As a CFP® professional, you can become a financial planner or advisor, aiding clients in investment, taxes, insurance, estate planning, and retirement planning. CFPs work in Banks, Financial Services, Brokerage Houses, Taxation, Mutual Funds, Insurance, PMS, AIF, and many other industries adding value in their domain.
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Best Course After 12th Commerce or B.Com: CA, CFA, CFP, CS, MBA and NISM, Compared Honestly
Every year around results season, my inbox fills up with the same question, asked two ways. From students: “Sir, 12th commerce ho gaya, ab kya karun?” From parents: “Beta B.Com kar raha hai, uske saath kaunsa course best rahega?” Here is the uncomfortable truth I share over chai with every one of them. There is […]
How CFPs Look at Mutual Funds Differently: Five Checks Most Investors Never Run
Ask a friend why he bought his latest mutual fund and you will usually get one of three answers. It gave 40% last year. It has five stars on some app. Or the most honest one: someone in the office WhatsApp group said it’s good. India’s mutual fund industry crossed ₹87 lakh crore in assets […]
How to Choose a CFP Education Provider in India: 8 Questions That Separate Teachers from Resellers
Sit down with me for a minute before you pay anyone a coaching fee. Every year I meet candidates who chose their CFP coaching the way people choose a phone case. Whoever showed up first on Google. Whoever’s counsellor called back fastest. Whoever promised “100% pass guarantee” with the most confidence. Six months later some […]
Can You Self-Study for the CFP Exam in India? An Honest Answer
Every week I meet a student or a working professional who asks me the same question, usually a little apologetically: “Sir, the FPSB fees are already high. Can I just register directly, study the material myself, and clear the exams without paying a coaching institute on top?” It is a fair question, and it deserves […]