CFP (Certified Financial Planner)

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