Certified Financial Planner | CFP India - CFP Course - PowerPoint PPT Presentation

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Certified Financial Planner | CFP India - CFP Course

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Here are the best finance courses to become a certified financial planner. CFP India professionals must pass a comprehensive series of 6 complex financial planning courses to complete it. Call 011-45120800 & Visit us – PowerPoint PPT presentation

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Title: Certified Financial Planner | CFP India - CFP Course


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  • Certified Financial Planner
  • Financial planning is an obvious necessity.
    Without our ability to plan our finances, we
    wouldnt be able to save, invest, and improve our
    situation while it is important to understand the
    importance of a certified financial planner, that
    the person often fails to meet their own
    financial planning needs. It leads to a feeling
    of hopelessness as if we are incapable of
    managing our own money. Working with a certified
    financial planner is one way to aid yourself in
    accomplishing your business goals. It is someone
    who has their best interest in mind and can help
    one sort out their income, expenses, needs,
    wants, and financial ambitions. Upon leaving a
    certified financial planner, most individuals
    feel a sense of empowerment and happiness,
    knowing they have taken a significant step in
    moving forward with their lives.

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  • Best Finance Courses - Courses Related to Finance
  • There are many best finance courses to become a
    certified financial planner. One needs to find
    out the courses related to finance and choose the
    best finance course to complete it. One will
    choose from the courses related to finance. Not
    every financial planner is certified. A CFP is a
    person who has dedicated themselves to the four
    Es of financial planning.
  • Education- CFP India professionals must pass a
    comprehensive series of 6 complex financial
    planning courses to complete it. Also, the person
    must have already obtained their Bachelors
    Degree from an accredited and nationally
    recognized college from anywhere. The education
    is based only on practical and theoretical
    knowledge to give them a broad understanding of
    the history and also the importance of financial
    planning. The CFP board is the one that must
    approve the curriculum of the school or
    institution.
  • Examination All financial certified planners
    must pass the CFP Certification Exam. This is a
    test that is specially designed to see how the
    individual reacts to real-life scenarios that
    require financial planning knowledge. The exam
    held by the CFP examination is very extensive and
    also covers taxes, the process behind retirement,
    estate planning, financial planning, benefits,
    investments, and even insurance.

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  • Experience A CFP India professional must have a
    minimum of experience of 3 years before they are
    considered for the certification. This experience
    provides practical and also hands-on knowledge in
    financial planning.
  • Ethics A CFP India is held to a very high
    standard and also has guidelines for conducting
    themselves professionally. They are required to
    maintain universal principles and even moral
    codes such as integrity, professionalism,
    competence, fairness, objectivity,
    confidentiality, and diligence. A system of
    conduct for CFP is that he must place the
    interests of their client ahead of their own. If
    found that a CFP is violating this rule, they are
    subject to Board sanctions where they could have
    their certification removed.
  • A Certified financial planner is specially
    trained to help their clients in as many ways as
    it is possible. They want to ensure that all
    aspects of the financial planning are covered and
    to do this, they have to specialize in every area
    of importance of CFP.
  • For more information visit us call now
    011-45120800.

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