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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Popular Posts
After BA Which Course Is Best? An Honest Comparison for 2026
Every few months a BA final-year student lands up in my classroom in Ahmedabad, usually brought along by a cousin or a friend who is doing the CFP programme with us. The question is always some version of the same one: after BA, which course is best? The honest answer is that the question is […]
Financial Consultant in India (2026): What the Work Is, Which Certifications Matter and What It Pays
A financial consultant in India helps individuals and families make money decisions: how much to save, where to invest, how much insurance to buy, how to plan tax, when retirement becomes affordable. The title itself carries no licence. Anyone can print “financial consultant” on a visiting card today, and plenty of people do. What you […]
How Planners Size Term Insurance: Human Life Value vs the Needs-Based Method
In every batch I teach, and in most investor conversations I have in Ahmedabad, the life insurance question arrives in the same form. “Sir, which term plan is best?” That is the wrong first question. Which insurer and which plan can wait. The first question is how much cover your family needs if your income […]
The First 90 Days After a Large Lump Sum: Park First, Plan Later
A property deal closes. A VRS cheque clears. An inheritance comes through, or ESOPs finally turn into real money sitting in a bank account. For most people this is the largest single credit their savings account will ever see, and nothing in their financial life so far has prepared them for it. I teach financial […]