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I am a CFP student and CMA. I cleared investment module. Now in the second track. The explanations given in the video are very clear and informative. Good presentation.
I am a wall street advisor, just briefing the indian market. Found your channel, summed up pretty good. Folks I just wanted to let you know these licenses are worth the effort
@@Awesome-kd1gh CA, CFA are the best options if one wants to go into equity analysis, investment banking, research. If you want to be in sales, an individual advisory then SEBI Investment Advisor and NISM & CRISIL Certified Wealth Manager are good.
After passing all the certification exams in how many years do we have to complete our three year work experience so that we can get our final certification ?
i m a 12th passed out student and want to do mba in future so practically i have ample time preparation meanwhile should it be worth to take cfp course ....please tell more about experience we need for certification
well explained madam...One doubt, this is 46-year-old, Bcom grad, 1995, having medical side experience for all these years, so can I choose CFP as my career at this age? Will my age or experience hamper my career? pls explain madam
Yes, Sarita As a CA with accounting work experience, pursuing the Certified Financial Planner (CFP) course could definitely be beneficial if you are looking to make a switch from accounting to finance. CFP certification is recognized globally as well.
I am having masters degree in engineering with almost 8 years of experience in software industry but I am interested in finance industry, specifically investment industry. Should I go ahead with this to persue this as side income ? What would you suggest?
Hi, I have done MBA General in NIT. And i have 3 years experience in Financial Services. Am I eligible for Challenge pathway?? Because it is mentioned as MBA in Finance is required for the Eligibilty in FPSB Website. Can you please confirm this??
I just saw two videos on your account. One is this regarding CFP while the other is regarding FMVA. And I was wondering whether doing both would be optimal or not. If yes then which should I opt for first. I have just joined a management institute and have no work experience.
Mam as u told that work exp is required but as im completely new to this field how can i gain work exp before hand and if i complete my cfp exams will I not get the certificate bcz of the work exp so basically can work exp act as a barrier for me !???
Currently i m fresher thinking to pursue cfp+ mba but im highly confused should i take up cfp first and complete it than go for my cat exams or should i go for cat prep and do cfp afterwards !? Pls suggest
Hi Madam my husband is Business Associate with kotak securities since 2017 and you'll I handle his day to day work can I consider this as part of my work experience
No, as long as you are not formally employed by an organization it would be hard to justify your employment. At the same time, this can act as a profile booster for you.
Yes, pursuing the Certified Financial Planner (CFP) certification while doing your MBA in finance can be a great way to boost your profile and improve your career prospects
As a CA, you may be eligible for exemptions when pursuing the Certified Financial Planner (CFP) certification. The specific number of exemptions you can receive will depend on the requirements and policies of the CFP certifying body in your country or region.
Yes, a working professional can take up the CFP (Certified Financial Planner) certification program as a practice to enhance their financial planning skills and knowledge
there is no demand for CFPs.. in wealth management ondustry whoever can bring client onboard has demand. Certifications dont matter as of now unlike USA
Is this worth doing? Currently doing Mba (finance) from IIM Trichy, and want to do CFP because I want to open my own consultancy firm in financial planning in the long term after gaining some experience over the years? Will it be helpful for me? Need your guidance team insideIIM 👋
Wow, so in depth and well explained. Thank you for this. I have some doubt regarding work experience if some one could help me with it it would be great. I went through their website but couldn't get a proper answer. I am an MBA and working in a micro finance sector in business development department so naturally I am not having relavnt work experience. I was thinking to pursue CFP to start self practice as a side hustle as I do enjoy leaning about finances, planning and researching schemes. Should I go for it? How will I get work experience to show as clearly CFP jobs would pay a lot lesser than what I am earning right now so no point of leaving my job and going into CFP job. So the last option is to work under a CFP. Are these people flexible enough take an apprentice for one year?
