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Career in FP PDF

16 Pages·2011·English
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by ['Saran Kumar']| 2011| 16 pages| English

About Career in FP

The document discusses the growing need for financial planning in India as the economy and middle class have expanded rapidly. It notes that India now has high levels of savings and disposable income, but financial literacy needs to increase to help people meet life goals. The role of a financial planner is described as helping clients develop comprehensive financial plans by gathering information, identifying goals and issues, preparing investment recommendations based on risk tolerance, implementing plans, and reviewing plans over time. Becoming a certified financial planner (CFP) offers opportunities to make a positive difference, have an exciting and challenging career, and earn a good salary while helping others improve their financial situation.

Detailed Information

Author:['Saran Kumar']
Publication Year:2011
Pages:16
Language:English
Format:PDF
Price:FREE
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