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@cjmunde @tejasbildikar0603 can you please suggest the right career path?
Welcome to meera career guide A Financial planner is a professional who helps his clients to deal with various personal finance issues through proper planing. Financial planners are professionals who have done the certification, have learned strategies and have gone through in-depth knowledge to understand how to restructure common mans financial mess. There exist a certification course for financial planing which is called CFP (certified financial planner ) CFP programmes in india are offered mainly by financial planing standerds board india (FPSB)ts for people who want to enter the field of Financial Planning , People are interested in the subject and recognise the huge potential and rewards this area may benefit . There are many other courses in Finance like CA , CFA , ICWA or MBA (finance) , but they are totally different from CFP . CFP mainly deals with planning of Finances in area of Investment , Insurance , Taxation . So its more inclined towards financial planning for individuals .
for more detail of course, institutes please refer the official website http://www.fpsbindia.org/
in india there are so many finance analyzing agencies who hire financial planners in private sector so many companies like HDFC investments AXIS, ICICI Bank Groups, Future Genarali etc. In Government sector like SBI Insurance, LIC India
Thank you With warm Regards Tejas Shashikant Bildikar Co-Founder canvas
Hello Saurav,Welcome to careerguide.com.Thanks for visiting us and wriritng us your career query.
Certified Financial Planner is a professional who helps an individual or corporate's or organistion's to manage the finances. While they also help their clients where and how to invest their finances.When the subject comes of a Finance clients are layman having a very low knowledge about managing their finance.Financial Planners are the certified professionals who are trained experts in helping and guiding in this matter.
A person have many financial goals in life like children's education,marriage of children,retirement,medical and many other goals. In order to meet these goals the finance is needed to be saved and invested wisely to meet these goals in future.
There has been a great increasing demand for the Certified Planner professionals in the market nowadays. Alike CA.CMA,CS there is a great need of the CFP professionals in the various companies.The CFP professionals help the clients to meet the future financial goals.A certified financial planner after completion of the course can either start his own private independent practise or he can take up a job.
There are wide range of jobs available for the CFP professionals demanding the qualified professionals-Various financial institutes they require the CFP's like Wealth Management Firms,Financial Firms,Consultancy services, Private Banks like HDFC,ICICI,Axis etc.Mutual Fund agencies.While the CFP Professionals are also needed in the Insurance Industry.You have a satisfying career in financial institutes,financial firms,investment banking,insurance companies.
There are wide companies that hire the CFP professionals. There are very negligible candidates working in this field.The supply is low as compared to demand.Sky is the limit for you.
I hope you find this information relevant to your career query.
Feel free to get in touch again.
Wish you Good Luck.
Thank YouWarm Regards,Prathamesh K.
Founder - ReInventions (Professional Banker, Career & Image Coach
Reena Saxena comes with 25+ years experience in the BFSI sector.
She holds a MMS(Finance) from Symbiosis Institute of Business Management, Pune and professional certifications in Banking, Coaching and Training.
She has switched careers to being a Career & Financial Coach, through her initiatives ReInventions. and MoneyGoalz.
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