Frequently Asked Questions
CERTIFIED FINANCIAL PLANNERCM or CFPCM is an international certification program in the field of Financial Planning, wealth management and financial advisory services.
Financial Planning is one of the fastest growing careers across the world. Being one of the fastest growing economies, India currently has around 5 crore families with investible surplus. Assuming one financial planner is handling approx. 1,000 clients we need at least 50,000 Certified Financial Planners in India immediately. This is set to grow at a faster rate. CFPCM designation was rated as Gold Standard in Financial Planning by Wall Street Journal in the year 2006.
CERTIFIED FINANCIAL PLANNERCM Certification or CFPCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning certification recognized and respected by the global financial community. CFPCM Certification is the highest level of Certification in the field of Financial Planning worldwide with over 1,18,245 CFPCM Certificants and which is widely respected by consumers, professionals and industry.
| Who should consider CFPCM Certification? |
CFPCM Certification is for financial services professionals, customer relationship officers, insurance agents, stock brokers, those looking to expand their careers in the financial services business, and graduates who want to be professionally and globally recognized.
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| What are the prospects of career in Financial Planning? |
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Financial Planning is one of the fastest-growing professions across the world and Financial Planners are the most sought after professionals by a fast growing working population that earns well, and needs expert handling of their finances. The opportunities are aplenty with Banks, Financial Planning Outfits, Wealth Managers, Life Insurers, Accounting Firms, Stock brokers seeking professionals with such expertise. Financial Planners offer expert opinions on issues related to retirement planning, estate planning, tax planning, investment planning, insurance planning, financial management of small businesses and trusts, stock broking, debt and risk analysis. Needless to say a career as a Financial Planner can prove both challenging and rewarding.
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| What are the benefits of undergoing the CFPCM Certification Program and the CFPCM marks? |
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Enhanced career and employment opportunities in Financial Services Sector.
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Personal satisfaction in knowing you have earned the profession’s highest standard and met the global benchmark.
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Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.
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Your expertise and credibility as a qualified professional is instantly communicated.
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More revenue streams by increasing your product and service offering to your clients.
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Enhanced Social Status by joining the league of professionals.
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Recognition in over 23 countries across the world.
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Opportunities to show case your knowledge on Financial Planning & Advising through various media vehicles.
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