Blogs

“INTRODUCTION TO FINANCIAL PLANNING” WORKSHOP at SD-School of Commerce

We were honored to conduct an interactive workshop at Gujarat University’s Seth Damodar School of Commerce on August 31st,2024. It was a Saturday morning, we started the session around 11 am. It was tentatively for about 90 minutes only, but to our surprise, the session came to an end around 1:15 pm. The session started […]

Career in Personal Finance in Valsad

Valsad is a growing city with newly emerging career prospects in Personal Finance. Valsad is an industrial base for sectors such as chemicals, textiles, and paper & pulp industries. Since the 1980s, textiles and chemicals have been the major sectors of investments and employment in the district. Valsad is now also being recognized as a […]

CFP Course Fees in India: What You Need to Know

CFP course in India popularly known as the CFP certification course is one of the prestigious and acclaimed certified courses and qualifications in the financial community. This course is run under the apex licensing body known as the Financial Planning Standards Board (FPSB). This course has an affiliation with more than 27 countries around the […]

How to become certified financial planner in India

If you’re looking to enhance your career in financial planning, becoming a Certified Financial Planner (CFP) might be your golden ticket. Here’s a step-by-step guide on how to achieve this prestigious certification in India. 1. Understanding the CFP Certification The Certified Financial Planner credential is internationally recognized and highly respected. It’s designed for those committed […]

Becoming a CFP in Ahmedabad

When it comes to a city that perfectly captures India’s rich cultural heritage, Ahmedabad stands out. Often called the “Manchester of the East,” this vibrant city is a blend of traditions, stunning architecture, and an entrepreneurial spirit that has thrived through the ages. Walking through the old city’s winding lanes feels like stepping back in […]

Ways CFP Certification Can Help Mutual Fund Distributors Increase Their Business

Imagine a world where your clients view you not just as a mutual fund distributor, but as a trusted advisor who guides them through every aspect of their financial lives. In today’s ever-changing financial landscape, staying ahead of the curve is essential. The Certified Financial Planner (CFP) certification can make this vision a reality, offering […]