Wednesday 5 June 2013

Importance of CFP

CFP (Certified Financial Planner) Certification
A certified financial planner or CFP is an individual that helps prepare financial plans for individuals.  A CFP can assist individuals in a variety of aspects from their personal finances to their professional finances as well as dealing with estate planning.  To become a CFP one must first get a certification in finance and take a CFP course.  These courses include financial courses and focus on preparing individuals to have careers in Financial Advisory Services.
Many that are going back to school to get be a CFP are individuals that are either just coming into the business and are looking to get take a CFP course and financial courses that will help them break into the industry, or they are individuals that have been financial planners but find that they need to get certified in order to continue working. 
The CFP course at the Financial Planning Academy is one that holds its students at the highest of standards.  They expect students to have the education, experience, and ethics that will make them qualified and exemplary CFP.  Becoming a certified financial planner can be difficult but at FPA they make the process easier by making convenient for students by working around their schedules.  Getting certified as a CFP allows for individuals to have a more professional bearing when it comes to finance and financial planning which will allow for them to have more personal and professional opportunities. 
Individuals looking to become a CFP through the CFP course at FPA must be undergraduates (12th pass), graduates (in any stream) or working professionals to be eligible to pursue the CFP course.  Those that are interested in pursuing a career in financial services, are looking for a new or improved job, want to be globally qualified, want a professional qualification that can be completed in a year, or want to work with companies in financial services or start their own businesses should consider applying for the CFP course.
Once admitted for the CFP course the certification program is based on the regular mode, distance learning, and the challenge status.  These different options are what allow individuals to find the program that works best for them, whether it is in the classroom, or by distance learning/self-study.
The CFP course consists of 5 modules that help prepare students for being a certified financial planner and educate them on the basics of finance.
·         Module 1: Introduction to Financial Planning
·         Module 2: Risk Analysis and Insurance Planning
·         Module 3: Retirement Planning and Employee Benefits
·         Module 4: Investment Planning
·         Module 5: Tax planning and Estate Planning
There are exams for all of the modules except for Module 1.  The exams can be taken daily as they are assigned and are computer based.  Each exam is 2 hours and a passing grade is 50%.  The AFP exam is 4 hours and a passing grade is 50%. 
Taking coursework to become a CFP is a great way to either find a career or boost a career in financial planning that you may already have.  FPA gives individuals the instruction, coursework, and the tools to become successful CFP. 

Tuesday 28 May 2013

Get Recognized Globally with Certified Financial Planner Certification


Overview of CFP Course


CFP (Certified Financial Planner) is a Certification course for financial planners who want to be recognized globally and individuals who want to step in the field of financial planning. The CFP Course is recognized globally across 25 countries and fortune financial services providers. Advantages of CFP Course

CFP course offers many out-of-the box benefits. Some of them are listed herein below:


  •      Makes you a globally recognized leader in the field of financial planning
  •      Differentiates from your peers
  •      Makes you searched by HR executives looking for certified financial planner
  •      Makes you understand the financial strategies of dynamic market
  •      Makes you a leader in wealth management
  •      Gives you the highest certification in Financial Planning
  •      Opens the door of opportunities across 25 countries to work with fortune financial          services providers
  •      Choose your own exam schedule
  •      FP SBI approved study material is provided
  •      FPA prepares you via 5000+ online question bank
  •      FPA provides you real time mock tests to prepare you for the CFP course
  •      FPA gives you placement assistance
  •      FPA has franchises all over India
  •      FPA supports every candidate from starting to certification completion

Advantages of CFP course are great but to get the real benefit of CFP course, you have to make a wise decision on from where to pursue this course.


Why I am asking you to make a wise decision? Answer is simple and i.e. the quality and facilities. When you invest money somewhere to pursue the highest certification in Financial Planning then the very first step for you is to plan your finances. Ensure that you do not handover your money to someone who is not really serious about your CFP course but his income.

Helping you stay away from such cheap people, I introduce Financial Planning Academy (FPA) – Nurturing your aspirations.

Why FPA for CFP (Certified Financial Planner) course

  • Since 1980, FPA is providing financial advisory services
  • For CFP course, FPA is an authorized education provider of the Financial Planning Standards Board, India (FPSBI)
  • FPA is dedicated to meet standards of delivering education.Offers flexible study modes that include classroom, distance learning, and online; you can select the study mode as per your convenience. For example, if you are working then online study mode is the best mode for you

For More Information Log Onto fpa.edu.in

CFP Certification a Detailed Overview


The importance of CFP certification cannot be denied because it is globally recognized by the industry leaders.  Professionals who are qualified in CFP enhance the chances of getting jobs in more than 25 countries.  Considered to be the hallmark of the financial planner, the certification is the passport to get a wonderful employment opportunity in the long run.  The modern economy has proven to be highly competitive for the users because the companies are jostling for market space. People who are equipped with CFP degree have additional advantages because managers would prefer them. It is the differentiating characteristic that would go a long way in giving stellar results.
After clearing the exam, people are naturally filled with inner satisfaction of becoming the coveted professional. They are bound to join the elite group in an impeccable manner. By getting the degree one could enhance the professional opportunities without any hiccups. The world’s leading financial professionals’ form a network and you become a part of it.

One of the biggest advantages of CFP certification is the eligibility criteria, which are open to the people who have just passed their 12th standard examination.  Even the working professionals or the graduate students could join the course and finish it as per their requirements and specifications.  People looking for a career upgrade would look towards the options like CFP. The duration of the qualification is not huge and it could be completed within a single year. Working professionals could enhance the range of financial products offered to the users and further their careers from a long-term perspective.

There is an elaborate process of registering with CFP however, the examination is very important and could change the life of the candidates. 3 passport size photos are required along with the Class XII mark sheet. It would go a long way in providing impeccable results to the users. CFP provides credentials to the people so that they could establish benchmarks of quality in the field of finance.  By undergoing CFP course, the person has attained the work ethics and competency without any hiccups. By honing the skills, people are bound to become better financial professionals of tomorrow.

The financial planning academy is known to create qualitative benchmarks in the recent times because the mode of training is amazing.  Under the classroom program, the textbooks are available to the users so that they could learn the facts as well as concepts. The instructor is of top quality and imparts education through the intuitive means to the users. To understand the concepts, extra reference books are also supplied by the academy to the candidates.  They can analyze them for further understanding the issues. Apart from the books, one could look into mock exam questions, which provide the ideal environment to practice. It is important to prepare for a CFP degree from the financial planning academy because more than 120 hours of training are imparted in the classroom.