VIDEOS

Here are some video resources to help you get started on the road to financial confidence.

CFP Board Center for Financial Planning: Benefits of a Career in Financial Planning

Whether you’re just starting your education, looking to change careers or seeking to improve your professional status, a career in financial planning can open the door to better opportunities, financial rewards and personal satisfaction of helping people achieve their life goals.

How Can a CFP Professional Help You?

Your finances can’t manage themselves. But that doesn’t mean they won’t try. Bring all your finances together with the help of the one person who can: a Certified Financial Planner professional.

Value of CFP Certification

Mr.Ajay Srinivasan, Chief Executive – Financial Services, Aditya Birla Group.

CFP Board Center for Financial Planning: Bob Glovsky, CFP®, Chair of Advisory Council

Bob Glovsky, CFP®, Chair of the Center’s Advisory Council, speaks about the importance of Center’s work in a video interview with Worth.

Global Financial Planning Survey

When it comes to managing their finances, consumers are struggling. They’re not highly confident, don’t stay on track, fail to achieve goals and most don’t have a financial plan. We know this because of global research that was commissioned by the Financial Planning Standards Board in partnership with FPSC, involving over 19,000 adults in 19 different countries.

Your Million Dollar Plan

A CFP professional shares tips for those of us just getting started. Find a CERTIFIED FINANCIAL PLANNER professional near you at www.fpsbindia.org

CFP® Certification — The Standard of Excellence for Personal Financial Planning

Financial planners and financial service firms speak about the value of the CERTIFIED FINANCIAL PLANNER™ certification . “It’s an investment in yourself that benefits not only you, as an advisor, but your client.”

Certified Financial Planner

CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) is an international certification programme in the lucrative field of financial planning, wealth management and financial advisory services.

Certified Credit Research Analyst

The Certified Credit Research Analyst (CCRATM) Certification is being jointly offered by Association of International Wealth Management of India (AIWMI) & National Institute of Securities Markets (NISM).
Chartered Institute for Securities & Investment

The CISI is the largest and most widely respected professional body for the securities and investment industry in the UK and in a growing number of financial centres globally.

 Chartered Insurance Institute, UK

The CII is the world’s largest professional body dedicated to insurance and financial services.As one of the largest examination and qualification awarding bodies in the UK

Financial Planning & Wealth Management

There are several qualifications offered by us that allow you to enter the financial services industry in financial planning or wealth management roles.

Risk management

Our qualifications in Risk Management covers a gamut of professional certifications that lead to successful and rewarding careers in risk and compliance roles in large financial services organizations.

Banking

Our training programmes allow you to clear examinations in Banking that are highly valued by both public sector and private sector banks.

Investment Operation

Our qualifications in Operations are the most highly sought after qualifications in the areas of administration and operations in the financial services industry.

Insurance

Our programmes in Insurance leads you to earn professional certifications that lead to successful and rewarding careers in technical roles in insurance in large insurance companies across the globe.

Real Estate

Our Real Estate training programmes are the one of a kind in India that allows you to earn qualifications that lead to successful and rewarding careers in the booming real estate sector within the country.

 

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