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Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India

International College of Financial Planning

This is where competent, ethical, and client-first financial planners step in. And for those looking to become such professionals, the question naturally arises: Is pursuing the Certified Financial Planner (CFP) certification worth it in India? What is the CFP Certification?

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Why a CFP course is the smartest step in your Financial Career?

International College of Financial Planning

We have a great deal of participation in high ticket size products like Portfolio Management Services (PMS) & Alternative Investment Funds (AIF). Some mind-boggling statistics at this point in time, the MF AUM is in excess of 70 Lakhs crores as of end May 2025. We do not have sufficient qualified advisors servicing this quantum of money.

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Why Wealth Management Isn’t What It Used to Be

International College of Financial Planning

They want real-time dashboards, intuitive advice, and a planner who understands them. What This Means for Advisors We can’t just be portfolio managers anymore; we need to evolve into kinda life architects. Where CFP® Really Comes In This is where the Certified Financial Planner (CFP®) certification makes a real difference.

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When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

International College of Financial Planning

Whether it’s chasing overpriced stocks during a bull run or exiting equity portfolios in a panic during a market fall, the problem is rarely the market itself. The CFP® program isn’t just about mastering technical modules on investment planning, taxation, retirement, or insurance. The real issue? Equities, by design, are volatile.

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Transcript: Karin Risi, Vanguard’s Chief of Strategy & Product

The Big Picture

It was not, not an unknown, like many of my, you know, retired predecessors are, you know, when they joined Vanguard in the eighties, it was really off the radar. You can run a screen and screen out riskier product, riskier bonds, lower quality bonds, and that immediately accrues to outperformance for an active bond portfolio.

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Why Certified Financial planners are the 1st choice Globally for Personal Assets Management

International College of Financial Planning

Certified Financial Planner (CFP) is globally the most respected financial designation for personal assets management. Credentials matter in any profession and when it comes to personal finance, there’s no certification more highly coveted than Certified Financial Planner.

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How much do I need to retire? Planning for Your Unique Retirement Needs

Carson Wealth

How much do I need for retirement?” Your financial needs in retirement can depend on dozens of factors – some known and some unknown. One or two million dollars may seem like a lot of money to have set aside for retirement. A Retirement Reality Check. Retirement has multiple factors and requires in-depth analysis.