Financial Planning is the process of meeting an individual’s Life Goals through the proper management of his/her finances. Goals include but are not limited to buying a home or car, investing for the child’s education & the child’s marriage expenses, retirement corpus, etc. Goals should be met while ensuring tax efficiency & insurance planning.Candidates planning a career in Financial Planning have a bright future. Many opportunities are now available for professionals in the field of Financial Planning.
Opportunities for Financial Planners are available in the field of:
|Private Banking||Wealth Management||Life Insurance|
|Tax Planning||Investment Consultancy||Financial Advisory Services|
|Fund Management||Financial Products Designing||General Insurance|
|Portfolio Management||Financial Products Marketing||Insurance Products|
|Mutual Fund||Stock Broking||Retirement Planning|
Certified Financial Planner Certification is an internationally accepted Financial Planning qualification. This qualification is recognized in more than 20 countries across the world. In India, Financial Planning Standards Board - India (FPSB), grants the Certification.
The CFP Curriculum contains detailed information on Financial Planning, including the construction of a comprehensive financial plan. Some facets of this course include gathering and assessing client data, monitoring potential risk and implementing strategy to achieve financial goals. For more details, view here.
This course is the equivalent of: CFP Certification training + Diploma in Banking & Finance (by IIBF) training. In addition to the topics mentioned above, the Advanced Diploma also trains candidates on the Principles of Banking (Indian Financial System, Marketing of Financial Services etc) and Accounting and Finance for bankers. These aspects will be helpful particularly during monitoring investments once the entire investment plan is created and implemented.