The Most Prestigious Certification Of Financial PlannersCertified Financial Planner Certification is a mark of excellence ...
2.Examination: The CFP Certification Examination (also called Exam 5 based on Module VI-AdvancedFinancial Planning) is des...
Website Directory. Consumers are advised to cross-check the authenticity of the Financial Plannerclaiming to be a CFP Cert...
You join the global league of the best Financial Planning professionals.So, become a Certified Financial Advisor now & sta...
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Cfp certification program the most prestigious certification of the financial community

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Cfp certification program the most prestigious certification of the financial community

  1. 1. The Most Prestigious Certification Of Financial PlannersCertified Financial Planner Certification is a mark of excellence granted to individuals who meet thestringent standards of education, examination, experience and ethics. It is the most prestigious andinternationally accepted Financial Planning qualification recognized and respected by the global financialcommunity. The CFP Certification wins trust and presents opportunities worldwide. In this era of superspecialization, the Professional Certification - Certified Financial Planner (CFP) Certification, gears careeraspirants and existing financial intermediaries for giving comprehensive financial advisory services toindividuals and make a satisfying career in the financial services industry.Financial Planning Standards Board India (FPSB) is the principal licensing body that awards CFPCertification in India through an agreement with FPSB, US. CFP Certification is the highest level ofCertification worldwide in the field of Financial Planning with largest CFP Certificants and widelyrespected by consumers, professionals & industry. Education is an integral component of the CFPCertification Program and any candidate aspiring to become CFP Certificant has to register himself withany of the FPSB Indias Authorized Education Providers. However, certain candidates having specifiedqualifications and work experience have an option of applying through Challenge Status pathwaywherein they can challenge the CFP Certification Education Programme. FPSB India is promoted by hugeno. of Financial Services Organisations.CFP Certification worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfillingthe 4 E Criteria of CFP Certification i.e.1.Education: A candidate must complete academic coverage of the Financial Planning curriculum byundergoing the 6 Module CFP Certification Education Program through an Authorized EducationProvider and pass corresponding Exam 1-4 facilitated by NSE.However candidates applying through theChallenge Status Pathway are exempted from the Education Program considering their higherqualifications & work experience. Education criteria demonstrate to the public that the candidate hasacquired the necessary knowledge to become a Financial Planner.
  2. 2. 2.Examination: The CFP Certification Examination (also called Exam 5 based on Module VI-AdvancedFinancial Planning) is designed to assess the candidates ability to apply Financial Planning knowledge toreal-life Financial Planning situations. By passing the CFP Certification Examination, the candidatedemonstrates to the public that he/she has the required level of competency to practice FinancialPlanning.3.Experience: The experience requirement qualifies work experience that involves Personal FinancialPlanning. Candidates under the Regular Pathway may complete the experience criteria pre or postappearing Exam 5. However candidates under Challenge Status pathway need to have attained relevantexperience before appearing Exam 5. The Experience criterion is designed to provide the public with theassurance that the candidate understands the counseling nature of personal Financial Planning.4.Ethics: To get the CFP Certification, candidates after meeting Education, Examination & Experiencecriteria must agree to abide by FPSB Indias Code of Ethics, Rules of Professional Conduct, PracticeStandards & Disciplinary Rules & Procedures. Careful adherence to these standards of professionalconduct helps turn initial consultations into trusted, long term consulting relationships with clients andgain public confidence in the Profession.Continuous Education:Once Certified, CFP Certificant must fulfill the Continuing Education (CE) requirement to stay current onFinancial Planning strategies, products and trends affecting their clients. CE plays a vital role in the CFPCertificants pursuit of ongoing professional competence. This demonstrates to the public that thecandidate has kept himself /herself abreast of developments in the Financial Planning field.Authorization to use CFP Marks:A candidate fulfilling the rigorous initial & ongoing CFP Certification criteria and after paying the AnnualCFP Certification Fees is authorized by FPSB India to use CFP, CERTIFIED FINANCIAL PLANNER & CFPflame logo collectively known as CFP Marks in his/her publishing material and communications. Tomaintain the legitimacy of use of CFP Marks FPSB India publishes the list of CFP Certificants on its
  3. 3. Website Directory. Consumers are advised to cross-check the authenticity of the Financial Plannerclaiming to be a CFP Certificant by referring to FPSB India website directory.Benefits of CFP Certification:Enhanced career and employment opportunities with Financial Services companies. Your Services aresought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planningfirms.Personal satisfaction of achieving the Financial Planning profession s highest standard and met theglobal benchmarkSatisfied clients who appreciate the comprehensive approach to Financial Planning and extend longterm relationship and referralsYour expertise and credibility as a qualified professional is instantly communicated.More revenue streams by increasing your product and service offering to your clients.Enhanced Social Status by joining the league of professionals.Recognition in large no. of countries across the world.Your credentials demonstrate trust among the financial consumers.You have met the global benchmark for competency, ethics & professional practice standards to providecomprehensive Financial Planning services.
  4. 4. You join the global league of the best Financial Planning professionals.So, become a Certified Financial Advisor now & start advising people about insurance and investingmatters & also help them with everyday spending habits and short-term savings goals.Get more information on list of cfps in india, cfp india and best financial advisor india.

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