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How to become a financial planner


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FPSB India
Response
by FPSB India on May 23, 2012 06:03 PM

Thank you for your valuable comment.

After pursuing the CFP Education Program, the candidate needs to apply for the CFP Certificate and then he becomes CFP Certificant. To know more about the program, kindly write to info@fpsbindia.org or visit www.fpsbindia.org or call on 912261712432

Financial planning and Financial Planner are very much followed and respected in India as well. Many CFP Professionals successfully running their financial planning/advisory firm are the testimony of the same. Leading Financial Institutions ; State Bank of India, Kotak Mahindra Bank, Religare Wealth Mgmt., ICICI Securities Ltd., Bajaj Capital etc give first preference to the CFP Certificants while recruitment and have mandated CFP Certification for their employees.


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Prasad Menon
Personal view
by Prasad Menon on May 16, 2012 02:03 PM  | Hide replies

Very good article, sir.
I have been following your views for quite a long time.

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FPSB India
Re: Personal view
by FPSB India on May 23, 2012 06:04 PM
Thank you for your valuable comment.

After pursuing the CFP Education Program, the candidate needs to apply for the CFP Certificate and then he becomes CFP Certificant. To know more about the program, kindly write to info@fpsbindia.org or visit www.fpsbindia.org or call on 912261712432

Financial planning and Financial Planner are very much followed and respected in India as well. Many CFP Professionals successfully running their financial planning/advisory firm are the testimony of the same. Leading Financial Institutions ; State Bank of India, Kotak Mahindra Bank, Religare Wealth Mgmt., ICICI Securities Ltd., Bajaj Capital etc give first preference to the CFP Certificants while recruitment and have mandated CFP Certification for their employees.


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Vishnu
CFP course queries
by Vishnu on May 16, 2012 12:40 PM

After becoming a CFP, will that individual become a member of FPSBI or just a qualified candidate from the institution?
Where can I find further details about the course?

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M
Financial Planner following western culture and education
by M on May 16, 2012 11:15 AM

Financial Planner following western culture and education cant show anything to an Indian need.

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