FPSB India

CERTIFIED FINANCIAL PLANNER or CFP certification is the benchmark for global excellence in financial planning. In 27 countries and territories around the world, financial advisers seeking to establish themselves as qualified, competent and ethical financial planners are choosing financial planning’s marks of professional distinction. Over 213,000 CERTIFIED FINANCIAL PLANNER professionals worldwide have met rigorous competency, ethics and practice standards and CFP certification requirements, qualifying them to develop financial planning strategies that assist clients in achieving their financial and life goals. CFP professionals typically review relevant aspects of a client’s situation across a large breadth of financial planning activities, which may include financial management, asset management, risk management, tax planning, retirement planning and estate planning. CERTIFIED FINANCIAL PLANNER professionals are recognized as trusted advisers who work with clients to review all of their options, so that clients can make informed decisions about their financial situation at every stage in life. By meeting rigorous international competency, ethics and professional practice standards, CFP professionals are qualified to deliver integrated financial solutions that allow clients to take control of their finances and achieve their life goals.