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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…
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Risk and Return: Two Sides of the Same Coin

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

Will the value of INR 100 today remain the same tomorrow?

Imagine buying a bar of chocolate of Rs. 10 a couple of years back, as compared to today. Obviously, the size of a 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…

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…

What Experts Say About CFP

Certified Financial Planner is a professional course that helps you embark in the specialised field of financial planning. Following are a few words from an expert, which will give you a brief insight about the CFP exam and the challenges…

Skills required for CFP

A CFP is a globally recognized course in financial planning, helps you stand apart from other financial advisors, given the additional edge you have since as a member of CFP. Moreover, if you’ve convinced yourself to invest time in doing…

CFP Program Details

Certified Financial Program is the highest qualified professional course in financial planning. With rising awareness among investors about various investment options, increasing volatility, opening of foreign markets, CFPs are witnessing…
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Career opportunities after CFP

If you work for money, you may just end up somewhere, but if you can make money work for you, you are sure to go places! As a Certified Financial Planner (CFP), it is your prime responsibility to guide people in making the money work for…

What is a Certified Financial Planner?

To manage our finances, we all need to have a financial planner who can help us set goals that are achievable, analyze financial risks involved, tax planning, etc. In today’s era of specialization, we need expert guidance to manage our…

Who should do a CFP?

A Certified Financial Planner (CFP) acts as a personal advisor for financial planning, assisting you in making short term and long term goals that are congruent with your objective. A knack and liking for personal finance, communicating…