Its a great career. It gives an opportunity to study various financial products, understand an individuals’s financial situation and advice him with right way to invest money. It involves determining financial goals of a person and prepare a financial plan accordingly. Also investing money according to the plan along with reviews.
Normally CFP joins a job with any financial planning or wealth management company who in turn are the distributor of mutual funds, PMS, fixed deposits, Insurance and other financial products. it is strongly suggested for a CFP to clear a NISM – Investment advisor exam. This will enable them to advice for financial products independently also.
How is Certified Financial Planner CFP as a career
