How to become a Certified Financial Planner

The Certified Financial Planner (CFP) is a professional certification awarded by the FPSB. It is one of the most significant and internationally recognized Financial Planning qualifications.

People today have more disposal income than our previous generations and most pofessionals want to invest their money in financial instruments, where the returns are safe and high. Because of our awareness, astute business sense, and global outlook, the concept of financial planning is becoming popular. Some of us have a financial background, o are guided by well wishers and family to invest in certain instruments. However a large population is still clue less about financial planning and the benefits of doing the same. Some invest in misguided tips, some play safe and invest in mutual funds etc. more of a herd mentality. Keeping all these in mind, the existence and importance of a certified financial planner only becomes relevant.

Today many financial institutions, banks, boutique management firms etc are hiring certifed financial planners for the ever increasing demand. A person with the aim of providing financial advisory services or assistance to individuals can go for the course.

The financial planning qualification in India is granted by Financial Planning Standards Board, India (FPSB). The Certified Financial Planner Certification is an internationally accepted course and recognized in more than 20 countries worldwide. This is a comprehensive course that covers a wide range of subjects like

  • Introduction to Financial Planning
  • Risk Analysis and Insurance Planning
  • Retirement Planning & Employee Benefits
  • Investment Planning
  • Tax Planning & Estate Planning
  • Advanced Financial Planning

There are institutes who are on the board of FPSB to provide prescribed quality education. Once the candidate has acquired the certificate, he or she is eligible to provide all kinds of financial advisory services.

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2 Responses to How to become a Certified Financial Planner

  1. Pingback: Difference between CFA and CFP | career guru

  2. Pingback: Job opportunities for Financial Planners | career guru

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