CFP: Certified Financial Planner | A Professional Certification Mark For FINANCIAL PLANNERS | (2022)
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- เผยแพร่เมื่อ 30 ก.ย. 2024
- Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement. CFPs are there to help individuals with managing their finances. This can include a variety of needs, such as investment planning, retirement planning, insurance, education, and so on. The most important aspect of a CFP is to be a fiduciary of your assets, meaning that they will make decisions with your best interests in mind. Watch this video and know the process of becoming a CFP!
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TIMESTAMPS:
01:15 - Eligibility Criteria of CFP
01:30 - Academic Structure of CFP
03:32 - Scope/Opportunities of CFP
07:47 - Fees Structure of CFP
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Thank you for your suggestion!
You make really awesome videos Pratham. Really like your chilled out yet impactful presentation. Very interesting style.
Thank you for your kind words!
Sir do we get any exemptions for CA,CMA or professionals from writing all 4 papers?
Hi, there are no exemptions.
Hi, Thank you for the video. I've few queries:
I'm Software Professional, can CFP helpful for me ? I'm not thinking to look for a job out of it, can CFP useful to handle mental strength to hold investments in difficult situations or allocate certaint amount into different sectors. How efficient CFP is in stock market. Please help to answer my queries.
Hi Aditya,
Based on our understanding of what you've mentioned above, you don't want to work as a CFP but you want to start inculcating it in your daily affairs. CFP will definitely help you manage your own finances, allocate certain amounts in different sectors as well as help with investments & the stock market.
In order to receive more clarity on the same, we'd suggest two things:
1. Please check with a training provider for CFP in order to get an understanding of the course
2. Please check with our counsellors & speak to them once to know how it will be helping you in the future as well as your financial affairs
You can contact them on +919004692555 via WhatsApp. If there is a delay in the communication, please share your number via Instagram & we'll get you in touch with our Experts!
Thank you for this video sir. I am a CA Student and have cleared both groups of intermediate exams (IPCC). Do I get any exemptions in the CFP course?
No exemptions are available for the CFP course unfortunately!
@@ZellEducation sir if he complete ca inter with 3 yrs of articleship,can he do cfp thrrough challenge pathway ?
Sir but how to finish to CFP in Short time ... And all students not study in english mediam, overall to hindi mediam students very high....I think this very shortly course.... Sir please suggest how to finish this course...
Hi, the duration of the course is 6-12 months you can finish it accordingly.
Fees is shown in $$ so it is paid in dollars with forex charges or equivalent INR?? Is there any fixed rate of conversion for fee from dollar to INR?
Hi. We get a lot of queries for this course. Unfortunately, we do not provide training for this qualification. To know more, you will have to get in touch with an institute that imparts training for the same.
Is CFP only restricted upto individual finance planning? Or they can also do financial planning for big organizations?
Hi, you can also do financial planning for big organizations.
If I do complete any track, but couldn't complete CFP in three years.... will my track certification be expired? plz help
Nope!
Sir is cfp and cwm a good combinition? please explain need your kind opinion on it .
Hello Tushar,
If youre interested in finance, definitely go for CFP. CFA is also a good combination with CFP is youre completely inclined towards finance. Our Experts can give you more clarity on the same, get in touch with them on +917406630058 or drop them a WhatsApp on wa.me/917406630058
Sir what if I fail the paper 1
Will I get a rechance to give the paper again ?
yes!
Why do they take CFP tuition fees..do they teach us ?
exam fees!
Sir I'm totally confuse abt it should i choose this or not
Hi, if you are interested in financial planning you should definitely go for this course.
After completing CFP. Can i get SEBI registration for investment advisor. I am a non finance back ground
Yes, after completing the CFP certification, you can pursue SEBI registration as an investment advisor. While coming from a non-finance background, obtaining the necessary qualifications and meeting SEBI's requirements, such as passing the required exams and fulfilling experience criteria, can enable you to obtain registration as an investment advisor. It's essential to research and ensure you meet all regulatory requirements for SEBI registration.
Still confused to take CFP course as of i don't think Indians would ever disclose their finance to anyone
Hi Bhoomi,
You don't have to worry about that. People will definitely open up to Certified Financial Planners since that will help them in the long run! Get in touch with CFP Experts. They will be able to solve your queries as well as provide real life examples.
I am llb,cs and cma,preparing for private practice as cs,will it be good for me?
Yes, definitely
Hi sir! I hv done m.com & mba (finance). Can i call u sir. Want to discuss. M very confused.
We'd love to help you out. Please contact us on +91 90049 35888 or drop us a WhatsApp at wa.me/919004935888
IS THIS COURSE IS FULLY ONLINE AND WHERE WE CAN DO TRAINING OF THIS COURSE AND WHEN WE WILL GET THE LICENSE AND CERTIFICATE AFTER TRAINING OR BEFORE TRAINING
Hi, you will be able to find the coaching centres for CFP online. Unfortunately, Zell only provides coaching for ACCA, CFA, CPA, IFRS Courses as of now.
Sir I need more detail regarding so that I can pursue cfp and about self study mode
Hi Harshita. Sure, we would be glad to help you! Kindly get in touch with our experts on +917738790789
Will CA articleship be counted as work experience?
Hi, you will have to check with someone who offers CFP training. They will be able to solve this query for you.
Please suggest a good coaching centre for CFP in mumbai
Hi Sakshi, you will be able to find the coaching centres online. Unfortunately, we aren't CFP Trainers at yet.
Is there any exemption for CA final student?
Hi Akash. We get a lot of such queries. Unfortunately, we do not provide training for CFP. You will have to get in touch with an institute that provides training for this qualification.
Are these exams online or do we need to visit an exam center, as I am out of India, also can we pay the fee in installments
Hi, you will need to speak to someone who offers coaching for this course.
Sir please make a video on CWM
Hi Bishal, thank you for your recommendation. We'll have a video out soon!
Sir, can i get job in canada with this course please reply
Hi, yes you can get a job in Canada.
One question its international course so laws are different from there naa????
So if we work in india then we have to study Indian law ??? Or am I wrong please correct me
Hi Rudra. Yes, the laws for international courses are different. To work in India you need to study the Indian laws.
@@ZellEducation then whts the benefit
Of doing this course???? I think people can work at mncs
Hi Rudra. The course offers a lot of benefits including being able to work at an MNC. If you wish to know more you can contact our experts on +919004692555
Hi I am Manab,Govt Employee. Can I pursue this course?
Hi Manab. Yes, you can! To know more, kindly get in touch with our experts on +919004692555
Thanks
so, will CFP be useful for a corporate career after MBA-Fin. ?
We'd love to help you out. Please contact us on +91 90049 35888 or drop us a WhatsApp at wa.me/919004935888
Will this course be helpful for the students pursuing MBA finance... 😀
Hi Krishna. There are various options! To know more, kindly get in touch with our experts on +919004692555
Is it worth it to do CFP after doing MBA Finance?
Hi Abhayjit. Yes, it is a good combination depending on what you wish to pursue after that.
Hi, Good to know. Please add some course contents. Like what all subjects or topics will be there in Level 1 Level2 etc
Hi Vaibhav. Thank you for your suggestion! We will surely look into it.
is it mandatrory to take the coaching which costed 35k-60k ?
Hi, It is always recommended to take a good coaching class which provides good mentorship & will be helpful for your career.
Sir please make a detailed video on actuarial science from IAI, total fee structure paper wise and aggregate, how placements come and the avg. salary pkg., its scope,how can a student do it with college,which degree should be pursued along with it etc.. Plz sir
Hi, thank you for the suggestion, we will have a video out soon. Do subscribe in the meanwhile!
How is CFP and MBA finance combination?
Its a very good combination Mayuresh!
Can I do CFP as I have taken admission into BBA in computer application
Hi Rishi, yes you can!
Greatly explained. Awesome. Could you also do a vdo on Chartered Economist course from GAFM and also about CIA?
Hi! thank you for your suggestion, we will have a video out soon. Do subscribe in the meanwhile.
Where the exams are conducting? Is it online?
Hi. Yes, they are conducted online. To know more kindly contact our CFP experts on +919004692555
@@ZellEducation Thanks..
Can we write CFP (pursing may be) in our resume?
Hi, you cannot write pursuing in your resume.
Do we need passport for the exam?
No, you do not need a passport specifically for the CFP (Certified Financial Planner) exam.
Cfp also help in incestment banking ?
Definitely does!
Hello sir I'm govt job holder. Can I want to be a CFP?
Thank you advance
yes!
Sir how much difficulty it will be
Hi, if you want to complete it and you have set your mind onto it, it will not be difficult!
Are the exams held online or you have to go to a centre? Also would an enrollment to any coaching classes be required for the studies? If yes which one would you recommend for me living in Pune
Hi Ishika, at Zell we only provide coaching for ACCA, CFA, CPA, DipIFRS courses. For CFP, we'd suggest you look at training providers and their websites and then making your decision accordingly!
Hey , if you get some institutions for CFP coaching please reach out to me as i am looking for the same !
@@ZellEducation okay and how are the exams held? Online or we gotta go physically to appear
@@vedantkale4840 sure
Could you please make a video about scope in the field of investment banking after ACCA??
Hi, thank you for the suggestion, we will have a video out soon. Do subscribe in the meanwhile!
Sir 3 saal ka time hota h paper clear karne ke liye kya paper itna jyda tough hota h ?or agar clear nhi kar pai means 2 karliye clear 2 nhi karpai firh ?
Hi Sandhya, you can easily clear!
Is it more difficult than cs
Hi Ridima. We’d be happy to guide you! Kindly get in touch with our experts on +917406630977
does an experience under a CA firm is considered for CFP?
Hi Vanshika, you will have to check with someone who provides CFP coaching.
I want to start a personal finance startup, is CFP right for me? I think the credential could help me differentiate my startup from other personal finance portals.
Yes it is.
Where I can get sudy materials
Hi, you can get the study material from Financial Planning Standards Board (FPSB).
Cfp vs cfa kab banaoge sir pls bring early
Hi, thank you for the suggestion, we will have a video out soon. Do subscribe in the meanwhile!
@@ZellEducation I already subscribed sir
Sir
Can You pls make an video about Chartered Wealth Manager(CWM) course
Hi! thank you for your suggestion, we will have a video out soon. Do subscribe in the meanwhile.
Great explanation 👍
glad you think so!
Sir after completion of CFP can I get job in USA please reply
yes, that's possible!
@@ZellEducation with out any examinations it is possible
Hii sir, m planning to do cfp but prior taking admissions i plan to buy the modules n study it so can u please suggest which books are best for self studying in cfp ?
Hi Jyothi,
Please contact our Counsellors for the same. They will guide you regarding the self studying. +919004692555 is their number
Hey can you help me with something
Is it possible to pursue CFP along with Bcom?
Hi Sir, 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 in FBSB website. I doubt whether MBA general is accepted. Can you please clarify this??
Hey,
For detailed information, Please connect with our Zell expert on 7026261502 or get a call back by filling your details: www.zelleducation.com/cfa-course/?LMTJOdoEk
What is NSE Level 1, 2,3 in CFP?
Sir is it good to appear after 12 th
what's the duration of the course sir??
The duration of this course is from 6 months to 2 years (it depends upon the student)
Can we give the exams from India?
Hi, yes!
Sir , can we get the hard copy of study materials after registration?
Will FPSB provide free study materials or should we purchase ?
Hey Harshith, For more information about the course you can connect with our course expert on 7026261502.
Make video abt cmt
Hi, thank you for the suggestion, we will have a video out soon. Do subscribe in the meanwhile!
Hi i am doing MBA in finance can i do CFP after completing my mba
Can i do CFP in abroad
Can i get suggestions of good colleges to do CFP in abroad
Hello! Reach out to us on +919004692555 or drop us a WhatsApp on wa.me/919004692555 and we'll solve all your queries!
Cpa 2021 ??
We'd love to help you out. Please contact us on +91 72088 85600 or drop us a WhatsApp at wa.me/917208885600
CFP + cwm combination
Definitely!
Thank you so much for posting this video about CFP
Most welcome!!
Hi, can you plz suggest any online coaching for CFP
Hi! Please get in touch with us on +919004692555 or drop us a WhatsApp at wa.me/919004692555
Work experience require?
Hi, no work experience isn't required.
@@ZellEducation I watched another video of someone else person in which that person said that course is updated and in that work experience is required so could please check it and inform me again.
Can I pursue CFP along with BMS??
Please reply
Yes!
@@ZellEducation And what about US CMA are the subjects similar to BMS ?
SIR CAN I COMPLETE THIS ALONG WITH BCOM?
Hello! Yes you can.
Could you please review the Chartered Wealth Management (CWM) program too and create a comparison video of the same with CFP.
Also I think that there are two different kinds of CFPs, the Indian one which you reviewed and the international one.
So which one's better?
Hello! Let us arrange a counselling session for you!
Reach out to us on +919004692555 and we'll solve all your queries!
are there any cfp classes in your institute?
Hey Shantanu! Currently we don’t offer training for CFP.
What do u recommend bcom + acca or bcom + cfp
Hello Ayush! If you’re inclined towards accounting then go for ACCA. If your interests lie towards finance then you can go for cfp.
Please get in touch with our ACCA experts on +917406630977 or drop us a WhatsApp on wa.me/917406630977 and we'll guide you further!
Thanks you
Sir could you tell if CA students or CA have any exemptions in this course
Hi, there are no exemptions in this course.
Could you please let us know where to get coaching for CFM? Is coaching available in India?
We'd love to help you out. Please contact us on +91 77770 52785 or drop us a WhatsApp at wa.me/917777052785
Do you have an experienced faculty for CFA ?
Hey Rahul, yes we do. If you can contact us on 90046 92555 or drop a WhatsApp on wa.me/9004692555 our experts will inform you more about that
A request and a suggestion..If u could make a detailed video of CFA, ACTUARY, FRM and others separately taking into consideration the exams pattern syllabus , fees in INR, eligibility, scope , job titles , then it would be a great help.
Maybe that's the reason why most of the viewers don't subscribe as they are not able to get complete information. I believe you need the extend the duration of your videos.
I see your channel to be one of the emerging platforms in the coming 5-10 yrs
Hi! thank you for your suggestion, we will have a video out soon.
Hi! thank you for your suggestion, we will have a video out soon.
Can we give all levels in one go?
Hi, yes you can!
I am already CA.. So m I also required to go through all the levels?
Hi, we would be happy to guide you! Kindly get in touch with our experts on +919004692555
Wonderful summary by you and your team sir.
Staysafe and stayhealthy.
My regards.
Thank you!
sir I will pursue b com and mba , I also want to pursue an international coarse to boost a package . can you pls tell which international course will be good . cfa , cma , cima , acca , cfp etc
Thank You your videos are wonderful
We'd love to help you out. Please contact us on +91 90049 35888 or drop us a WhatsApp at wa.me/919004935888
Informative video. One doubt, can you differentiate the role of a CA/CPA vis-a-vis CFP when it comes to financial planning?
Hi - yes!