Q1). Tell us about the CFP certification and who would be benefited by taking it up?
CFP is an International Certification in the field of Financial Planning, Wealth Management and Financial Advisory Services which is considered the most recognised and widely accepted certification globally, including in USA, UK, Australia, Canada, France, Germany, Hong Kong, Japan, Singapore, Switzerland. The CFP Program is comprehensive in nature, covering Investments, Insurance, Taxation and Retirement Planning.
Any individual who aspires to be in the realm of Personal Finance such as Bankers, Mutual Fund Distributors, Insurance Agents, Investment Advisors, Stock Brokers should absolutely look at becoming a CFP professional.
Q2). What are the benefits of an Advisor going through the CFP Program and becoming a CFP Professional?
The CFP is a mark of excellence which is rewarded to individuals who meet stringent standards of experience, education, examination and ethics. The benefits of undergoing the CFP certification program and CFP marks are numerous including:
a) Satisfied Clients who respect you and appreciate the comprehensive approach to Financial Planning.
b) More revenue stream by increasing your product offering and having comprehensive proposition
c) Enhanced Social Status among peers
d) Personal satisfaction in knowing who you have earned the profession’s highest standard and met the global benchmark
Q4). How has your journey of being a Specialist CFP Trainer and Coach been so far? What changes have you observed since you started?My journey as a CFP Trainer and Coach has been very fulfilling as I get to touch the lives of many and change perceptions as we move ahead. When I started, the CFP Certification was considered as reserved only for a select few. After assisting hundreds of Advisors across the country with their CFP preparations over the last 3-4 years, I am happy to state that Advisors are confident at achieving their CFP dream, irrespective of their age, business size, geographical location, educational background or work experience 2017 has been a fantastic year with over 100 candidates successfully completing their CFP Final Exams and another 150 candidates undergoing training right across various cities as we speak.
Q5). What is the secret formula for your tremendous success rate? I have been planning to complete my CFP for years now but have just not got started. Do you have any plans for any classroom training in Mumbai anytime soon?
While, there is no magic formulae. I guess that I have been lucky in getting dedicated, hard-working participants who have followed the necessary processes and stuck to a plan. I focus on the Challenge Status Pathway which is the fast track route for completing the CFP Program. We have an examination-oriented classroom training for 50 hours with adequate mock tests to successfully clear the CFP Final examination.
Yes, I am going to have CFP classroom sessions across Indian cities, including Mumbai. We are looking at having batches in Delhi, Bangalore and Pune very shortly with other locations to follow. I look forward to having you join the batch at Mumbai and joining the CFP bandwagon.