What is CFP? 🤔Is Certified Financial Planner Worth It ? 💼📈
Автор: IMS Proschool
Загружено: 2025-05-14
Просмотров: 525
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🎓 Is CFP® the Right Career for You in 2025? Learn from an Industry Expert!
Meet Mr. Manmeet Singh Khurana, a Certified Financial Planner (CFP®), and Founder of Wealth Dopes. With rich experience at SBI Securities, ICICI Direct, and Dabur, Mr. Khurana brings deep insights into the world of personal finance. In this video, he shares practical guidance on the Certified Financial Planner course and who should pursue this growing career path.
📘 What You'll Learn
• What is CFP® and what makes it a valuable certification
• CFP course details, eligibility, and real-world applications
• CFP certification benefits in India and abroad
• Importance of coaching through IMS Proschool, an FPSB-authorized provider
• Traits and skills needed to become a successful certified financial advisor
⏱️ Timestamps
(0:09) What is CFP and who should consider it
(0:22) Certified Financial Planner and money management
(0:33) Breaking financial goals: short-term vs long-term
(0:44) CFP certification and personal finance knowledge
(1:00) CFP course eligibility and required traits
(1:35) Role of personality in CFP success
(1:50) CFP's impact on financial health
(2:06) Certified financial advisor course and coaching by Proschool
(2:25) Why join a CFP preparatory group
(2:47) Training formats for CFP preparation
🎯 Who Should Watch?
• Students exploring the CFP course after 12th
• Professionals considering certified financial advisor or certified financial manager roles
• Anyone curious about CFP’s real-world value and opportunities
• Aspiring financial planners seeking details about CFP cert and career scope
📞 For CFP coaching and queries, reach out to IMS Proschool – India’s leading provider of certified financial planner certification training.
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