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How CFP Will Help You to Get into Financial Planning & Retail Banking

Life is all about dreaming & seeing your dreams come to life. What is your dream career? If so, It'll be a great idea to acquire a Certified Financial Planner (CFP) certification. The CFP course is designed to provide you with a sound…

Roadmap to CFP Certification Exam

A step by step roadmap to qualify CFP certification. A. REGULAR MODE Step 1: It is important to have a roadmap and fix a timeline to become a CFP. Usually, you can fix a timeline of 6–10 months to become a CFP. The Sanjivini to…
How to make Financial Planning work for you?

How to make Financial Planning work for you?

Planning of investment and all finance related things are really a difficult task. Know the systematic planning methods to nurture your money factor. A financial plan primarily defines you, since you are the focus of the process.…
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What is Retail Banking?

Retail Banking refers to services offered by a bank directly to consumers, as opposed to dealing with large corporations or other financial institutions Typically, retail banking involves offering the following services – •   …
Investment Banking and Finance
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Top 5 Jobs in Banking and Finance

The world as we must be aware is in a constant state of change. This holds true, especially for the financial domain. Finance, one of the most important departments of any corporation has changed considerably in the last decade.A few years…
What does it take to become a dynamic finance professional
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What Does It Take to Become a Dynamic Finance Professional?

Finance professionals across the globe and organisations perform various roles. Some belong to Investment Banking, some belong to core banking, while others are into equity research, fund management, risk management etc. We also have highly…
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Robo-advisors for wealth management in India - Opportunity or threat?

Ramesh, a private sector employee in his late-thirties, had been toying with the idea of making investments based on a sound financial plan. While searching for a good Chartered Financial Planner on the internet, he came across an app based…

Risk and Return: Two Sides of the Same Coin

Dhiraj had a chance encounter with his friend, Ashok, after couple of years at a restaurant. Bumping into his friend after so many years gave him an excuse to reminisce old memories and and gossip about their teen days. After some time,…

What is Time Value of Money?

Imagine buying a bar of chocolate of Rs. 10 a couple of years back, as compared to today. Obviously, the size of bar has reduced and it has become much thinner. What does this imply? The value of Rs.10 a few years back was more than it was…

What Experts Say About Risk Management?

Risk Managers help in determining and assessing the potential risks, its impact, and measures to reduce it through various mitigation plans. In case, you’re planning to have a career in risk management, the following excerpts from an interview…