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CFP (Certified Financial
Planner) - Careers
By Anjan Chakraborty
CERTIFIED FINANCIAL PLANNER ( CFPCM ) CFPCM is the most sought after
designation any financial planner may like to acquire. This is considered as
the highest standard qualification in the field of financial planning. In
India, Financial Planning Standard Board of India or FPSB is the authority
to give this certification. Students have to enroll through FPSB approved
education provider and they must have to undergo in depth study of six
modules.
The modules those have
to be studied are :Introduction to Financial Planning, Risk Management &
Insurance Planning, Retirement Planning & Employee Benefits, Investment
Planning, Tax & Estate Planning and Advanced Financial Planning. There will
be no examination for the first module but there will be 20% weight of this
module to other modules and one must have to study this module very
thoroughly.
The CFPCM is an
internationally recognized (valid in 20 countries) prestigious designation
and it is expected that they are specialists in financial planning and can
advise their clients in the above mentioned fields for a better return and
minimizing the risks. The recruiters of CFPCM are banks, mutual funds,
insurance companies, corporates, educational institutions, etc. There is
huge demand of a professional planner and the number of CFPCM designated
professionals are not even 450 currently whereas the demand is in excess of
20,000. As such after passing, no CFPCM will be jobless rather they can
expect a very high profile job offer from all those above mentioned
companies from where they can expect a minimum starting salary of Rs 20,000
pm.
To join this course one
must have completed the graduation and should have 3 years experience in
the financial services sector in any capacity. From field other than
finance, one must have 5 years experience. Interestingly, even 10+2 passed
candidate can do this course but they must have higher experience in allied
field of finance. If a candidate is not having the requisite experience,
they still can do this course and after passing they will remain as AFP
(Associate Financial Planner) till they acquire the required work
experience.
Once their experience level
is achieved they can apply for the change of status of the designation to
become a CFPCM BLB INSTITUTE OF FINANCIAL MARKETS is an education provider
of this course and they are now offering this prestigious course in Distance
Learning mode. It gives a lifetime opportunity to acquire this value added
qualification after joining this program and successful clearance of the
examinations held every two months.
For more details one may
contact: Anjan Chakraborty Regional Head BLB Institute of Financial
Markets 17 R N Mukherjee Road Kishore Bhawan, 6th Floor, Kolkata-700001
Phone : 32968100, 9330977242, 9330399313
Written By:
Anjan Chakraborty Regional Head BLB
Institute of Financial Markets 17 R N Mukherjee Road Kishore Bhawan, 6th
Floor, Kolkata-700001 Phone : 32968100, 9330977242
[email protected]
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Contact
Anjan
Chakraborty
Regional Head BLB
Institute of Financial Markets 17 R N Mukherjee Road Kishore Bhawan, 6th
Floor, Kolkata-700001 Phone : 32968100, 9330977242
[email protected]
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