Career for CFPCM Certified
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Certified Financial Planner (CFPCM) certified professionals are equipped to guide individuals and businesses in making the best financial choices, which provides them maximum returns of their investments. People today are very aware of the benefits of future financial planning, but it is the numerous investment options that confuses them. While there are various software programs and self-help manuals available to guide them, professional help is much sought for, as money is something that is important to everyone and people do not want to take risk where money is concerned.
Any individual who is earning well and needs a professional to manage his finances, looks for a Financial Planner. And considering the fact that people have growing incomes, they are seeking guidance to invest their finances at all right places that get them maximum benefits.
Besides individuals, businesses such as Banks, Financial Planning Outfits, Wealth Managers, Life Insurers, Accounting Firms, Stock brokers hire professionals who are experts in financial planning. Financial Planners offer expert opinions on issues related to retirement planning, estate planning, tax planning, investment planning, insurance planning, financial management of small businesses and trusts, stock broking, debt and risk analysis. Therefore, with this gambit of services which can be provided by a financial planner, it is needless to say that a career as a Financial Planner can prove both challenging and rewarding and full of opportunities.
Whether it be individuals or businesses, all like to have the services of CFPCM practitioner, mainly because of the ethics standards that the CFPCM certification mandates for each of the CFPCM certificant to sign, which states that client's interest should come first. And with the credibility and respect earned for itself, the CFPCM Certification program provides an edge to the practitioners by differentiating them from those other who also call themselves 'Financial Planners'. The certification instantly helps the practitioner get the confidence of his/ her clients and help serve them better.
Companies such as JP Morgan, Deutsche Bank, Fidelity, Citi Bank, Franklin Templeton, HDFC Bank, Kotak, American Express, Reliance, HSBC Bank and ING are amongst the various market leaders that actively recruit CFPCM certificants.
Given below are some of the career options available with the CFPCM Certificants:
Banks * Manager- Investment Advisory * RM- Financial Institutional Investments * Investment Relationship Manager * Trade Finance- Relationship Manager * Relationship Officer- Retail * Manager- Mutual Fund * Investment Adviser . |
Distribution House * Manager- Wealth Management * Sales Manager * Relationship Manager- Institutional Sales * Product Manager . |
Broking Firms * Research Analyst * Business Analyst * Research Associate * Technical Analyst |
Equity Research Firms * Entrepreneurship and Management of Small Business * Relational Database Management System * Specialisation * Specialisation * Specialisation * Project work. |
Non Banking Finance Co. * Relationship Manager * Manager- Financial Planning |
Financial Planning Firms * Manager- Financial Planning * Relationship Manager * Associate Audit
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Asset Management Company * Sales Manager * Center Manager * Research Analyst
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Knowledge Process Outsourcing * Data Analyst * Market Researcher * Client Development Analyst * Derivatives Analyst * Equity Analyst * Research Associate |
Life / Non Life Insurance Companies * Data Analyst * Sales Manager * Manager- Operations * Product Manager * Agency Manager |
Insurance Brokers * Manager- Client Acquisition * Manager- Operations * Product Manager |
With burgeoning financial markets and investment opportunities, regulators are rapidly recognizing the need for professional and well-governed advisory services. Consequently, SEBI, IRDA, AMFI and other bodies have been certifying professionals to ensure investor protection and this has opened numerous career opportunities for CFPCM Certified Professionals.
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