Sie sind auf Seite 1von 23

CFP WHO IS IT FOR?

The individuals who are fascinated by both academics and practical training will identify the CFP. CFP Certificants are qualified to provide advice with regards to all aspects of financial planning and will be able to create comprehensive financial plans.

An individual is open to varied professions in the field of: Banking Investment Advisory Services Financial Planning Organizations Life & General Insurance Mutual Funds & Other Financial Services Accounting or Law Firms Stocks and Securities Brokers Fund Managers Credit Counseling Organizations Course Duration The course can be completed within a span of 6months. Since the exams are held once every 2 months and you may appear for 2 modules at a time. FPA is also an authorized Education Provider for the Challenge Status Path: For further details please visit our website: http://www.fpacademy.in FAQs 1. What is Financial Planning? A. Financial planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your childs education or planning for retirement. 2. What are the Benefits of Financial Planning? A. Financial planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. For example, buying a particular investment product might help you pay off your mortgage faster or it might delay your retirement significantly. By viewing each financial decision as part of a whole, you can consider its short and long-term effects on your life goals. You can also adapt more easily to life changes and feel more secure that your goals are on track. 3. What is Certified Financial Planner (CFP) certification? A. The CFP Certification is one of the most prestigious qualifications within the Financial Planning industry and can only be obtained in India through the FPSB India. To be eligible for CFP Certification, you must complete the CFP professional education program through an FPSB India recognized Education Provider. CFP is accepted as the highest standards for financial planning globally. 4. What is AFP certification? A. On clearing any one Module out of the first four, one can get the certification on AFP .The eligibility is HSC.

Eligibility
At the time of joining the course only a HSC certificate is required. <!--Session data-->

Syllabus

In this program the candidates would get to study the following major subjects: Module I: Introduction to Financial Planning Module II: Risk Analysis and Insurance Planning Module III: Retirement Planning and Employee Benefits Module IV: Investment Planning Module V: Tax and Estate Planning Module VI: Financial Plan Construction

Module 1: INTRODUCTION TO FINANCIAL PLANNING This module serves as an introduction to financial planning broadly covering the following: The six-step process financial planning Client interactions Code of Ethics Time value of money applications Personal financial statements Cash flows and debt management Asset allocation Overview of risk management, investment planning, tax planning & retirement planning RISK ANALYSIS AND INSURANCE PLANNING - Module 2 (Exam I) This module exhaustively covers the knowledge requirements relating to: Risk management and insurance decisions in personal financial planning Identifying clients exposure to mortality, heath, disability, property, liability, and long-term care risk is emphasized. Selecting the apt risk management technique Various Insurance Policies and Strategies: o General Insurance o Life Insurance o Motor Insurance o Medical Insurance Insurance of Business Risk Regulation of Insurance Insurance Pricing Insurance Companies RETIREMENT PLANNING AND EMPLOYEE BENEFITS - Module 3 (Exam II) This module emphasizes on the process of wealth creation and the retirement planning strategies. It broadly covers: Retirement need analysis techniques Development of retirement plans Various retirement schemes such as: Employees Provident Fund (EPF) Public Provident Fund (PPF) Superannuation Fund Gratuity Other Pension Plans Post-retirement counseling INVESTMENT PLANNING - Module 4 (Exam III) This module discusses about the various investment vehicles and investment strategies required to execute any sound financial plan. The broad categories it includes are: Risk Return Analysis Mutual Funds Derivatives Asset Allocation Investment strategies Portfolio construction and management Regulation of an Investment Advisor TAX PLANNING AND ESTATE PLANNING - Module 5 (Exam IV) This module broadly covers the knowledge required by a CFP professional in the various tax laws and tax planning tools, namely: Income-tax computation for Individuals, Companies, Trusts and other bodies Capital Gains and Indexation House Property Deductions and Allowances Non Resident Indian tax laws Tax Management Techniques

Estate planning, the second section to this module, is also vital to any financial plan. It mainly covers: Wills Trusts Indian Succession Act Power of Attorney Joint ownership of property ADVANCED FINANCIAL PLANNING - Module 6 (Exam V) This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan: Establishing client- planner relationships Analyze Client Objectives, Needs and Financial Situation Developing and presenting the financial plan Implementing the financial plan Monitoring the financial plan <!--Session data-->

Placement Services
Placement Assistance on successfully completing the course. <!--Session data-->

Additional Details
Less
Course Duration: 6-10 Months Hostel Facility: Hostel facility is not applicable with this course. Scholarships / Financial Aid: Scholarships / Financial Aid is not applicable with this course.

CFP Education
CFP Education: The AFP/CFPCM examinations have been designed by FPSB to assess the ability to apply Financial Planning knowledge to real-life Financial Planning situations. By clearing all the modules of CFPCM examinations, you will be able to exhibit your level of competency to practice Financial Planning. CFP ELIGIBILITY COURSE CONTENT INTRODUCTION TO FINANCIAL PLANNING - Module 1 INSURANCE AND RISK MANAGEMENT - Module 2 (Exam I) RETIREMENT PLANNING AND EMPLOYEE BENEFITS -

Module 3 (Exam II) INVESTMENT PLANNING Module 4 (Exam III) TAX PLANNING AND ESTATE PLANNING - Module 5 (Exam IV) ADVANCED FINANCIAL PLAN CONSTRUCTION - Module 6 (Exam V) DURATION OF THE COURSE EXAM DETAILS Exam I, II, III, & IV Paper Pattern Permitted Accessories during the examination Examination Results Exam V (Advanced Financial Plan Construction) Examination Model - Module V Eligibility Criteria Examination Results Permitted Accessories during the examination EVALUATION SYSTEM ALREADY A QUALIFIED PROFESSIONAL? APPEAR FOR THE CHALLENGE STATUS PROGRAM ASSOCIATE FINANCIAL PLANNER (AFP) ELIGIBILITY CRITERIA WORK EXPERIENCE REQUIREMENTS

CFP Eligibility: To enroll for CFP course and sit for the exams the minimum requirement is to have

a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree) To qualify as a CFP the minimum requirement is to clear all modules and: Graduation Degree (Any field) + 3 years Work Experience or Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field To qualify as a Associate Financial Planner (AFP) the minimum requirement is: Clear any 1 Module of the CFP course Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
TOP

Course Content Introduction to Financial Planning - Module 1 This module serves as an introduction to financial planning broadly covering the following: The six-step process financial planning Client interactions Code of Ethics Time value of money applications Personal financial statements Cash flows and debt management Asset acquisition Education planning Overview of risk management investment planning & retirement planning Special circumstances Plan integration ethics and business aspects of financial

planning
TOP

Insurance and risk management - Module 2 (Exam I) This module exhaustively covers the knowledge requirements relating to: Risk management and insurance decisions in personal financial planning. Identifying client's exposure to mortality, heath, disability, property, liability, and long-term care risk is emphasized. Selecting the apt risk management technique Various Insurance Policies and Strategies: General Insurance Life Insurance Motor Insurance Medical Insurance Insurance of Business Risk Regulation of Insurance Insurance Pricing Insurance Companies
TOP

RETIREMENT PLANNING AND EMPLOYEE BENEFITS Module 3 (Exam II) This module emphasizes on the process of wealth creation and the retirement planning strategies for individuals. It broadly covers: Retirement need analysis techniques Development of retirement plans Various retirement schemes such as: Employees Provident Fund (EPF) Public Provident Fund (PPF)

Superannuation Fund Gratuity Other Pension Plans Post-retirement counseling This is an important and a critical module that every financial planner must have knowledge of, so that he can secure his clients' retirement.
TOP

INVESTMENT PLANNING Module 4 (Exam III) This module discusses about the various investment vehicles and investment strategies required to execute any sound financial plan. The broad categories it includes are: Risk Return Analysis Mutual Funds Derivatives Asset Allocation Investment strategies Portfolio construction and management Regulation of an Investment Advisor
TOP

TAX PLANNING AND ESTATE PLANNING - Module 5 (Exam IV) This module broadly covers the knowledge required by a CFP professional to advise their clients on the various tax laws and tax planning tools, namely: Income-tax computation for Individuals, Companies, Trusts and other bodies. Capital Gains and Indexation House Property Deductions and Allowances

Non Resident Indian tax laws Tax Management Techniques Estate planning, the second section to this module, is also vital to any financial plan. It mainly covers: Wills Trusts Indian Succession Act Power of Attorney Joint ownership of property
TOP

ADVANCED FINANCIAL PLAN CONSTRUCTION - Module 6 (Exam V) This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan: Establishing clientplanner relationships Analyze Client Objectives, Needs and Financial Situation Developing and presenting the financial plan Implementing the financial plan Monitoring the financial plan
TOP

DURATION OF THE COURSE The course can be completed within a span of 1year. Whereas, the maximum duration within which one has to complete the course is 7 years.

Exam Details The examination will be centrally administered by the NCFM, National Stock Exchange of India, at centers and timings, which will be notified by the National Stock Exchange through the hall tickets to be sent to all registered candidates.
TOP

Examination I, II, III, & IV All the exams are for duration of 2 hours each. A student can appear for the examination of maximum 2 modules at any point of time provided he is not re-appearing. There is no maximum limit in case of re-appearing for the examination of any module(s).

Paper Pattern Multiple-choice examination; all questions designed to have a question body with 2 to 5 alternative answers. Fully automated examination process. The candidates are expected to select the correct answer. The marks for each question are provided along with the question. Wrong answers will attract a negative marking of 20% of the marks assigned to the question.
TOP

Permitted Accessories during the examination MS Excel in the computers on which they take examinations. Proficiency with MS Excel, particularly the finance function

formulae and calculations is essential. Candidates are permitted to bring in their calculatorsscientific/financial. Candidates are expected to use only blue or black ballpoint pen or a pencil. No exchange of accessories will be permitted during the examination.
TOP

Examination Results Results are processed on-line as soon as the candidate submits the paper and is declared within 7 working days of the examination
TOP

Examination V (Advanced Financial Plan Construction) The examination will be administered by FPSB India, at centers and timings, notified by FPSB India The duration for this examination is 4 hours.

Eligibility Criteria: Completed his/her graduation successfully from a recognized university and Cleared Module I, II, III, & IV of CFPCM Certification Program
TOP

Examination Results Module VI examination shall involve case study/studies and will be conducted offline. The candidates will be expected to answer/solve the cases given in their respective answer sheets.

The candidates will be evaluated based on the following learning objectives: Determining the client's financial status by analyzing and evaluating the client's information Developing and preparing a client-specific Financial Plan tailored to meet the goals and objectives of client, commensurate with client's value, temperament, and risk tolerance (including asset allocation) The candidates are expected to know the terms and basic information on Key Financial Products (Mutual Funds, Insurances, Bonds etc.) available in the market. They would be expected to utilise this knowledge to determine the solution of questions asked. Results for Module VI will be declared within 30 days of the examination.
TOP

Permitted Accessories during the examination: MS Excel in the computers (provided at the center) on which they take examinations. Proficiency with MS Excel, particularly the finance function formulae and calculations is essential. Candidates are permitted to bring in their calculatorsscientific/financial. Candidates are expected to use only blue or black ballpoint pen or a pencil and if required, may use color pencils for any graphical depiction (Sketch pens or ink pen should be avoided). Candidates may bring their geometric tools like compass, scale, etc

No exchange of accessories will be permitted during the examination


TOP

Evaluation System A candidate who scores 50% or more will pass the examination. Grade A B C Score(Percentage) Equal and above 75% Between - Equal & above 60% and less than 75% Between - Equal & above 50% and less than 60%

The FPSB India examinations in India will not provide candidates with scores. Given the aspirational needs of the candidates, grades will be provided on the scorecard instead. This system is to enable an aspirational value for Grade A, denoting exceptional performance and a below average differentiation for Grade C. Grade B will include the majority of the successful candidates in the examination.
TOP

Already a Qualified Professional? Appear for the Challenge Status Program The Certified Financial Planner ( CFP CM ) Certification is attracting the attention of a wide cross section of the student and professional community in India. There have been expressions of interest from professionals as diverse as: Chartered Accountants, Masters of Business Administration, Engineers etc. as well as from persons employed with some of

the biggest financial service organizations in the country. Financial Planning Standards Board (FPSB) India recognizes that these professionals have their hectic schedules which will not permit them to devote adequate time for academics. In order to give them an opportunity a fast track Certification Program is available, which is called the Challenge Status Programme. Candidates who meet the eligibility criteria (see below) have to appear only for a single 4 hour paper, instead of appearing for all 5 modules.
TOP

Associate Financial Planner (AFP) On successfully completing a single module, the applicant is qualified as an AFP. Membership Benefits & Services recognized by the Financial Planning Standards Board of India: Certificate conferring the award of the mark. Certificants may use the mark as follows: AFP Associate Financial Planner E.g. Mr. Sachin Ganguly, AFP Mr. Sachin Ganguly, Associate Financial Planner Name published on online AFP Membership directory Subscription to Financial Planning Journal Reflects your professional standards as a competent Financial Planning professional Discounts offered in various events & seminar Networking with global

Financial Planners forum You can earn more by increasing your product offering to your client You become a coach and problem solver Your career and professional development opportunities are enhanced Your professional standards reflect your enhanced social status

CFP Mumbai, CFP, CFP India. Greetings ! We appreciate your interest for knowing about the CFP certification. About CFP Certification Certified Financial Planner (CFP) is an international certification program being conducted in the country by Financial Planning Standard Board (FPSB), India. FPSB, India is affiliated to FPSB, US. Financial Planning is one of the fastest growing careers across the world. Being one of the fastest growing economies, the demand for Financial Planners is expected to reach 50,000 by 2010. CFP, which is offered by FPSB India, CFPCM is considered as Gold Standard for Financial Planners. Currently there are only around 450 Certified Financial Planners (CFPCM) certificants in India. Financial Planning is among the leading career choices in the US and other developed countries. The average earnings of a Financial Planner are in excess of $1,00,000 + p.a. Unlike in India where financial products advisors earn their income through selling commissions, in the developed countries CFPs practice on their own like CAs and earn their income through both selling commissions and consultancy fees. The trend is largely catching-up in India. CFP Course details When a candidate clears all the 5 modules with requisite qualifications and experience, a candidate is offered a CFP Certification. There are total 5 modules for study -

1. Risk Management & Insurance Planning 2. Retirement Planning & Employee Benefits 3. Investment Planning 4. Taxation & Estate Planning 5. Advanced Financial Planning About AFP Certification After completing every module, a student will be awarded title of Associate Financial Planner (AFP) in that particular module: . . . . AFP (Risk Management & Insurance Planning) AFP (Retirement Planning & Employee Benefits) AFP (Investment Planning) AFP (Taxation & Estate Planning)

How to Enroll for CFP Program4 important steps to enroll for CFP Program. 1. 2. . 4. Step 1. Create a NCFM Id from NSE India website - www.nseindia.com 1. A candidate will have to 1st go the NSE website www.nseindia.com and create a NCFM Id. Make sure to write your name , email id and mobile no correctly. a. How to create a NCFM id? i. Type - ww.nseindia.com ii. Click to - NCFM on the website bar iii. Select - Online Register / Enroll iv. Click - New User? Register here v. Fill the online form completely and submit. 2. An auto-generated email stating your NCFM No and other details will come to the given email address from NSE, the candidate will have to take a printout of it and attach it to IMS Proschool Enrolment form, if you already have an NCFM no, then mention the NCFM no and attach the email received to you earlier or attach a photocopy of NCFM passing certificate or mark sheet of NSE of any NCFM module given by you. Step 2. Create a NCFM Id from NSE India website - www.nseindia.com Become a Student member with FPSB . Choose an education provider. Apply online for CFP Examinations on NSE India Website.

Become a Student member with FPSB India through an education provider 1.The Candidate will have to prepare a DD of Rs. 10000/- - Favoring "Financial Planning Standards Board India " payable at Mumbai, and fill the New FPSB India Student registration form. Attach any one of the photocopy of HSC / Graduation / Post Graduation certificate / marksheet, self attested and paste a passport size photograph. 2. The candidate will have to send the DD, FPSB student registration form stating the NCFM in the form, with education provider .

Step 3 Take education from Education provider Course Methodology The Study Material for the course is prepared by renowned CFP's from India.

Step 4

CFP Examination Registration process: Kindly find the CFP examination registration NEW Process as under: 1. A candidate needs to have a NCFM no to apply for CFP examination. 2. A Fresh candidate can appear for any module examination (except 5th module) after 60 days of his /her registration with FPSB India; before registration with FPSB India a candidate will not be able to view the modules on NSE site. 3. Existing NCFM Candidates can obtain their User ID & Password

i. Type - ww.nseindia.com ii. Click to - NCFM (on the website bar) iii. Select - Online Register / Enroll iv. Click - Existing NCFM Candidates can click here to obtain their User ID & Password 4. Create a user ID and password

5. 6. 7. 8. 9.

Choose the module you want to appear for the examination Select - City name, date/month/year Seats available Book your seat Pay online.

. Hall Tickets will be issued by NSE. The student shall be informed about the examination schedule via SMS alert. . Candidates are requested to carry their identifiable photo ID Proof to avoid inconvenience. . Candidate who is not attending the Examination in spite of his/her enrolment would be considered as absent for the said examination. Students should ensure that all personal information such as mobile number and email address, provided by them on NSE Website is correct in order to ensure proper communication. More information about CFP Certification Opportunities for Financial Planner. The world's most developed nation, the US has 50,000 Financial Planners. But then the US population stands at 298 million as compared to India's 1 billion. The most conservative estimate would mean a requirement of 50,000 planners in India. Of course with India's steadily prospering economy the actual figure could be anywhere from 50,000 to 200,000 and even above in the near future. Be one among 50,000 Hi powered professionals. India will need over 50,000 such professionals. Currently the number stands around 300. Financial Planning is undoubtedly geared to be the fastest growing and most rewarding career choice in the financial services industry Leading career choice in the developed world Financial Planning is among the leading career choices in the US and other developed countries. The average earnings of a Financial Planner are in excess of $1,00,000 + p.a. Unlike in India where financial products advisors earn their income through selling commissions, in the developed countries CFPs practice on their own like CAs and earn their income through both selling commissions and consultancy fees. The trend is slowly but surely catching-up in India. How is a Financial Planner different form others?

A common perception about Financial Planning is that it involves mere Investing planning. The truth is a Financial Planner is qualified to View and Comprehend the Holistic picture of a client's Finances, understand the Behavior, Attitude and Risk Profile, set the Right Financial Goals for every stage in life and then suggest appropriate strategies to achieve these Goals. Please feel free to contact or email me for any more details or clarifications. Warm Regards, Bhavesh Trivedi I Mobile - 9967365585
Please fill the form for more information http://spreadsheets.google.com/viewform? formkey=dE1BVDU3dlpNQTI2WkljbDREZnFuNEE6MA

With whom we have to register?? And after registration, do we need join any institue?? For appearing 5th module of cfp,do we require some experience or we can apear without any experience??? Last edited Apr 14, 2011 11:14 AM Report abusive comment 0 Hide replies to this comment Hi...you will have to register with FPSBI, yes after self registration you can enrol with any institute, or you can frist enrol with any institute and they can help you to enrol with FPSBI. Yes to appear for 5th module you require minimum 5 years of relevant experience. To appear without experience, you will have to first clear all the 4 modules firstly and then check with FPSBI...but even if you appear without experience, your result will be withheld till you dont submit all the relevant documents...there is a series of documents to be submitted while appearing for 5th module... i hope all your queries are solved.....let me know for any more doubts or suggestions. Bhavesh Report abusive comment Posted by Bhavesh Trivedi, last edited Apr 12, 2011 11:31 PM Thanks Bhavesh...little more doubts... after clearing first 4 modules, can i get certificate of AFP?? Yes to appear for 5th module you require minimum 5 years of relevant experience. To appear without experience, you will have to first clear all the 4 modules firstly and then check with FPSBI... and then check with FPSBI?? My result will be given after i submit my documents abt my experience of 5 yrs?? And experience is required in some specified fields? Wats d fees for registration of all 5 modules and wats d estimated fees charged by a good

institute like iifp or vantage? And experience required if we are appearing via challenge method or even wid d regular one?

Report abusive comment Posted by Anonymous, last edited Apr 14, 2011 4:04 AM Hi... each module you clear ...you get a AFP certificate. People with more than 5 years of experience only can take the challenge status, also you should have a professional degree etc.., i would suggest you to go through a regular route...but if challenge status if it suits you you can. Experience required in relevant field. should be mainly in Finance or accounting, or marketing financial products. all institutes are good...let me know first are you looking for distance learning or classroom training, then i will suggest you...also let me know, whats your budget for education. for enrolment details please visit www.fpsbindia.org i would appreciate, if you write your name next time. thanks Bhavesh Report abusive comment Posted by Bhavesh Trivedi, last edited Apr 14, 2011 6:47 AM Thanks.. My name is Pankaj.... Will let you know about my budget an a day or two... And we don't require experience if we appear through regular route? And wat is the registration fees and for wat period it is valid? Apart from registration fees, there are also exam fees? Thanks a lot for the information.... Report abusive comment Posted by Anonymous, last edited Apr 14, 2011 11:14 AM Sign in to post a reply

Anonymous

Want to do CFP
I Atul want to joine CFP course, please provide me details about registration, Is it nessesary to choose education provider as we do this course by self study. cleare me point of education provider. also about fees to exms. Last edited Mar 28, 2011 4:23 AM Report abusive comment 0 Hide replies to this comment

yeah atul....you can join this course by paying Rs.10000/- to FPSB and no fees to be paid if u r taking self-prep.(in this case u hv to arrange ur own books). u hav to pay fees if you r taking classes from any education provider....(fees varies)... if u taking self study mode...and u want fresh books...kindly do contact me as I have (CFP) full set of books (text book, workbook, mock=total 16 books)...untouched...pls reply... leave ur number or email @ rahul289@gmail.com Report abusive comment Posted by Rahul, last edited Mar 28, 2011 4:23 AM Sign in to post a reply

Sunil Kumar Mannem

CFP EDUCATION PROVIDRES ADDERSS


i am from andhra, i want to join cfp so plz tell me details & education providers adderss. i completed MBA in FINANCE Feb 21, 2011 6:07 AM Report abusive comment 0 Post reply to this comment

Anonymous

CFP Institute in kolkataI have done MBA in Finance now I want to do CFP so that I can join a reputed job and earn more salary.For this curse which institute would be best in kolkata.please suggest me Last edited Jan 27, 2011 2:46 AM Report abusive comment 0 Post reply to this comment

Rahul

CFP books...
if anyone interested in CFP full set of books (text book, workbook, mock=total 16 books)...untouched...pls reply....

Last edited May 1, 2011 7:09 PM Report abusive comment 0 Hide replies to this comment 01.ankitgupta@gmail.com Report abusive comment Posted by Anonymous, last edited Mar 3, 2011 7:23 PM Yes, I would be interested in CFP books. I am based in BANGALORE. Report abusive comment Posted by Anonymous, last edited Mar 13, 2011 11:24 AM Yes Report abusive comment Posted by Anonymous, last edited Mar 16, 2011 10:53 AM if anyone interested in getting books from me pls leave ur contact number....I'll get back to you as soon as possible..... Report abusive comment Posted by Rahul, last edited Mar 28, 2011 4:19 AM Hi this is goutam I am from bangalore my contact no:9036636224,I am pursuing my MBA finance Report abusive comment Posted by Anonymous, last edited Apr 17, 2011 10:37 AM myself,v venkadesh from jamshedpur and interested in taking ur cfp books. pls, quote me price of it. Thanks venkadesh 9431754331,9279066049. Report abusive comment Posted by Anonymous, last edited May 1, 2011 7:10 PM Sign in to post a reply

Anonymous

ashis
what are the charges for re-registration, if one could not succeed in ist attempt under challenge status pathway? I think it is difficult to clear CFP exam without help & guidence of education provider? Last edited Jan 25, 2011 12:40 PM Report abusive comment 0 Hide replies to this comment if anyone interested in cfp books fresh...untouched...pls cdo reply... Report abusive comment Posted by Rahul, last edited Jan 25, 2011 12:40 PM CFP books Report abusive comment Posted by Rahul, last edited Jan 25, 2011 12:40 PM Sign in to post a reply

Anonymous

Jane Austen
How difficult is the CFP test? Are there certain modules such as "risk management" or "retirement planning" that are more important to study than others? http://www.orlandoinsuranceadvice.com Last edited Jan 10, 2011 1:35 PM Report abusive comment 0 Post reply to this comment

ankit khaitan

Urgent
Is it gud to join CFP..as m currently doing CA,CS? Last edited Jan 5, 2011 11:47 PM Report abusive comment +1 Post reply to this comment

Anonymous

Untitled
Sir, i am b.com.graduate & having five years expirience in financial secter & also have lic agent licence as well as ncfm certificate. can i register through chalange status program. Dec 23, 2010 10:28 AM Report abusive comment 0 Post reply to this comment

Anonymous

Untitled
tell me in detail about admission procedure and duration , scope of cfp. Last edited Dec 21, 2010 7:03 PM Report abusive comment 0 Post reply to this comment

Das könnte Ihnen auch gefallen