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  • CFP Certification

    In India, Certified Financial Planner (CFPCM) Certification programs are offered mainly by Financial Planning Standards Board India (FPSBI), a public-private enterprise and a body that guides the development and promotion of profess...

  • Career for CFP Certified

    The financial industry is growing in leaps and bounds. There are many career opportunities and job openings in this ever-growing industry. Financial Planner Career is a corporate career track, even for those who run their own finan...

  • Benefits of CFP Certification

    CFPCM certification is recognized in 23 countries across the globe. Besides, the certification immediately get the trust of clients in comparison to other Financial Planners.

 

Case Studies

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1

Dec 29, 2008

Increase life cover, buy mediclaims

Suresh Sadagopan

2

Dec 22, 2008

First of all, build a solid foundation

Suresh Sadagopan

3

Dec 15, 2008

Well- begun is half-done while investing

Suresh Sadagopan

4

Dec 08, 2008

When your savings are just not enough

Vandana Gupta

5

Nov 24, 2008

SMART investing is still a damn good idea

Chhaya Kothari

6

Nov 17, 2008

Build a kitty separately for each of your goals

Chandrakant Soni

7

Nov 03, 2008

Helping a working couple live it better

Neelam Jagani

8

Oct 27, 2008

Financial Plan for a Chartered Accountant

Arvind A Rao

9

Oct 06, 2008

Wisely invested, money begets money

Hema Moryani

10

Sep 29, 2008

Financial Planning for young adults

Vandana Gupa

11

Sep 22, 2008

Beating inflation in your golden years

Jubin Vora

12

Sep 15, 2008

Do you really need a Financial Planner?

Arvind Rao

13

Sep 08, 2008

Seek financial advisors, not sellers

Vyas Rai Nagpal

14

Aug 28, 2008

Insure yourself against critical illnesses

Kairav Shah

15

Aug 18, 2008

Used wisely, money begets more money

Vijay Dalmia

16

Aug 11, 2008

Saving's not enough, invest your money

Chhaya Kothari

17

Aug 04, 2008

How to provide for sudden expenses

Bhupendra Shah

18

Jul 28, 2008

Luxury or necessity:its time to decide

Vivek Rege

19

Aug 25, 2008

Time to rethink your retirement plans

Jeet R Shah

20

Jun 30, 2008

Why financial literacy is imperative

Madhu Sinha

21

Jun 23, 2008

Buy life cover if you have dependents

Amar Pandit

22

May 26, 2008

Making a financial plan is imperative

Suresh Sadagopan

23

May 19, 2008

Goals in themselves are not realistic

Malhar Majumder

24

May 12, 2008

Plan your estate distribution heir and now

Jaishank Gupta

25

May 06, 2008

Smart allocation, planning is the key

V S Arun Kumar

26

Apr 21, 2008

Don't let retirement blues get to you

Munish Saluja

27

Apr 14, 2008

Creating a cocoon for golden years

Suresh Sadagopan

28

Mar 31, 2008

Make the most of that Sec 80C breather

Robin K Garg

29

Mar 17, 2008

Disciplined investing helps scale peaks

Jubin Vora

30

Mar 10, 2008

Reverse mortgage shade for elderly

Alok Kumar

31

Mar 03, 2008

Go it goal-wise keep a leash on expenses (Part-I)

Priyesh Shah

32

Mar 03, 2008

Go it goal-wise keep a leash on expenses (Part-II)

Priyesh Shah

33

Feb 25, 2008

Invest wisely even for tax planning

Swati Kedia

34

Feb 18, 2008

When young, have stomach for equity

Priyesh Shah

35

Feb 11, 2008

Set realistic goals, improve cash flow (Part I)

Prerana Salaskar

36

Feb 11, 2008

Set realistic goals, improve cash flow (Part II)

Prerana Salaskar

37

Feb 04, 2008

Getting the most out of MF Investments

V S Arun Kumar

38

Jan 28, 2008

Home in on the liability you can take on

Prerana Salaskar Apte

39

Jan 14, 2008

Entry load waiver to bring loaded gains

Pankaj Agarwal

40

Jan 07, 2008

Prioritise goals, provide and prosper (Part I)

Jubin Vora

41

Jan 07, 2008

Prioritise goals, provide and prosper (Part II)

Jubin Vora

42

Dec 24, 2007

Fiscal prudence the need of the hour

Chhya Kothari

43

Dec 17, 2007

There are tax sops for stock investors (Part I)

Robin K Garg

44

Dec 17, 2007

There are tax sops for stock investors (Part II)

Robin K Garg

45

Dec 03, 2007

Some asset rejig & a lot more insurance (Part I)

Abhishek Somani

46

Dec 03, 2007

Some asset rejig & a lot more insurance (Part II)

Abhishek Somani

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