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Wednesday, 29 January 2014

The Challenging Role of Certified Financial Planners in the Industry


The key role of financial planners is investment planning, tax planning, and estate planning and insurance planning and to exercise such diversified roles a proper training is needed. The organizations hire such individuals to increase their probability of achieving financial goals by making intelligent financial choices. To enhance the profitability of their clients they use all the financial investment opportunities in a rationalized manner. The industry needs certified financial planners for efficient portfolio development and a deeper in depth knowledge to minimize the diversification in financial risks. This field demands experience, and the individuals with more years of experience are highly paid in the system. As one cannot control the government regulations, the laws on tax and the financial market, it becomes all the more essential to have updated financial advisers for the decision making process in any organization.

Many institutes across India and abroad offer ‘CFP’ Certified financial planning course for individuals who wish to enhance their career in finance. The program design caters to the need of high achieving business professionals who are aiming high. Cutting edge ideas and practices are given by the highly qualified faculty members who prepare the learners to face today’s competitive and challenging market. The stamp of being certified gives the learners international recognition and prestige. This course facilitates the candidates to take on a holistic approach to the financial situations and advice strategically in matters related to investment, insurance, retirement and estate issues.

The CFP course curriculum involves completion of six modules in a period of around six months. These modules cover even the minutest details involved in the finance industry and have been designed by the leading industry practitioners and academicians. The curriculum meets all the global standards and includes the topics such as introduction to financial planning, risk analysis and insurance planning. The learners also have to take up a module on advanced financial planning where the steps necessary for collecting and evaluating client data and recommending and executing appropriate strategies are discussed.

The interested candidates can either take up the course through CFP coaching classes. Apart from the regular exams the institutes also conduct periodical mock tests to evaluate the learner’s knowledge. They also invite guest speakers that are leading industry professionals who guide the students through the entire course structure. They discuss and update the candidates on the current market trends and share their financial problem solving experiences.

Though the course helps the students to gain adequate financial knowledge, it also helps them to improve their creative and analytical skills highly recommended for investment planning. This is one of the fastest growing and best paid professions throughout the world where the individual enjoys a great degree of workplace autonomy. This career offers entrepreneurial freedom and flexibility which is not possible in other fields. Beyond planning these professionals conduct seminars, write in newspapers and often also come up with books on the basics of planning depicting the endless opportunities they have in hand. With their vast knowledge and competence they always have an option of developing and enjoying the benefits of their own business.

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