What is the eligibility criteria for financial planner? What are the other courses available in Banking and Finance?

I have completed B.Com and have 7 months experience.

94 Views | Posted 2014-03-26 00:24:50

Asked by chayan banerjee

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2 Answers

Answered by

Ninad Mondkar

2014-03-26 10:25:58

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Hello @chayan22551,
Greetings!
Let me answer your query in one line:- "YES, you are eligible to enrol for the CFP certification program!"
The basic eligibility for a person to enrol for the CFP certification program is the XII std! And since you've already graduated, you are more than eligible to enrol for the CFP certification program. Here's the link, that affirms your eligibility to enrol for the program:- http://www.fpsbindia.org/Scripts/PathwaytoCFPCertification.aspx
Being a CFP myself, I strongly feel that, CFP would be an idle career option for you because:-
1) You have mentioned, in your query that, you have a "Sales experience" of 7 months - Sales is a part and parcel of a Financial Planners job & a CFP certification will help you, not only, sell better, but also, win over the trust of your clients.
2) You intend to make a career in the "Banking & Finance" sector - 50 of the top most companies, in the field of Financial Services, have partnered with FPSB India to offer career opportunities to those pursuing the CFP certification program (Here's the link, that guides you about career opportunities available for a CFP:- http://www.fpsbindia.org/Scripts/CharterMembers.aspx)
Now, depending on your area of residence, you got to choose your education provider (coaching class) wisely. A strong support from a guide/mentor is required to help you achieve your dream of becoming a qualified Financial Planner. (Here's a link that can help you make an informed decision of which education provider to choose, depending on you area of residence:- http://www.fpsbindia.org/Scripts/EPList.aspx)
Personally, I'd recommend you to get in touch with the following Education Providers & choose which one suits you best:-
1) Financial Planning Academy (FPA) (www.FPA.edu.in)
2) Ambition Learning Solutions (www.ambitionlearning.com)
3) ICICIDirect Centre for Financial Learning (ICFL) (learning.icicidirect.com)
4) Indian Institute of Financial Planning (IIFP) (www.iifp.in)
I hope I was able to address your query.
All the Best,
Ninad Mondkar

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Hello @chayan22551, Greetings! Let me answer your query in one line:- "YES, you are eligible to enrol for the CFP certification program!" The basic eligibility for a person to enrol for the CFP certification program is the XII std! And since you've already graduated, you are more than eligible to enrol for the CFP certification program. Here's the link, that affirms your eligibility to enrol for the program:- <a rel="nofollow" target="_blank" href="http://www.fpsbindia.org/Scripts/PathwaytoCFPCertification.aspx" style='word-wrap:break-word;'>http://www.fpsbindia.org/Scripts/PathwaytoCFPCertification.aspx</a> Being a CFP myself, I strongly feel that, CFP would be an idle career option for you because:- 1) You have mentioned, in your query that, you have a "Sales experience" of 7 months - Sales is a part and parcel of a Financial Planners job & a CFP certification will help you, not only, sell better, but also, win over the trust of your clients. 2) You intend to make a career in the "Banking & Finance" sector - 50 of the top most companies, in the field of Financial Services, have partnered with FPSB India to offer career opportunities to those pursuing the CFP certification program (Here's the link, that guides you about career opportunities available for a CFP:- <a rel="nofollow" target="_blank" href="http://www.fpsbindia.org/Scripts/CharterMembers.aspx" style='word-wrap:break-word;'>http://www.fpsbindia.org/Scripts/CharterMembers.aspx</a>) Now, depending on your area of residence, you got to choose your education provider (coaching class) wisely. A strong support from a guide/mentor is required to help you achieve your dream of becoming a qualified Financial Planner. (Here's a link that can help you make an informed decision of which education provider to choose, depending on you area of residence:- <a rel="nofollow" target="_blank" href="http://www.fpsbindia.org/Scripts/EPList.aspx" style='word-wrap:break-word;'>http://www.fpsbindia.org/Scripts/EPList.aspx</a>) Personally, I'd recommend you to get in touch with the following Education Providers & choose which one suits you best:- 1) Financial Planning Academy (FPA) (<a rel="nofollow" target="_blank" href="www.FPA.edu.in" style='word-wrap:break-word;'>www.FPA.edu.in</a>) 2) Ambition Learning Solutions (<a rel="nofollow" target="_blank" href="www.ambitionlearning.com" style='word-wrap:break-word;'>www.ambitionlearning.com</a>) 3) ICICIDirect Centre for Financial Learning (ICFL) (learning.icicidirect.com) 4) Indian Institute of Financial Planning (IIFP) (<a rel="nofollow" target="_blank" href="www.iifp.in" style='word-wrap:break-word;'>www.iifp.in</a>) I hope I was able to address your query. All the Best, Ninad Mondkar