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Topic: CFP Certification: Your Blueprint for Career Success in Financial Planning

Speaker: Teena Rawal, Head of Strategic Alliances, FPSB India (MBA)

January 17, 2025, 4:00-6:00 PM

About the webinar

Boost your career in finance with the prestigious CERTIFIED FINANCIAL PLANNING (CFP)® certification. Our insightful webinar will show you how the CFP certification can transform your career prospects, providing a deeper understanding of the program’s benefits, career advancement strategies, and essential skills for success in financial planning.

Join Ms. Teena Rawal, Head of Strategic Alliances, FPSB India (MBA), for an exclusive session exploring the CFP Certification’s intricacies. Ms. Teena will cover key topics, including exam structure and curriculum, qualification requirements, work experience prerequisites, global recognition, and job opportunities available to CFP Certificate professionals.

Key Highlights

Program Modes: Choose from Regular and Fast Track modes to suit your needs.
Study Hours: Discover the required study hours to help you plan your preparation.
Fee Structure: Get the latest information on the fee structure of both the Regular and Fast Track modes.
Exam Structure: Understand the 4 modules and the financial plan assessment to prepare effectively.
Curriculum: Benefit from comprehensive coverage of financial planning topics.
Minimum Qualification: Learn about the eligibility criteria for the CFP Certification.
Prerequisite Work Experience: Find out if any work experience is required to pursue the certification.
Passing Rate: Explore the passing percentage or rate to gauge your preparedness.
Career Opportunities: Unlock various job roles in financial planning, wealth management, and more.
Potential Employers: Enhance your job prospects with top financial advisory firms, banks, wealth management companies, insurers, and AMCs.
Global Recognition: Earn a certification recognized globally across 28 countries as a mark of excellence in financial planning.
Integration with Academic Curriculum: Note that the CFP Certification is part of the Ccurriculums in some Institutes of National Repute.

Why Should You Attend?

This webinar is ideal for anyone seeking to gain valuable insights into the CFP Certification program, including its benefits, exam structure, curriculum, and qualification requirements. You’ll also explore exciting career opportunities and potential employers in financial planning and discover how to leverage the CFP Certification for career advancement.

Who Should Attend?

Financial planners/advisors
Wealth managers
Relationship Manager
People working in Asset Management Company
Professionals seeking career advancement in finance
Students pursuing finance-related courses
Career changers interested in financial planning
Anyone interested in learning about the CFP Certification program

Conclusion and Key Takeaways

By the end of this insightful session, attendees will gain a comprehensive understanding of the CFP Certification program, its benefits, and its transformative impact on career prospects in financial planning. Key takeaways will include understanding the unique value proposition of CFP Certification compared to other finance exams and navigating the CFP Certification journey with clarity and confidence.

Author Profile:

Teena Rawal, Head of Strategic Alliances, FPSB India

Teena is a management graduate from IMS Indore with over 15 years of experience. As regional head of FPSB India, she is involved in planning and executing marketing and business development strategies leading to business growth, creating partnership opportunities, and managing India by creating platforms for higher-level engagement with stakeholders.

Teena has also worked with organizations like ACCA, British Council, NMIMS, ITM group of education, Jaipuria Institute of Management and so on, mainly in marketing and business development. Her decade of experience follows mostly in the educational sector and has a strong understanding of the Indian education market.

She has won four national awards in ‘debate and poetry’ and was also awarded by former president Pratibha Patil for winning four nationals in a row.’

📍 Where: Live on YouTube – https://youtube.com/live/rniIgxqDI_Q?feature=share