Course Overview

This Course includes over 40 solved FPSBI case studies (latest ones and previous years)

Rated as Gold Standard by Wall Street Journal

It is the most recognized, accepted and esteemed financial planning certification worldwide

It is a preferred certification by almost all the organizations of BFSI Industry

CFP is highly sought after by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms

Personal satisfaction of accomplishing the Financial Planning profession’s highest standard and having met the global benchmark.

CFP credentials validate confidence among the financial consumers.

CFP certified professional join the global league of the best Financial Planning professionals.

69 percent of firms reported that CFP professionals have a higher rate of growth of assets under management.

76 percent of firms found that employing CFP professionals led to increased client retention.

This Online Training Course on Certified Financial Planner or CFPCertification is delivered by Lakshminarayanan, a Chartered Accountant, a Certified Financial Planner (CFP), a Chartered Wealth Manager (CWM) and ACCA CertIFR (Certificate in Financial Reporting), with rich domain experience in Financial Planning and Wealth Management.This course is best suited for candidates taking the CFPcertification exam in India.CERTIFIED FINANCIAL PLANNER (CFP) certification is the most desired and valued universal accreditation for those seeking to validate their commitment to competent and ethical financial planning practice. CFPCertification is intended to evaluate your capability to assimilate and utilize the acquired financial planning knowledge in real life situations. It trains you to provide tactical advice in the fields of investments, insurance, tax, retirement & real estate.CFPcertification is a distinction granted to individuals who meet the strict morals of education, examination, experience and ethics. It is the most respected and internationally accepted Financial Planning qualification recognized by the global financial community. On completion of CFP programme, you demonstrate that you have attained the required competency level to practice independently. CFPCertification presents opportunities worldwide. FPSB India is the principal licensing body that awards CFPCertification in India. CFPCertification is extensively valued by consumers, professionals & industry.The CFPdesignation is the uppermost designation in financial planning, coupled with commitment to the highest ethical standards, which sets CFP professionals apart from the rest. CFPdesignation is recognised in 26 countries around the world, and your designation goes with you wherever you choose to go.Any candidate aspiring to obtain CFP certification has the option to register with ApnaCourse.com who is a FPSB India’s Authorized Education Partner. Structured over five units, the course is delivered by ApnaCourse.com who offers the freedom and flexibility to study at your own pace. Our program is created to help you deliver the best in financial planning. The program no doubt is challenging but your perseverance will earn you a place at the forefront of your career. Your skills will upsurge the service you provide to your clients.CFPCertification programme makes you knowledgeable to provide strategic advice in the fields of investments, insurance, tax, retirement & real estate. All facets of the CFP exam are guided by CFP professionals, including the determination of content coverage, writing, reviewing and approving of exam questions, scoring and passing criteria.CFPhas the highest growing careers in the world. In India, the international CFPcertification is awarded by the Financial Planning Standards Board of India (FPSB India). CFPcertification is appraised as a Gold Standard and gets its holder acceptance and recognition across a diverse range of Financial organizations around the world. There are currently over 1,00,000 CFPCharters worldwide and around 1200 + CFPs in India. As per current industry estimates, the requirement for financial advisers will be around 50000 in the impending years.An increasing number of multinational banks such as ICICI Bank, Standard Chartered Bank, American Express Bank and others have made it essential for their Relationship Managers to get the CFPcertification in order to raise the existing service standards to optimum level. Regulatory bodies like SEBI, IRDA, PFRDA etc. are also increasingly educating and encouraging consumers to consult CFPs for their financial needs. Apart from this, Charter Members of FPSB India have committed that they will give first preference to CFPCharters during recruitment.