Why CFP^CM -

Today, in the era of globalization, our entire economy is booming with revolution. With changing demands and towering competitions in almost all the market sectors, calls are rising for multi-talent personnel and highly skilled professionals with competitive new age knowledge. In turn it has created a dire need of qualified experts with finance literacy that can also play a role of trusted counselor and help in the vital process of distinguishing between Chance and Choice, Risk and opportunity, Strategies and Solutions, Savings & Investments.

With plenty of benefits and wide variety of products, consumer is often confused with the right selection which suits their own personalized short term or long term needs and goals. Hence, more and more consumers have turned to Financial Planning. Whether, it’s deciding to buy a new home, planning for retirement or for children’s education, or simply not having the time or expertise to get the personal or family finances in order; a financial planner can play a central role in helping client meet their life goals, achieve financial well being and maintain the family’s financial health.

Under the scenario, the CFP^CM certification provides that sense of security which is available, acceptable and affordable to the clients. The right to use the CFP^CM marks is allowed only to those who meet initial CFP^CM certification and renewal requirements , as the clients need to feel confident that the person he chooses to help him plan the future, is competent, ethical and trustworthy.

Target Audience

CFP^CM certification is suitable for Students (Graduates/ Pursuing Graduation), MBA, Company executives, Financial Services Company Employees working in sectors as Banking, Insurance, Mutual Fund, Investment advisory services, Stock Broking and for all others who want to acquire the knowledge and skills required to become a professionally trained and qualified Financial Planner.

FP as a career gives ample of Job satisfaction, excellent career opportunities, and courage to meet & resolve challenges with steep rise in personal as well professional growth and income graph that allows you to enrich your dreams as they come true. We know these are the goals you aspire for, while deciding about your future career. And a career in Financial Planning will offer you all these things and something extra: the ability to help people from all walks of life fulfill their dreams through the sound financial advice you provide.

Choose a career in Financial Planning and you'll choose to be a part of one of India's most dynamic and fastest growing professions in the financial services industry. As a Financial Planner, you're not just working with numbers; you are working with people. Some of your clients may stay with you from the moment they enter the workforce until they retire. You find out about their hopes and goals and create comprehensive financial strategies to help them achieve those goals.

FPSB India’s Charter Members, who have committed to give preference to CFP^CM Certificants in their recruitment. In addition to these many more Banks, Mutual Funds, Broking houses and other Financial Institutions prefer CFP^CM qualified professionals.