What is the basic eligibility for doing a Certified Financial Planner (CFP) program
Hi, I am Suchita. I did B.com & then i completed DFM (Diploma in financial managment) & i have more than 2 years of work experience in one of the leading financial MNC bank., so could you please advice whether am i eligible for direct final exam of CFP i.e.ADVANCED FINANCIAL PLANNING - Module 6 (Exa
317 Views|Posted 2010-02-09 01:51:03
Asked by Suchita
3 Answers
Answered by
2010-04-29 10:35:07
No Suchita, you don't qualify for the Challenge Status mode (the one that you are inquiring here) simply because a person has to have a minimum of 3 years of work experience in the field of Financial Services or 5 years of work experience in non financial services. Moreover, only few having designat
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Answered by
2010-02-10 21:00:27
Hi, A graduation degree from a recognized university/college and a work experience of 3yrs in the field of finance are the requirements for a CFP Certificate. Though at the time of joining the course only a HSC certificate is required. Good Luck!
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Answered by
2010-02-09 11:23:27
Hi Suchita,
If you want to be a CFP, in that case it is important to qualify all the VI modules.
To know more, check the following link:
http://tinyurl.com/ye4bog3
All the Best!
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