Equalifi’s Certificate in Financial Planning (CFP) is designed to develop all-round financial planning professionals with proven understanding of the financial services industry and a high level of competency in designing bespoke financial plans personalized to the specific needs of each and every client.
Financial planning is a step-by-step approach to meet one’s life goals. Financial planning helps one determine short and long-term financial goals and create a balanced plan to meet those goals.
A financial plan acts as a compass and a Financial Planner acts as a Guide as one goes through life’s journey. A Good Financial Planner helps clients with a holistic financial plan which enables them to be in control of their income, expenses and investments and thus be a better position to achieve life goals.
Financial Planning is considered to be both Art & Science. Taking the same analogy a good Financial Planner is someone who like a doctor not only helps his clients manage a better financial health but as an artist also help them create a financial future which they so desire.
This certification program aspires to create such Financial Planners & Advisors whose approach is based on strong financial planning principles and whose behavior is based on strong financial advisory ethics.
- Introduction to Financial Planning
- Risk & Return
- Asset Allocation
- Tax Planning
- Retirement Planning
- Estate Planning
- Technology in Financial Planning
- Managing Successful Client Relationships
Financial Planning – A Ready Reckoner – by Madhu Sinha
i. Financial Planning- A Ready Reckoner
Author- Ms. Madhu Sinha
ii. The Only Financial Planning Book
Author- Mr. Amar Pandit
iii. Lets Talk Money
Author- Ms. Monika Halan
You can find the upcoming training schedule for FPA program here
Equalifi is offering the FPA examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.