career in finance
DESCRIPTION
Gone are the days, where a “financial advisor” was considered to be a person who could go around collecting premium cheques or was an individual who couldn’t even scrape through college! Today’s generation (I’d like to call it as “Gen-Next”) look upto a financial advisor/planner as a professional & would like to receive the same type of quality advice as any other professional.TRANSCRIPT
A career choice
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MBA
CA
CS
CFA
CFP
OTHER UNAIDED COURSES
BANKING MFM
Options to get a Good Job…
To get to the C Class….
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Experience
Performance
Qualification
Check Points…
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International RecognitionIndustry Recognition Flexibility of studies Duration of qualification Success Ratio
International Recognition…
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North America
South America
Europe
AsiaSouth East
Australia
Global Recognition for CFPCM Program…
AustraliaAustriaBrazilBelgiumCanadaChinaChinese TaipeiFranceGermanyHong Kong IndiaNetherlands
Indonesia Ireland JapanMalaysiaNew ZealandRepublic of KoreaSingaporeSouth AfricaSwitzerlandUnited KingdomUnited States of America
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Industry Recognition…
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The following companies have resolved that they will give first preference to CFPCM Certificants in recruitment
Flexibility & Duration…
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MONTHS
TO
YEAR
PART TIME COURSE
MULTIPLE CHOICE EXAMINATION
3lahk CFP's Required
2500 CFP's
3,00,000 CFP’s Required
2500 CFP’s in India
Demand – Supply Analysis
When to retire?
Help me buy a car
Forgot to pay Insurance
Premium!!!
No idea how to claim for
hospitalization
Forgot to File Tax
Is my loan too expensive?
How much to save for
daughter`s marriage?
It is a MYTH that only rich people need Financial Planning/Wealth Management
Where is the Aam Aadmi Today?
What The Media Has To Say…
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“ONE CERTIFICATE MULTIPLE CAREER OPTIONS” Banking Investment Advisory services Life and General Insurance Mutual Funds Stock and Security Brokers Tax Consultancy Fund Managers / Portfolio Managers Provides much wanted ‘Credibility & Competency’ as a Financial Planning Practitioner.
Career Opportunities for CFPCM Certificants
• 100 % Placement Assistance
• Assistance in Resume Making
• Grooming for Interviews
Placement Assistant
Income – Expenditure = Savings
Example…
Income – Savings =
Expenditure
Level Job Profile Qualification / Experience
EntryTrainees and executives with Wealth Management Firms, Banks and Product Distributors
Pursuing CFPCM certification + Graduate Fresher
MiddleRelationship Managers, Wealth Managers, Financial Planners/Advisors,
Passed CFPCM + Work Exp. Of 1-2 years
SeniorFunctional Heads like Retirement Specialists, Tax Specialists , Business & Regional Heads
CFPCM certificant with more than 3 years of work exp. & other prof. qual.
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• Finance– Extremely Vast (Much beyond Stock Markets, etc)
• Planning– Required when there is scarcity of something
• Academy– Place for preparatory study/training in a specific field
Financial Planning Academy…
THANK YOU