CFP Challenge Pathway - An Accelerated Route to Become a Certified Financial Planner | Event in NA | Townscript
CFP Challenge Pathway - An Accelerated Route to Become a Certified Financial Planner | Event in NA | Townscript

CFP Challenge Pathway - An Accelerated Route to Become a Certified Financial Planner

Sep 24 '22 | 11:30 AM (IST)

Event Information

CFP Challenge Pathway - An Accelerated Route to becoming a Certified Financial Planner for Experienced Professionals


Certified Financial Planner (CFP) which is the world's topmost certification in Personal Finance & Financial Planning is now available in an Accelerated framework, which means now you can become a CFP in a minimum period of 4 months, theoretically !!

The new accelerated route, known as the Challenge pathway, is designed exclusively for MFDs, IFAs, Insurance Advisors, RIAs, Investment Advisors & Working Professionals in Banking and Financial Services Industry. They must possess the specified higher qualification equivalent to post-graduation in commerce/finance, or certain professional certifications, and a minimum of three years of relevant experience to be eligible for this Pathway.

Some 60-100 Hours of Study followed by a successful assessment of a financial plan constructed on a given case study and the final CFP Exam, is needed& to Qualify and you will have the CFP Certification in your hands.

Want to know more about CFP Challenge Pathway, Challenge Curriculum, Books, Challenge Exam, Challenge Pathway Fee, and all other details ??

Join us for a Live Webinar as we present the CFP Challenge Pathway framework, the first-ever session in India.

24th September | Saturday | 11:30 AM

This exclusive session will be brought to you by the International College of Financial Planning (ICOFP) - India's 1st & Largest CFP Education Provider and the Institution which brought CFP Education to India.

WHO SHOULD JOIN THE WEBINAR

Finance Industry Professionals who want to upgrade their knowledge, and skills & grow in Career Mutual funds distributors, agents, Insurance agents, financial planners, wealth advisors, brokers, etc, All those who are associated with banking, personal finance, investment & wealth management industry in any manner.

SPEAKER


Mr. Rajesh Kumar Singh
  • Director of ICOFP, India’s biggest CFP Education Partner of FPSB USA.
  • An Associate Chartered Accountant from ACCA, London (UK).
  • An Alumnus of prestigious Institute MDI Gurgaon.
  • A Seasoned Finance Professional with 20 Yrs of Industry Experience.
  • Has worked with the biggest financial companies like ICICI, HDFC, IFCI
  • Has been a successful FINTECH Entrepreneur as well.


DISCLAIMER: PLEASE NOTE THAT FPSB IS YET TO PUBLISH FINAL GUIDELINES ON CHALLENGE PATHWAY

Venue

This event is hosted on Online Event Host Img
You will receive joining details after the registration.
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Established in 2002 by Bajaj Capital Ltd, ICoFP offers super specialised education in finance with 2 centrally located campus in Delhi & Mumbai. ICoFP has received 7+ awards for its industry linked curriculum and excellence in financial planning and analysis education. It has empowered 12000+ alumni
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