Banking, Finance & Insurance

Wealth Management is primarily about wealth conservation and wealth creation for the investors. The field came into prominence during the economic boom around 2005-2006. Certified Financial Planner (CFP) Certification is most recognised certification in the field of wealth management. CFP is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted financial planning qualification recognized and respected by the global financial community. If you want to make your career in the wealth management field, CFP will help you to get a good job in the following:
(a) Banks with large distribution models
(b) Brokerage houses that focus on equity-led products
(c) Boutique advisory firms that offer customised services and products to HNIs.
In order to enrol for the CFP certification education program, the applicant must have at least passed his SSC (Class 10th) or equivalent. However, the applicant will be entitled to use the certified financial planner or CFP marks only after he/she has acquired a minimum qualification of HSC. Moreover, the applicant also needs to have a minimum work experience of 6 years in the financial services industry. In case the applicant is a graduate, he/she needs to have a minimum of 3 years work experience in the financial services industry.
You are eligible to enrol for CFP program.