Global financial community accept CFP as global certification

Reference & EducationEducation

  • Author Neera Singh
  • Published June 12, 2010
  • Word count 649

On successful completion of CFP courses the student earns Diploma in Advanced Financial Planning. In addition to this, the student gets CFPCM designation, the most prestigious and internationally accepted Financial Planning qualification, recognized and respected by the global financial community.

CFP courses are also extension of other financial management courses. CFP Delhi has made its name in financial job market.

Benefits of the CFPCM certification education programs are manifold to the aspiring candidates:

• CFP courses equipped enhanced career and employment opportunities with Financial Services companies. Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.

• CFP courses provide you personal satisfaction of achieving the Financial Planning profession’s highest standard and achieving the global benchmark.

• CFP courses results in satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long-term relationship and referrals.

• CFP Courses (CFPCM) is an industry promoted program and is completely a recession proof career.

• More revenue avenues by increasing products and services offered.

• You join the global league of the best Financial Planning professionals. In India CFP Delhi has set benchmark in finance sector.

• To learn and apply all aspects of the financial planning process in achieving financial aspirations of your clients and to develop expertise in investments, insurance, retirement, tax and estate planning.

Financial Planning is a six step process that encompasses establishing the present and anticipated assets and liabilities and providing impartial assistance in analyzing and organizing an individual’s personal and financial affairs in order to achieve his financial goals and objectives.

4 E Criteria for Initial Certification.

CFP Certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFP Certification i.e.

Education: A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 6 Module CFP Delhi Certification Education Program.

Examination: The CFP Certification Examination is designed to assess the candidate’s ability to apply Financial Planning knowledge to real-life Financial Planning situations. The Examinations are conducted by the Financial Planning Standards Board India through National Stock Exchange (NSE) countrywide.

Experience: The experience requirement qualifies work experience that involves Personal Financial Planning. The experience criterion is designed to provide the public the assurance that the candidate understands the counseling nature of personal financial planning.

Ethics: To get the CFPCM Certification, candidates after meeting Education, Examination & Experience criteria must agree to abide by FPSB India’s Code of Ethics, Rules of Professional Conduct, Practice Standards & Disciplinary Rules & Procedures.

The objective of the CFP Certification is to make students learn every aspect of this changing dynamic world. We at NIPS believe that every student has a vast potential and is a sea of talent. We nurture this talent and sharpen the skill necessary to compete in this ever-changing corporate environment.The CFP Certification course DAFP covers all the necessary aspects, which are taken from the employers over years of interaction with them, and thus our inputs covers all essential exposure, which a student should get. The final objective is to make them masters in the field of finance and unleash the future leader in them. CFP Delhi Certification is an intensely structured program spread over 6 months with over 230+ hours’ classroom study.

CFP career has made its own space in the last decade, particularly demand for financial planners has risen, as individuals have had to assume more responsibility for their own retirement and other financial decisions. Considering the fact that people’s incomes are on the rise, they are seeking guidance to invest their money in the right avenues to reap optimum benefits. Those who are looking for CFP career in a firm, in India and internationally the opportunities are plentiful and growing fast. Companies such as JP Morgan, Deutsche Bank, Fidelity, Citi Bank, Franklin Templeton, HDFC Bank, Kotak, American Express, Reliance, HSBC Bank and ING are a few among the various market leaders that actively recruit CFPs.

CFP Delhi Certificant has all the necessary knowledge and skills to give financial planning advice and therefore his services are sought after by banks, wealth management companies, KPO’s, Financial Planning companies Insurance companies, etc.

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