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cfp course eligibility

  • Email ID: [email protected]
  • Street: H- 483, 4th Floor, Vikas Puri, New Delhi-
  • City: New Delhi
  • State: Delhi
  • Zip/Postal Code: 110041
  • Country: India
  • Listed: June 3, 2024 9:58 am
  • Expires: 10 days, 1 hour
438792813_836508158497231_3395397112742377975_n

Description

Understanding CFP Certification Eligibility: The Certified Financial Planner designation is recognized globally as a mark of excellence in the financial planning profession. To ensure that candidates meet the necessary standards, the CFP Board has established specific eligibility criteria.
Regular Mode
Anybody who has cleared 12th grade or equivalent in any stream
Graduate & Undergraduate: B.Com, BFM, BBI, BMS, BBA etc.
Post Graduates & Professionals: Education – CA Inter, CA, MBA, M.com etc
Qualification
Insurance, Mutual Fund Advisors, Stockbrokers, wealth managers, and relationship managers with relevant qualifications in eligible to take only one examination under challenge status mode

Challenge Status
A postgraduate in Finance with 3 years of relevant experience can opt for taking only 1 exam i.e. Integrated Financial Planning, to acquire the CFP® Certification.

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Listing ID: 910665d93ccc23aa

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