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Website: https://www.aafmindia.co.in/ Call: 011-45120800 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 E’s of financial planning. E Educa ducation comprehensive series of 6 complex financial tion- CFP India professional must pass a planning courses to complete it. Also, the person must have already obtained their Bachelor’s 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
Website: https://www.aafmindia.co.in/ Call: 011-45120800 is the one who must approve the curriculum of the school or institution. Exa Examination mination – All financial certified planners must pass the CFP Certification Exam. This is a test which is specially designed to see how the individual reacts to the real-life scenarios that require financial planning knowledge. The exam held by CFP examination is very extensive and also covers taxes, the process behind the retirement, estate planning, financial planning, benefits, investments, and even insurance. Experie Experience 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. nce – A CFP India professional must Et Ethics hics – A CFP India is held to a very high standard and also has guidelines for conducting themselves professionally. They are required to maintain the 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
Website: https://www.aafmindia.co.in/ Call: 011-45120800 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 that are covered and to do this, they have to specialize in every area of importance of CFP. For For mo more ca call ll no re info informat now w 011 011- -45 rmation 45120 ion visit u visit us s & 12080 800 0. . & W Websit ebsite: //www. .aa Than Thank Yo e: mindi ia.c k You u h https: ttps://www aaf fmind a.co o.in .in/ /