Certified Financial Planner - CFP
Printed From: The Equity Desk
Category: Careers
Forum Name: Build careers in Finance
Forum Discription: Share new course options and spread awareness about various programs for people willing to build a career in finance.,B'Com,BBA, BBM,CA,CS,ICWA,CFA,CFP,
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=6
Printed Date: 25/Jun/2024 at 10:11am
Topic: Certified Financial Planner - CFP
Posted By: maag
Subject: Certified Financial Planner - CFP
Date Posted: 16/Jul/2006 at 10:28pm
| If you see the course material it is very concise and to the point. One of my friend is doing it and he tells me that compared to CA and CS which have more academic value CFP is something that you can use in your day to day life. But the world is still biased on CA and CS... |
Replies:
Posted By: isha
Date Posted: 20/Jul/2006 at 11:01pm
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hey Muskaan...
This is Isha..am pursuing the CFP course n it really is gr8..i have already cleared the 2 modules on introduction n investment n will be appearing 4 two more in october...very practical n i too feel its much better than the usual CA and CS courses...
It is a wonderful course n u must get enrolled...!!
|
Posted By: Muskan
Date Posted: 21/Jul/2006 at 1:01pm
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Great to hear from you on the CFP course and about enrolling I am trying to make up my mind but why is this forum not starting CFP support why only CBSE 12. ANy way had a chance to sneak thru on the ques for eco etc. Seems cool.... |
Posted By: harsh
Date Posted: 30/Aug/2006 at 1:43pm
| hey maag I agree with you that CFP has more academic value than CA,CS etc and do you know its picking up quite fast but still not being popular enough. what I mean to say that lots of people are starting to know abut this course but not try it as we Indians some of the foolish sort of persons are afraid to try some thing new and are happy withn their life |
Posted By: harsh
Date Posted: 30/Aug/2006 at 1:45pm
| hey guys cummon some more posts on this topic last post was posted a decade ago (except mine) |
Posted By: Mamta
Date Posted: 31/Aug/2006 at 12:49pm
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ICFP commits a quality course to its students, which leads to a promising career in Financial Services. To enable students apply the theoretical knowledge gained through the regular teaching, the college has made internship an integral part of the curriculum. To assist our students in getting internship assignments and finally job offers from business organizations, the college has set up an active placement cell. www.icfpindia.org
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Posted By: basant
Date Posted: 31/Aug/2006 at 12:58pm
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I have had very close contact woith some of the studenta doing the CFP course and the feedback that I have received is very positive. It is less theory and more practical. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: Mamta
Date Posted: 31/Aug/2006 at 1:06pm
| Its a course related to theoritical knowledge with practical approach........Its not that its only thory but it is based on practical application of those theories........... |
Posted By: Rinku
Date Posted: 10/Apr/2007 at 8:47pm
| Is it possible to do this course from outside India (I mean distance learning) |
Posted By: basant
Date Posted: 10/Apr/2007 at 9:55pm
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Since you are in UK I suggest you do the US version of it but if you are interested in investing why not do an International CFA? There are many on this forum who have an idea on International CFA and that is one of the best things anyone can do?
This is where we discuss Int. CFA
http://www.theequitydesk.com/forum/forum_posts.asp?TID=155&PN=7 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=155&PN=7
BTW what is your edu background? ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: omshivaya
Date Posted: 10/Apr/2007 at 9:58pm
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A CF Planner would be a good advantageous tool for all TEDDies, once the moolah kitty grows to a significant amount. It would provide cashflow for maintaining expenses for a numbe of years(from some off the $$$ kitty) and the rest of the money one can invest as they do now, thus investing would be more tension-free and thus more objective. One CFP who writes sometimes on MoneyControl.com is Karik Jhaveri. He is a practising CFP at Mumbai available at: mailto:[email protected] - [email protected] for clients. One of his articles I liked most was http://www.moneycontrol.com/india/news/retirementanalysis/kartikjhaveri/disasterproofyo/market/stocks/article/211231 - this one
Anyone have any idea on this Kartik ji, let us all in on that TEDdies.
TIA ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: Rinku
Date Posted: 10/Apr/2007 at 10:26pm
| Basantiji.Thanks for the Reply.But hum to yahn par pata nahi kab tak rahenge?Aur International CFA rupyia bhi bhout kheh leve ha(marwari).I have done BE. Comp.But want to make my future in finance.Even though I have very little idea about finance I am crazy abt it. |
Posted By: basant
Date Posted: 10/Apr/2007 at 10:41pm
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Wow so you can speak (write) Marwari. But by now you would have realised that good things do not come cheap. CFP is not something that can build your career in finance but CFA is the best thing. Now how much would it cost Level 1 could set you back by about US $ 1200 that is I assume you get the study material 2nd hand from Mumbai.
Int. CFA is tough but I suggest it is better to spend some money and even if you flunk once it would be worth it. Int. CFA with an engineering background would be a potent combination.
Now if you look at the cost of all the 3 levels it would appear big but the point is that if you can pass all the levels then you might as well pay for it so take it level by level assuning that if you pass it is worth it.
And for the books as I mentioned above you could get them outsourced from India that should cut down the cost. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: Rinku
Date Posted: 10/Apr/2007 at 10:51pm
| Basantiji this is the reason I respect you.Completely an eye opener for a marwari. |
Posted By: omshivaya
Date Posted: 12/Apr/2007 at 1:16am
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Basant sir, who is one of the best Certified Financial Planners that you know of. If someone wants Financial Planning to be done, which is the best place to go. I am talking of an individual rather than a company like Bajaj Allianz. Thanks in advance Basant sir! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 12/Apr/2007 at 1:31am
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This is no rocket science. They are like consultants take money for identifying and then solving problems. Personally I feel a person is the best FP himself.What would you like to plan for? The first thing they will tell you is move 25% into debt and 10% into liquid cash etc etc and that we are not going to listen at least not me!!!
Good for balanced guys who are not desirous of getting rich in 3-5 years!!! ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: omshivaya
Date Posted: 12/Apr/2007 at 1:36am
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I was thinking of one, after 5 years. My primal reason for using one good one who is good and certified in this FP stuff, was to maintain a steady cash flow for many years...30-40 years maybe with a certain level of certainty.
Then I could focus more on my own investments and take more than average risk. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: Malhar
Date Posted: 21/Apr/2007 at 1:55pm
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Basantji - in Financial Planning, there is no thumb-rule of making an asset allocation.
Rather, decision is taken based on the identified need of a person and the right asset class which would help to achieve that need.
The concept goes: Need --> Target --> Asset Class --> Investments --> Control ---> Achieve == Financial Planning
|
Posted By: vincent
Date Posted: 22/Aug/2007 at 7:13pm
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Here is a link for those interested in financial management & corporate finance http://www.exinfm.com/free_spreadsheets.html Enjoy!!! ------------- Time is your friend on the road to wellbeing. |
Posted By: sweetyagarwal
Date Posted: 28/Aug/2007 at 3:30pm
|
Hi all there,
Iam Chartered accountant.Iaws working last with Trinethra,Hyd,into treasury management. I have 4yrs of work exp. Iam not able to find that growth into the jobs which I have done till date in Corporate Finance.I just wonder if I go for some further course in CFP,(Financial planning),CTM(treasury management),or diploma with IIBF. I cannot go for a regular course as Iam settled in Hyderabad ,so these courses if I do I need to do correspondence ones. Can anybody suggest me what should I go for. |
Posted By: basant
Date Posted: 28/Aug/2007 at 3:53pm
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Hello, CFP is a good cous but the work profile of a CFP and a CA is diagnally opposite so the best thing to do if you want to leverage your CA experience is to look at an MBA or an International CFA (presently that is coming under controversy).
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: kumarrvq
Date Posted: 28/Aug/2007 at 10:49pm
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Can we do CFA or CFP course (not sure which one will be better?) being BE background? I am also BE in Comp Sc. and doing job in IT industry, willing to go for above certification not for the purpose of again doing job in financial industry rather than just for the sake of learning and enhancing my thought process.
In India, from which Institute or corr. course we can do this? Any link or Info will be really helpful for me. ------------- Thanks & Regards, Harry |
Posted By: aditya_be
Date Posted: 05/Sep/2007 at 4:11am
|
it' good to see that atleast some indian forum is talking abt cfp. I have just completed BE and may join a IT major any day. however, i want to shift to finance as a career. i dont want to do mba without any work exp, as i have no background(dont know e of economics...).so mba will come after 1 yr exp in finance. rite now i am looking for a short term course(1 yr-1.5yr.. better if part time or self study) that helps me learn and also makes my resume visible to the HR ppl in finance firms.
i had these courses in mind: ncfm, cfp, cfa( international). would somebody please guide me?
i heard that cfp' are self-employed or stuff like that. i feel that as of now, i am not cofident enough to be self employed. my idea of a first finance job is some bank that provides investment solutions to hni' or corporates...
|
Posted By: basant
Date Posted: 05/Sep/2007 at 9:16am
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CFP is probably 2 years and yes, it is kind of a consultancy business that you need to build upon.What is a problem though is the lack of a consumer mindset to pay for financial advice - at least in India. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: aditya_be
Date Posted: 06/Sep/2007 at 3:26am
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it seems mba is the only option then? |
Posted By: basant
Date Posted: 06/Sep/2007 at 9:22am
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That looks the best - from the top colleges only. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: mandarj
Date Posted: 15/Sep/2007 at 10:24am
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I am interested in having info about CFP course that can be done by selfstudy or corresspondance from Pune. Any help would be appreciated.
Thanks
Mandar
|
Posted By: Malhar
Date Posted: 20/Sep/2007 at 5:09pm
| For info on CFP program, you can log onto http://www.fpsbindia.org - www.fpsbindia.org - which is the apex body for Financial Planning in India |
Posted By: omshivaya
Date Posted: 20/Sep/2007 at 7:42pm
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Thank you Malhar jee, for sharing. Really appreciate the pro-activeness. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: rider.royal
Date Posted: 27/Sep/2007 at 6:48pm
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Just read few parts of this thread and cant stop to wonder that why only mention is given to international CFA... whereas i have read in some other forum that indian one too is very competitive and well respected. But in reality is it that bad to be avoided altogether?? |
Posted By: aditya_be
Date Posted: 27/Sep/2007 at 7:05pm
| the point is that industry is not endorsing that course anymore. leave mnc', even indian firms are not considering it. |
Posted By: rider.royal
Date Posted: 28/Sep/2007 at 2:13pm
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And how gud is their MS(Finance) course?? BTW I read about indian CFA in pagalguy.com, and their from a general discussion on a very long thread, it was concluded that indian CFA may not be at par with international CFA but that have more to do with brand value of international CFA due to it being first mover and US tag. But i can be wrong because no body in my known circle is doing CFA.. |
Posted By: basant
Date Posted: 28/Sep/2007 at 2:29pm
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Int Cfa is the best.MS finance is ok for knowledge but that degree will be unable to fetch salaries in the amrket.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: mail2anilsoft
Date Posted: 06/Jun/2009 at 12:51pm
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Hey!,
I am new here and would like to say "Hallo" to all.
I am working in SMC global,New Delhi as an MIS Officer and want to build career in finance.I am a B.Sc.(Bio)and having PGD in comp science(DOEACC "A" Level).My birth year is 1980.Right now I am getting very low salary.
What I do to build my career in finance.Please guid me.What about CFP, CFA, NCFM..I realy very much confused.
|
Posted By: TCDS
Date Posted: 28/Jun/2009 at 11:20am
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Basant Sir, Pls share your feedback on correspondence MBA from ICFAI. Also, what would u recommend for further studies to a person with Medical background presently working RELIGARE (since few yr) and having good fundamental and technical knowledge on equity mkt. Thanks in advance ------------- Best Regards |
Posted By: basant
Date Posted: 28/Jun/2009 at 11:22am
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Its ok for knowledge but that will not guarantee you a job. Correspondence MBA means very little if you want to monetize that degree but it is a good supplement to your existing Resume.
Why not look at a part time evening MBA instead?
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: desaipurvesh
Date Posted: 23/Jul/2009 at 12:03pm
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Hey All I have started with the CFP course abt 6 mths back and let me tell you its immensely useful in all areas of life. Be it personal finance planning to working in a firm, managing portfolios, or clearing job interviews.
CFP, i feel, is far better than CA or CS. I have seen many ca's n cs who after completing the course and being so qualified cant even answer the basic questions abt investment planning like CAGR, Jensen, sharpe, capital market line etc.
This course is highly recommended to all.
------------- Pd |
Posted By: samiift
Date Posted: 07/Aug/2009 at 10:01am
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Dear Sir, I want to start equity research advisory business in
|
Posted By: basant
Date Posted: 07/Aug/2009 at 11:22am
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If you are trying to sell subscription then I presume no mandatory certification is necessary but for a pms one needs to have a sebi registration. Please check up on this since my information is unconfirmed. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: samiift
Date Posted: 10/Aug/2009 at 12:22pm
| Basant Ji, you have been a source of guidance....many thanks...I'll check on this information.... |
Posted By: samanth
Date Posted: 08/Dec/2009 at 8:42am
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Hi Isha. this is samanth.
I wud like to know the details of cfp. and in the post u had told that u r pursuing the course. plz give me the relevent details. thanking you. [:)] |
Posted By: samanth
Date Posted: 08/Dec/2009 at 8:52am
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Hi Sir! This is sandeep from Hyderabad. I am a B.Com graduate and working in a private company in finance department. Recently I heard about CFP course and I also heard that IIFP and ICOFP are the two institutes which offers CFP course in distance mode. I am so much determined to pursue CFP. could you please provide me all the details of cfp course including fee details. Is work experience mandatory to pursue cfp course? I just have 5 months of experience. Which is the best? IIFP or ICOFP? Plz sir I am confused a lot. plz help me out.
thanking you sir. |
Posted By: basant
Date Posted: 09/Dec/2009 at 3:59pm
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CFP is a good program but if you want to make a big future do the International CFA. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: akshay_007
Date Posted: 20/Jan/2010 at 2:39am
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Hi everyone this is my 1st post...i want to know whether it is necessary to be good in maths and accounting to pursue a career in any fields of the stock market and to do courses like CFA or CFP?
2 - Since i dont have any knowledge at all about the institutes or the courses i searched google and the following came up The courses on stock broking in India are - Post-graduate membership course in capital market and financial services One-year Post-Graduate Diploma in fundamentals of capital market development. Certificate Courses Chartered Financial Analyst Equity Research Major Institutes offering Stock Broker Courses in India are: Bombay Stock Exchange's BSE Training Institute, Mumbai Institute of Capital Market Development, 1965 Arya Samaj Road, Karol Bagh, New Delhi - 05 All India Centre for Capital market Studies, J.D.C Bytce Institute of Management Studies and Research, Nashik - 05 Institute of Company Secretaries of India, New Delhi Institute of Financial and Investment Planning, B/303,Ventex Vikas, M.V.Road, Andheri(E) Mumbai 69 Institute of Chartered Financial Analysts of India (ICFAI), Road No.3, Banjara Hills, Hyderabad 34 The Orion Institute of Capital Market, S- 11, Adarshini Plaza, 91, Adchini, Aurobindo Marg, New Delhi The UTI Insitute of capital Market, Plot 82, Sector - 17, Vashi, Navi Mumbai - 400 705 can anyone plz guide me as to which one of these are good courses and institutes? Thankyou |
Posted By: basant
Date Posted: 20/Jan/2010 at 7:34am
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You need not be an expert in math but anyone who has elemetary knowledge (Class 10) can handle the math at CFA/CFP. Try looking for the Int. CFA course. It does have alot of statistics revolving around Probabilities, Sampling, Correlation SD etc but it is all manageable. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: akshay_007
Date Posted: 21/Jan/2010 at 4:20pm
|
Thank you sir and what do you think about Indian CFA, CFP, CIIA, CMT and the other courses i listed above?
Also do these courses have a market value independently or are they good only along with MBA? |
Posted By: basant
Date Posted: 21/Jan/2010 at 4:38pm
|
They have negligible independent value. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: akshay_007
Date Posted: 21/Jan/2010 at 5:52pm
| even the international CFA? |
Posted By: niteshkrpandey
Date Posted: 23/Jan/2010 at 10:02pm
Mr Basant, I wished to know if i can get some online study Material of Int. CFA  . or any other means of studying the course. pls reply asap... |
Posted By: basant
Date Posted: 23/Jan/2010 at 6:24am
|
Try Schweser or maybe ebay but I am told study material is sold near the Fort area in Bombay. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: niteshkrpandey
Date Posted: 23/Jan/2010 at 10:24am
| any online material for CFP (being in Lucknow).... |
Posted By: sjerry4u
Date Posted: 19/May/2010 at 11:10pm
|
I am engineer working in L&T and a fresh investor too. I have started reading CFA course material from Schweser to get the basics of investing but i havent registered for exam yet. I would like to know the job opportunities for engineering + CFA (+ 2yr work ex in defence industry) I know my graduation and work Ex. are not at all related to finance but still, engineering + CFA without MBA what kind of job can i get? Do we have CFAs in this forum?? please, your view will be valuable to me... Can we start a separate thread for CFA?? ------------- -Jerry- |
Posted By: basant
Date Posted: 19/May/2010 at 6:37am
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A CFA from AMIR is equivalent to a MBA from any of the top B Schools so you should not think twice before opting for it. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: sjerry4u
Date Posted: 20/May/2010 at 6:35pm
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Thanks for the guidance...
------------- -Jerry- |
Posted By: BIKRAM
Date Posted: 20/Jun/2010 at 3:58pm
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Hye Basantjee,
I am 36 years old and reside in Amritsar and am into my family business.I have done BBA and worked in a private bank for 2 years after my graduation.
Of late, I have developed a strong liking for Int. CFA and want to pursue it.
After a gap of so many years, Can I do CFA. Will my age be a barrier?
Is there any institute/college in North India which teaches CFA material?
Or is it totally a self based study programe?
What are the job prospects for me if I clear this prog.?
And finally Is it a wise decision?
|
Posted By: basant
Date Posted: 20/Jun/2010 at 6:34pm
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It is a great decision if you want to leverage this degree to work for others but if you want to invest on your own read some 50 books and you should be well on track. Though it is self taught, it is always better to seek guidance because there are no fixed study materials etc.
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: amitkhandelwal
Date Posted: 23/Jun/2010 at 10:30pm
|
Hi.......I am a CA student.
I want to make a career in finance. International CFA is costly and time consuming.Is there anything apart from the NSE certicates that can help me land into this field. |
Posted By: basant
Date Posted: 23/Jun/2010 at 6:17am
|
If you think education is expensive try ignorance! Int CFA is the best course that anyone can do. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: bhowman
Date Posted: 23/Jun/2010 at 11:10am
What a brilliant statement you have made,Mr.Basant!
-If you think education is expensive,try ignorance- No body w'd have said it better.
Yes,ignorance is more expensive. ------------- That which is so far is actually so near. |
Posted By: basant
Date Posted: 23/Jun/2010 at 11:27am
|
I read that somewhere!!!
------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: Deepanshubhalla
Date Posted: 29/Jul/2010 at 1:57am
| hello sir,i am economics grad..i wanna 2 know about international cfa..is curriculum of cfa same for all 3 levels?i just download the material for cfa..it consists of 5 books...i am confused whether the curriculum is for level1,2 or 3? |
Posted By: arvi2020
Date Posted: 29/Jul/2010 at 10:29am
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Dear Basantji Sir, It could be great if you could list the 50 books for self study , to invest on our own. |
Posted By: 9StockPortfolio
Date Posted: 30/Jul/2010 at 12:37pm
|
Neeraj Marathe, one of our TED members has compiled a list of good books http://neerajmarathe.blogspot.com/2010/07/some-good-books-worth-reading.html - here. Regards ------------- Pursuit of Value |
Posted By: Deepanshubhalla
Date Posted: 30/Jul/2010 at 1:49pm
| hello basant sir,i am economics grad..i wanna 2 know about international cfa..is curriculum of cfa same for all 3 levels?i just download the material for cfa..it consists of 5 books...i am confused whether the curriculum is for level1,2 or 3? |
Posted By: new2investing
Date Posted: 09/Sep/2010 at 6:13pm
|
Hi Deepanshu,
From whatever little knowledge i have, the curriculum is different for the 3 levels. But each level acts as a foundation for the next one.
The level for which the study material is relevant is mentioned in the study notes itself. please have a look again. ------------- Learner... |
Posted By: brijwanth
Date Posted: 10/Sep/2010 at 1:06pm
Deepan I don't know if you are talking about schwester's/kalpan's or not, please post the contents of the book chapter wise (preferably book3) so I can say ------------- Past will not be repeated in future but peaks and troughs do revert to mean, period and order of those peaks, troughs and mean days is the one i.e. not predictable- riser3 valuations |
Posted By: subodhkanase
Date Posted: 20/Sep/2010 at 5:36pm
| i have done MBA In finance....nw i took admission for cfp classes in pune..where i will attend classes for all modules ..but...there faculty saying u go for challenger status...some peple saying go by regular mode...i m confused wat to do?...plz guide me.. |
Posted By: AlleyAllee
Date Posted: 10/Nov/2010 at 5:58pm
| Certified Financial Planner - CFP is now so demanding .Now most of people interested is area now. |
Posted By: lizahellenn
Date Posted: 26/Dec/2010 at 9:53am
|
As a manager of a financial planning business you have two financial
planner. In an hour, Phil can produce either one financial statement or
answer 10 phone calls, while Francis can iether produce 3 financial
statements or answer 12 phone calls. Deoe either person have an
absolute advantage in producing both products? Should these two
planners be self-sufficient or specialize? http://www.e-cash.org/Banks/ - Best Bank Interest Rates |
Posted By: new2investing
Date Posted: 27/Jan/2011 at 10:11pm
|
dear teddies,
i have just cleared my CFA level1 exam and want to know the job prospects on the basis of level 1 only. any pointers and suggestions will be highly appreciable. ------------- Learner... |
Posted By: basant
Date Posted: 27/Jan/2011 at 11:52am
|
Jibs are easier post level 2 Int CFA. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: new2investing
Date Posted: 28/Jan/2011 at 9:22pm
i understand that basantji, but i am planning to appear for level 2 in june 2012, so its more than a year and i want to get a job in investment only(doesnt matter even if its only entry level), so that i can be in touch with the investment world and gain some hands on experience, till i clear my level 2. ------------- Learner... |
Posted By: basant
Date Posted: 28/Jan/2011 at 10:32am
|
I was talking of probabilities only. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: jagjeet
Date Posted: 10/Feb/2011 at 1:12pm
| hello basant sir,,,,, i had completed my BMS(bachelor of management studies) in 2010 itself and i m working with sharekhan ltd as an customer engagement executive,,,,,,,,,,,,, i vud be shifting to usa after 2 yrs,,,,,,,,,so i was planning to go for cfp course,,,,,,,,,,,is it worth doing this course from india? will this b valid there in usa? pls kindly help me |
Posted By: basant
Date Posted: 10/Feb/2011 at 1:38pm
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Would not suggest that try doing an Int. CFA. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: jagjeet
Date Posted: 10/Feb/2011 at 1:56pm
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sir, i would respect ur opinion as i was suppose 2 pay the registration fee by 2morrow itself thanks for that,,,,,,,,,,, but cfa includes maths n i am having a lot of maths fear |
,,,,,,,,, i am good in theory and im also specilized in internationaL finance,,,,,,,,,so is there any other option ,,,,,,,i jus wana work in any bank or share market in usPosted By: basant
Date Posted: 10/Feb/2011 at 2:15pm
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It has Class 12 level math mostly stats chapters like probability, sampling regression etc. Int. CFA is far far better then CFP. ------------- 'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in |
Posted By: manucute5514
Date Posted: 19/Feb/2011 at 8:11pm
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Dear frnd ,
can u plz help me by telling dat should i do th cfp courses from orange school pf buisness nagpur. its new college, bt giving cfp from us board, please reply me either here or [email protected] support me dear ------------- M.S.CHUNARKAR |
Posted By: gurjeet
Date Posted: 20/Feb/2011 at 2:41pm
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AAP YE COURSE KAHA SE KAR RAHI HE ISHA. ------------- gurjeet |
Posted By: gurjeet
Date Posted: 20/Feb/2011 at 2:44pm
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FRIENDS SUGGEST ME THAT CAN I DO THIS COURSE FROM INDIAN INSTITUTE OF FINANCIAL PLANNING, DELHI. ------------- gurjeet |
Posted By: pracool89
Date Posted: 18/Jun/2011 at 3:50pm
| Can i get the list of calculators recommended for CFP and the one most preferred? |
Posted By: Stock369
Date Posted: 13/Jul/2011 at 4:51pm
| Well, I am very confused whether to go for CFP or not. As after what I heard from experts like basant sir & many other sites too, the job prospects for CFP are rare & do not offer high pay. But I think this course might help me as I am planning to go for CFA int. after my graduation. So I am thinking to go for it. If anyone has any experience about the kind of jobs or pay, if we get any, then please share over here. Also, let me know about the work experience. I am pursuing my graduation but currently I am just a HSC pass. So how much years work experience will be required for me to become a CFP ...3 or 6 ? As for HSC pass outs its 6 years while for grads its 3 years...Please help me clear my confusion... |
Posted By: gordondi
Date Posted: 03/Oct/2011 at 9:48am
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Being new in this financial investment I don't know much about the risk factors involved. And I want to know Is it possible for people to really make a considerable profit using Mutual funds.
http://www.roygavra.com/ - Financial planning advisor |
Posted By: gordondi
Date Posted: 03/Oct/2011 at 10:26am
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There are lots of investment schemes available in market which really got me confused . can some suggest me for nice way of investments tahat can earn you nice returns.
http://www.roygavra.com/ - Financial planning advice |
Posted By: LearningToFly
Date Posted: 03/Oct/2011 at 11:16am
If you are going for CFA, no need to go for CFP.
------------- Success... at all cost. |
Posted By: tejasp
Date Posted: 22/Nov/2011 at 1:07pm
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Hi Mamta,
I fully agree with you that ICFP commits a quality course. For further information click on
http://www.icofp.org - www.icofp.org
|
Posted By: tejasp
Date Posted: 22/Nov/2011 at 1:15pm
|
Hi.
I think CFP is wonderful course you can go ahead with this course. After doing CFP their Charter Members are help in placement as well as give preference in recruitment. After having CFP you can start your own practice. Sen me e-mail if you have more quiry.....
|
Posted By: tejasp
Date Posted: 22/Nov/2011 at 1:17pm
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Hi.
Min. requirement is 10th PASS. So, u r quilified for CFP. 3 yr. of Exp. required in Financial Field.
|
Posted By: tejasp
Date Posted: 22/Nov/2011 at 1:19pm
|
Hi.
You need Financial Calculator.
I prefer CASIO Financial Consultant FC-200V...
More query e-mail me.
|
Posted By: tejasp
Date Posted: 22/Nov/2011 at 1:38pm
| I think go for Regular mode.(WHy take a chance...) By going challenger mode you just save 8,000/- of Examinisation fees. |
Posted By: tejasp
Date Posted: 22/Nov/2011 at 1:41pm
|
Hi
Go for CFP...
http://www.icofp.org - www.icofp.org
|
Posted By: Lucky one
Date Posted: 04/Feb/2012 at 1:51pm
I am commerce graduate. ihave around 2&1/2 years working experience in Security Firm. Now i want to join CFP Course. But confused about its job prospects please , Guide |
Posted By: pjx7z5h6
Date Posted: 19/Jan/2015 at 1:10pm
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Date Posted: 13/Nov/2015 at 12:52pm
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Posted By: Jimm0y74jp
Date Posted: 13/Apr/2016 at 10:45pm
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