CFP (Certified Financial Planner)

by FPA India Edupro Pvt Ltd

CFP certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

Price : Enquire Now

Contact the Institutes

Fill this form

Advertisement

FPA India Edupro Pvt Ltd Logo

img Duration

Please Enquire

Course Details

CFP(Certified Financial Planning)Certification is the leading certification globally in the field of Financial Planning. It is popular in more than 26 countries across the world.

For those looking for a career in the financial services sector, CFP Certification provides a definite edge over other candidates and is widely respected by consumers, professionals and industry.

The CFP certification is awarded by an Indian Financeal body i.e. FPSB(Financial Planning Standard Board) India which restricts the certification to be global in true sense and is directly administered by US. The candidates will have to undergo additional certification / examination, if an individual want to pursue their career in any other country.

 

Who is a Financial Planner?

A Financial Planner also referred to as a Personal or Certified Financial Planner is a qualified financial or investments advisor. They provide their clients with professional advice regarding investments, insurance, tax, wealth management, and retirement planning.

A financial planner gives an advice to an individual's concerning the management of their finances, and work for a firm or independently.

 

Earning potential and Job Roles for CFP:

After the completion of the CFP course, CFP graduates can find lucrative and highly paid job opportunities. The average salary one can expect to earn as a Certified Financial Planner (CFP) in India is around INR 3.99 LPA which increases with experience and expertise.

The career prospects and scope for CFP jobs are diverse given their availability in a variety of sectors. Both the private and the government sectors provide ample opportunities for CFP scope in India.

A variety of sectors provide career opportunities to graduates of the CFP course such as finance consultation, investment, banking, risk management, relationship management, office administration, portfolio management, etc.

Students are trained as professionals to handle the various challenges in each of these sectors related to the course. Mentioned below are some of the popular job roles available to candidates:

  • Private Banker
  • Investment Advisor
  • Financial Manager
  • Certified Financial Planner
  • Data Analyst
  • Bank Manager
  • Asset Management Analyst
  • Fund Accountant
  • Research Analyst

 

Benefits of CFP:

Most Recognized qualification in the field of Financial Planning & Wealth Management. Improves career progression as most banks become universal banks and expect you to have knowledge of mutual funds, insurance, taxation besides core banking products. Boost your own advisory services since CFP communicates credibility

and knowledge Certified Financial Planner is the most desired and respected global certification for those seeking to demonstrate their commitment to competent and ethical financial planning practice. Candidates having CFP certification get enhanced career and employment opportunities with financial services companies.

They can work in banks, distribution houses, insurance companies, equity brokerage, and financial planning firms,etc.

 

Curriculum of CFP Course:

LEVEL 1:- FPSB_INVESTMENT SPECIALIST

  • Module 1 : Personal Financial Management
  • Module 2 : Investment Planning & Asset Management
  • Module 3 : Regulatory Environment & Legal Compliances

 

LEVEL 2:-FPSB_RETIREMENT & TAX SPECIALIST

  • Module 1: Retirement Planning
  • Module 2: Tax Planning

 

LEVEL 3:-FPSB_ RISK & LEGACY SPECIALIST

  • Module 1: Risk Management & Insurance
  • Module 2: Estate Planning

 

Level 4:-CFP FINAL:

  • FPSB_CERTIFIED FINANCIAL PLANNER
  • Module 1: Financial Planning Process & Skills
  • Module 2: Engaging Clients in Financial Planning
  • Module 3: Integrated Financial Planning
  • Case Study & Capstone Project
  • Gomti Nagar Branch

    4/338 Vivek Khand 4, Gomti Nagar, Lucknow

Check out more Financial Planning and Analysis courses in India

Encarta Labs Pvt Ltd Logo

Financial Planning

Understand the role of a financial adviser when it comes to their clients' financial futures, and assist them with preparing for risks such as sickness or accidents.

by Encarta Labs Pvt Ltd [Claim Listing ]
Dridhon Logo

Financial Planning and Budgeting Training

dridhOn, one of the best Financial Planning and Budgeting Training institutes in Bangalore, will provide industry expert Financial Planning and Budgeting Experts as a trainer, they will make you understand all the concepts of Financial Planning and Budgeting such as Marketing, Operations, People an...

by Dridhon
  • Price
  • Start Date
  • Duration
Aspire Techsoft Logo

SAS Finance Data Analyst Certification

Aspire Techsoft is the SAS Authorized Training Partner in Pune India that offers SAS Finance Data Analyst Certification Course in Pune. We provide quality training by globally accredited SAS Certified experts.

by Aspire Techsoft [Claim Listing ]
AIWMI Logo

Certificate In Financial Planning & Advisory (FPA)

AIWMI’s Certificate in Financial Planning & Advisory (FPA) is designed to develop all-round financial planning professionals with proven understanding of the financial services industry

by AIWMI [Claim Listing ]
IACT Global Logo

Financial Planning

Financial Planning course is offered by IACT Global. Understand the importance of setting financial goals and learn how to develop a plan to achieve them.

by IACT Global [Claim Listing ]

© 2024 coursetakers.com All Rights Reserved. Terms and Conditions of use | Privacy Policy