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:
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.