In Jan 2024, Miss Kaavya a 23-year-old who just completed her MA In Economics from Maharaja Sayajirao University, Baroda reached out to the House of Financial Planners inquiring about the CFP Program. She was unaware of the program and thought it was a 1-month course. Once getting counseled by the experts at House of Financial Planners, she discovered that CFP is a full-fledged professional degree with global value.
Kaavya had her doubts about pursuing CFP and was surprised to find the market need for a Financial Planning skillset. She enrolled in the course with hesitance but now upon clearing all the modules (Investment planning, risk planning, estate planning, retirement planning, and integrated financial planning {CFP}) and getting placed with the package of 9 lakhs per annum, she has never felt so confident before.
Kaavya Says, ‘I was not confident that I would be skilled. After completing my Master’s degree, and MBA I had the option to get into a Bank that was paying me decently but while working in a Bank I realized my skills were not enough to get the promotion. I want to make a meaningful difference in my organization by improving the way things are done. I was strong at managing my own money, but I didn’t know the step-by-step process to do it professionally for others. After talking with Mr. Apurva Singhi, CFP I was sure that I wanted to experience the satisfaction of helping people and having high skills. With not much expectations I started my CFP journey. This course changed my life
Disclaimer: This story is real but the identity of the individual is masked with a fictional name.
You can also achieve this skilled certificate by pursuing CFP Certification and building a career in the Personal Finance domain all from the comfort of your home in Baroda. Yes, the House of Financial Planners is bringing CFP to Baroda! Want to know more? https://houseoffinancialplanners.com/the-importance-of-recognition-with-global-financial-certification/
Professional Courses like CFP add value to your knowledge system and prepare you with valuable skills in Financial Planning.
We know that moving out to study can be tough for many of us, but at the House of Financial Planners, we offer online, offline, and hybrid classes. This means you can study in your own comfort zone and earn your CFP certification without leaving home. With just one professional degree, you actually receive four separate certificates:
- Investment Planning
- Risk and Estate Planning
- Retirement and Tax Planning
- CFP Certification
To check out what you will be studying in Investment Planning https://houseoffinancialplanners.com/road-map-to-fpsb-investment-planning-specialist-guide/
To check out what you will be studying in Risk and Estate Planning https://houseoffinancialplanners.com/road-map-to-fpsb-risk-and-estate-planning-specialist-guide/
To check out what you will be studying in Retirement and Tax Planning https://houseoffinancialplanners.com/road-map-to-fpsb-retirement-and-tax-planning-specialist-guide/
We understand that pursuing education, especially if it means relocating, can be both challenging and costly. But thanks to technology and the internet, you can now study for a globally recognized certification like CFP right from your home.
Aftermath of CFP Certification
Once an individual has completed CFP Certification and successfully becomes a CFP you can start working in the Personal Finance Industry. There are two ways of approaching your work life. You can start by securing a job or start freelancing. FPSB has a designated portal with the listing of jobs only for CFPs. It is the most reliable source for job hunting.
Take a step to upscale your career, with the House of Financial Planners. Book a counselling Session with us.
