What is the CFP exam all about?
Asked by Sreetama Shrivastava
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1 Answer
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Certified Financial Planners (CFPs) assist their customers in making investment selections, retirement plans, tax planning, and insurance policy selection. CFPs in India are primarily responsible for visiting with clients, investigating new investment options, and analyzing various sorts of financial data.
Applicants for CFP in India must finish the Certified Financial Planner Course given by the FPSB India after passing 4 exams covering 4 modules. The CFP certification is a worldwide recognised Certificate in Finance that is available both online and offline.
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