The money is important because the task of investing, so that the future is safe and objectives are easily met. Mr. Ranjeet Mudholkar, CEO, Association of Financial Planners, India, said: “As the aging of the population of India, people are more and more that retirement security and comfort depends more on their financial efforts of the planning on public benefits. Financial Planning is a dynamic profession in the great career. ”

Offer Service

Mudholkar said: “The special services of a Financial Planner provides general rules of creating prosperity for advice and assistance in all financial markets. They specialize in areas such as preparation, transfer, succession planning, small business management and financial planning, trusts, taxation, Wealth Management reserves, debt and risk management. It is the establishment of life goals, reviewing current financial status and financial objectives for strategising Given the current situation and future plans. ”

Training Institute

The Association of Financial Planners (AFP), a subsidiary of American Financial Planning Standards Board, is a professional membership and organization, certification offers the greatest financial planning Credential called Certified Financial Planner (CFP) in India. To be eligible, vocational training, a program recognized by the Institute AFP must be completed.

The approved training providers offer the CFP AFP / AFP-Education Certification Program in India –

DIM - Centre of Finance & Research, Indian Institute of Financial Planning & Management (IIFPM), International College of Financial Planning (ICFP); ISDN College of Management (RNISCM) and Tata AIG.

From promotion and expenses

The minimum required qualification training graduation. The courses are open to graduates interested in the freshness, finance leaders, want the development of standards and their agents want independent financial planners and financial professionals banks. Undergraduate One can also join the course.

A candidate, after registration, seven years after the completion of the program or providing relevant professional experience (3 years), which can be achieved, while the course. The royalty rate would be the case about 40,000, including consideration of tariffs.

Soft Skills such as communication and presentation, people management and analytical skills are important. Mudholkar said: “Candidates with a background in directing, accounting, law, insurance, investment, finance and taxation do well.”