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Certified Financial Planning Institute opens

cfp“Knowledge for Wealth”, probably, the first certified financial planner institute of Udaipur has been started today at Madhuban.

Neelkamal Agarwal, Head of Knowledge for Wealth and Financial Planning Academy, informed that the Certified Financial Planner certification is the most prestigious and internationally accepted Financial Planning qualification which is recognized and respected by the global financial community.

It is the highest level of certification worldwide in the field of Financial Planning and widely appreciated by the Consumers, Professionals and Industry. It is awarded by the (Financial Planning Standards Board www.fpsb.org, USA), through FPSB, India. (www.fpsbindia.org)

neelkamal-agrawalin photo: Neelkamal Agrawal

She further added that it has International recognition in 23 countries and is promoted by the top 50 financial services companies in India like LIC, BIRLA, KOTAK, SBI, HSBC, American Express, Citi Bank, Deutsche Bank, ICICI, HDFC, UTI, Reliance, TATA, etc.

Neelkamal further added that there are a lot of opportunities available in the personal finance sector, so the future of this course is very bright as this single certification course opens the doors to a variety of Finance related career options like Banking, Tax, Consultancy, Estate Planning, Portfolio/Wealth Management, Financial Planner, etc.

At the end, she said that to be eligible for the course, one should have completed Graduation and should have 3 years experience in the field of financial services sector in any capacity. The Financial Planning Academy (FPA) is among the 30 education provider approved by FPSB, India.

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  1. Richa says

    I m Chartered Accountant and want to make my career as investment advisor so i m thinking of doing financial planning course but i dont have experience of 3 months. Can u help me in dis regard?

    • says

      Hello Richa,
      extremely sorry for late reply, did’nt get any notification so was unaware about your query, your CA article period will be counted as your work experience for CFP, for any query you can directly contact me at 8854880444

    • says

      Hello Mukesh,
      just saw your query, CFP fee structure varies from 9000/- to 35000/- depending on mode of study you choose, its better to visit our institute at third floor ,lodha complex,udaipur for details or call me directly at 8854880444


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