What Experts Say About CFP

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 faced during this course.

Interview with Abhishek Somani, CFP, who shares his experience of the CFP exam

Proschool : Why did you take up CFP?
Abhishek : In 2006, I was working with Max New York Life Insurance. Before that, I had worked for ICICI Prudential Life Insurance. I wanted to broaden my career opportunities to all sub – verticals in the BFSI sector with a final goal of entrepreneurship. CFP was a great fit for both these objectives. I got a thorough understanding of all aspects of personal finance during the course.

Proschool : How tough is it? How many hours of study are required? What was your study plan?
Abhishek : 2 hours per day of dedicated studies for 6 to 8 months is required to clear the exam. Please note that studying for 12 hours in 1 day and doing nothing for next 5 days does not work. Regular practice is very important. The course is not tough for anyone who commits to regular practice

Proschool : Challenges you faced
Abhishek : Not many coaching options were available that time.

Proschool : How has it helped you?
Abhishek : CFP is useful across the financial services sector and also helped in starting off my own advisory services. Today I am teaching as well as doing Financial Planning. So, it has had a big impact on my career.