cfp course eligibility

 

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Additional Info

State of the CountryDelhi
Service Typeeducation
Company Namefintram global
Contact Number/s07303457955
Coaching or Tuition Class Levelproferssional
Classified HighlightsUnderstanding CFP Certification Eligibility: The Certified Financial Planner designation is recognized globally as a mark of excellence in the financial planning profession. To ensure that candidates meet the necessary standards, the CFP Board has established specific eligibility criteria. Regular Mode Anybody who has cleared 12th grade or equivalent in any stream Graduate & Undergraduate: B.Com, BFM, BBI, BMS, BBA etc. Post Graduates & Professionals: Education – CA Inter, CA, MBA, M.com etc Qualification Insurance, Mutual Fund Advisors, Stockbrokers, wealth managers, and relationship managers with relevant qualifications in eligible to take only one examination under challenge status mode Challenge Status A postgraduate in Finance with 3 years of relevant experience can opt for taking only 1 exam i.e. Integrated Financial Planning, to acquire the CFP® Certification.

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Understanding CFP Certification Eligibility: The Certified Financial Planner designation is recognized globally as a mark of excellence in the financial planning profession. To ensure that candidates meet the necessary standards, the CFP Board has established specific eligibility criteria.
Regular Mode
Anybody who has cleared 12th grade or equivalent in any stream
Graduate & Undergraduate: B.Com, BFM, BBI, BMS, BBA etc.
Post Graduates & Professionals: Education – CA Inter, CA, MBA, M.com etc
Qualification
Insurance, Mutual Fund Advisors, Stockbrokers, wealth managers, and relationship managers with relevant qualifications in eligible to take only one examination under challenge status mode

Challenge Status
A postgraduate in Finance with 3 years of relevant experience can opt for taking only 1 exam i.e. Integrated Financial Planning, to acquire the CFP® Certification.

Listing ID: 9336669376ddc627

June 12, 2024 6:31 pm

9966 days, 15 hours

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