Certified Financial Planner (CFP)

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The CFP is the gold standard in financial planning, respected by financial organizations across the globe. Holders of the CFP designation are valued by global financial services organizations and command a premium in the job market.

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Course Details

The CFP is the gold standard in financial planning, respected by financial organizations across the globe. Holders of the CFP designation are valued by global financial services organizations and command a premium in the job market. The CFP Certification wins trust and presents opportunities worldwide.

 

Exam:

  • Risk Analysis & Insurance Planning: 2 Hours Examination – 77 MCQs
  • Retirement Planning & Employee Benefits: 2 Hours Examination – 77 MCQs
  • Investment Planning: 2 Hours Examination – 77 MCQs
  • Tax Planning & Estate Planning: 2 Hours Examination – 77 MCQs
  • Advanced Financial Planning: 4 Hours Examination – 30 MCQs
 
Job_role :  Charter Members of CFPCM Qualification in India:
  • State Bank of India
  • Life Insurance Corporation of India
  • UTI Mutual Fund
  • World Gold Council
  • HDFC Bank
  • Axis Bank
  • ICICI Bank and Several others
 
Benefits:
  • Upon completion, you are eligible to use the ACSI designation.
  • The ICWIM India qualification is the first step in CISI’s global global wealth management pathway for practitioners in India – you can build upon this qualification by progressing to the International Certificate in Advanced Wealth Management.
  • Chennai Branch

    Suite 1B, 1st Floor, Shakti Towers 766, Chennai
  • Delhi Branch

    T/1895 Upper Ridge Road, Delhi
  • Kochi Branch

    Suite T3, 3rd Floor, City Plaza M. G. Road, Kochi

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