning.

Module 3 : Retirement Planning and Employee Benefits.

Module 4 : Investment Planning.

Module 5 : Tax and Estate Planning.

Module 6 : Advanced Financial Planning.

Contact :jaymbaca16 @ gmail.com