 INTRODUCTION
 CFP is gaining momentum in India, with variety and complexity of
financial products, volatile stock markets the need for a qualified
financial advisor is on rise. CFP certification identifies that the
certificants using the mark have both academic and practical
training and are qualified to provide advice with regard to all
aspects of financial planning and have knowledge to be able to
create international quality comprehensive financial plan.
Why CFP™
Features:
International recognition. CFP certification is recognized in 19
countries across the globe. Exams conducted by "NSE (National Stock
exchange)". Online, objective type. Promoted & supported by 30
corporate, thus industry initiated. List mentioned below.
Classes (optional) held at Andheri (w)
Benefits
Gain 'First Mover Advantage' of setting standards in Financial
Planning . Competency and Credibility building of the Consultants.
Flexibility of Distance Learning and hence 'learn while earn'.
Exemption from IRDA for 100 hrs of Insurance Training & examination.
HNI Focus approach to financial planning. Personal Branding.
Demonstrates Professionalism & Achievement, Enhances Career
Opportunities.
Following are the Charter Members promoting CFP:
Banks
1.American Express
2.Deutsche Bank
3.HSBC
4.ICICI Bank
5.Kotak
Bank
6.Standard Chartered Bank
Others
7.Bajaj Capital
8.Birla Sun
life Distribution
9.SKP Securities
10.World Gold Council
11.Geojit
Financial Services
12.Karvy Consultants Mutual Fund
13.Alliance
Capital
14.Cholamandalam Inv.
15.Franklin Templeton
16.HDFC Mutual
Fund
17.IL&FS Mutual Fund
18.Principal Group
19.Prudential ICICI AMC
20.Reliance Mutual fund
21.SBI Mutual Fund
22.Tata Mutual Fund
23.Fidelity Investment Insurance
24.Birla Sunlife Insurance
25.ICICI
Prudential Life
26.ING Vysya Group- Bank, Insurance, Mutual Fund
27.MetLife
28.SBI Life
29.Tata-AIG Insurance.
Achievers List: •Rabia
– PGDFP Delhi Batch 2004-05
-HSBC (Approx 15 lacs p.a)
•Ruchira – PGDFP Delhi Batch 2005-06
-Bajaj Capital (Approx 7 lacs)
•Adnan Hatim Ali – PGDFP Delhi Batch 2005-06
-Kotak Life Insurance (Approx 6 lacs)
•Manish Kumar Chandra – PGDFP Delhi Batch 2006-07
-Bank of New York Mellon Corporation (Approx 8.5 lacs p.a)
•Jasjeet Singh – PGDFP Delhi Batch 2006-07
-Anand Rathi (Approx 8.5 lacs p.a)
•Farhad Mogul – PGDFP Mumbai Batch 2006-07
-Lehman Brothers (Approx upwards of 6 lacs pa)
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