CFP

Hi Roni,
Today, the Indian market is flooded with a slew of financial products and services from loans to stock to government schemes to mutual funds, all claiming to help you grow your money. This is a double edged sword, the consumer has choices but choosing the best products can be an intimidating process.
This is where advisory services come in. Financial Planners who go by a variety of titles from Relationship Manager to Wealth Manager, Personal Portfolio Manager to Investment Advisor play the role of advising a client on the best Finance Management plan for him or her. You also have financial planners with their own practice. In both cases, being trustworthy and knowledgeable are important qualities for any Financial Planner because your client is trusting you with his life's savings.
CFP gives rewarding career in following fields:
1. Banks.
2. Manager - Investment Advisory.
3. RM - Financial Institutional Investments.
4. Investment Relationship Manager
5. Trade Finance - Relationship Manager.
6. Relationship Officer – Retail.
7. Manager - Mutual Fund Investment Advisor.
8. Broking Firms.
9. Equity Research Firms.
10. Non-Banking Finance Companies.
11. Financial Planning.
12. Asset Management Company.
13. KPO.
14. Insurance Companies.
15. Insurance Brokers.
Feel free to raise more questions.
Appreciate by giving it thumbs up or marking as best.
All the Best.

Dear reyansh,
Hi,
One, is the Chartered Financial Analyst (CFA) or the Certified Financial Planner (CFP) designation more difficult to obtain?
First, be aware that the CFA and CFP designations usually attract different students.
The CFA tends towards those interested in financially analytical careers. For example, investment analyst, portfolio management, and corporate treasury functions desire CFAs.
The CFP designation is geared towards people wanting to provide financial planning advice to individual clients.
Most people with a CFP title will do become Financial Planner or Independent Financial Advisor. Therefore, you can work for a bank, an investment firm or an insurance company. While you can get a job in other type of companies, the above mentioned will be the bigger employer for CFP.
Most jobs requiring a CFA title will obviously include an analytical part where you have to work with spread sheet, graphs and other data. The most common jobs are trader or financial analyst (concentrating on a specific investment category or industry)
Hope it will help you, feel free ask more. Give thumbs up or mark this answer as best if you found it helpful.

Hi Gopal,
The CFP certification program is recognized across 50 companies from the Financial Services sector (like ICICI Group, SBI Group, Reliance Group, Aditya Birla Group, Axis Bank etc). There are various jobs offered to a CFP, but the prominent one among the same are Marketing & Financial Planning.
Under the marketing department, you'll primarily be responsible to help individuals & families with their financial planning requirements by providing them with the right product. While in pure financial planning jobs, your will support the marketing team by preparing a financial plan according to the needs & risk taking abilities of the client.
All the best

Hi Swameeka,
This dynamic, challenging and rewarding profession is awarded by Financial Planning Standards Board of India.
The program's innovative course content help you apply your knowledge and skills to problems professionals face in today's market.
For more information log on to http://fpsbindia.org/
The opportunities are plentiful and growing fast across the globe. Companies such as JP Morgan, Deutsche Bank, Fidelity, Citi Bank, Franklin Templeton, HDFC Bank, Kotak, American Express, Reliance, HSBC Bank and ING are a few among the various market leaders that actively recruit CFPs.
Salary Packages-
Certified Financial Planner Rs 154,444 - Rs 893,964
Financial Planner Rs 176,169 - Rs 817,029
Business Analyst, Finance/Banking Rs 120,805 - Rs 993,293
Senior Financial Analyst Rs 390,668 - Rs 599,153
Financial Advisor Rs 297,476 - Rs 707,497
For more acknowledgement on the same refer the links-
https://www.shiksha.com/be-a-certified-financial-planner-with-cfp-certification-article-3162-1
https://www.shiksha.com/getArticleDetail/180/Financial-Planners-Nature-Of-Work-Employment-Avenues-Earnings
Hope it helps. Please feel free to revert. Click on the thumbs up or mark it as the best, if you found this useful.
Wish You Luck!

Dear Manthan,
A candidate must be HSC/ Matriculation/ 12 th pass at the time of enrollment and has to complete the Education criterion, which is passing the following four examinations either through self study or through training support from any one of FPSB India's approved Education Partners.
1. Risk Analysis & Insurance Planning (Exam 1)
2. Retirement Planning & Employee Benefits (Exam 2)
3. Investment Planning (Exam 3)
4. Tax Planning & Estate Planning (Exam 4)
These Exams are facilitated by NSE and conducted online on NCFM platform on NSE's examination centres and other NSE networked sites throughout India.
Plus there is an Advanced Financial Planning Exam 5 and a relevant experience requirement whic can be either Pre or Post CFPCM Examination(3 Years for Graduates & 5 Years for Non-Graduates). On successful completion Candidate is Authorized by FPSB India to use CFPCM Marks i.e
CERTIFIED FINANCIAL PLANNER
CFPCM ,
On an average students take around 6 months to complete first 4 exams.
Please feel free to ask any other query