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Certified Financial Planner (CFP)


Certified Financial Planner (CFP) is a practising professional who prepares financial planning for people covering various aspects of personal finance which includes cash flow management, education planning, retirement planning, investment planning, tax planning, insurance planning etc. Duties include assessing clients' assets, cash flow, insurance coverage, liabilities, tax status, and financial objectives.

Career as a Certified Financial Planner (CFP)

(Entrance exams may be applicable for Bachelors and Masters Degree in different colleges, institutes depending on their admission policies)


Note: Choosing a Career is a very important decision. Please plan and exercise caution before selecting a career path. Seeking professional help is advised.

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