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April 7th, 2015, 11:48 AM
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Join Date: Mar 2012
CFP course subjects

Hello , I am Rohit. I want to know something about CFP. would you share the criteria and subjects with me.

The Certified Financial Planner (CFP) designation is a professional certification mark for financial planners .
As per your request I am hereby enclosing a pdf about the role of cfp:-





Following subjects are included in cfp:-
• Risk Analysis & Insurance Planning
• Retirement planning and Employee benefits
• Investment Planning
• Tax planning & Estate planning
• Advance financial planning

Eligibilty for being a CFP :-
• Undergraduates (12th Pass)
• Graduates (in any stream)
• Working Professionals

Last edited by Neelurk; April 18th, 2020 at 10:48 AM.
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