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What is the CFP exam all about?

0 8 Views | Posted 10 months ago
Asked by Sreetama Shrivastava

  • 1 Answer

  • Certified Financial Planners (CFPs) assist their customers in making investment selections, retirement plans, tax planning and also insurance policy selection. CFPs in India are responsible for visiting with clients, investigating new investment options and also analyzing various sorts of financial data.

    Applicants for CFP in India must finish Certified Financial Planner Course given by FPSB India after passing 4 exams covering 4 modules. CFP certification is a globally recognised Certificate in Finance that is available both online and offline.

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