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CFP CERTIFICATION
FPSB India names Ramesh Vishwanathan CEO to drive growth of financial planning professionFPSB India has appointed Ramesh Vishwanathan as its new Chief Executive Officer. Vishwanathan brings over 25 years of leadership experience...- Who is Muthukrishnan Dhandapani and how did he become Rahul Gandhi's investment advisor?Muthukrishnan Dhandapani, a Chennai-based mutual fund distributor and ex-BJP supporter, went viral on X after revealing that he has been ad...
- NPS gets wider reach: Pension body allows CAs, fintech firms, Gramin Dak Sevaks, Pension Sakhis and others to act as pension agentsThe Pension Fund Regulatory and Development Authority has expanded the National Pension System distribution network. Ten new categories, in...
- FPSB India, Bharat Chamber of Commerce ink pact to boost financial planning educationKolkata witnesses a collaboration. FPSB India and Bharat Chamber of Commerce unite. They aim to boost financial literacy nationwide. The fo...
- The big gap in financial planners in India. Can FPSB India step up?The Certified Financial Planner (CFP) certification, overseen by the Financial Planning Standards Board (FPSB), has been in India for nearl...
- NISM, FPSB India to launch postgraduate program in financial planningThe National Institute of Securities Markets and FPSB India introduced a Postgraduate Program in Financial Planning and capacity-building i...
- Fintech revolution offers multiple opportunities for mid-career professionalsThe fintech industry offers lucrative mid-career roles in data science, product management, and regulatory technology. Professionals can ex...
- No takers for 18 lakh jobs in financial services sector in India: FBSB India CEOIndia is grappling with unemployability in the financial services sector, with nearly 18 lakh jobs not filled last year. GIFT City in Gandh...
- Certifications ease career path in financial leadership rolesCertified finance professionals in India earn about 20% more. AdAstra Consultants highlights the significant impact of certifications. Key ...
- At 7.5% rate, Mahila Samman Savings Certificate offers higher interest than bank FDs; who should invest?Mahila Samman Savings Certificate (MSSC) is a one-time scheme that offers a fixed interest of 7.5 per cent. It can be opened in the name of...
- State Bank of India returns money to bondholders earlyIn 2011, the bonds paid a high interest rates when most bank deposits of up to two-year tenures were fetching annual returns of 8-9 per cen...
- Sebi RIA norms: Some mutual fund advisors brace for business disruptionsThe recent Amfi diktat of separating advisory and distribution business is a talking point in mutual fund industry, but some advisors say w...
- 7 warning signs to watch out for when choosing a financial plannerWhile a certification may be no guarantee that a planner will manage your finances well, by and large, it is an indicator of his ability to...
- Invesco India Tax Fund : Fund ReviewAmong tax-exempt investments,ELSS has the shortest lock-in period of three years.
- Don't go for three-in-one accounts to invest in mutual fundsYou have a host of options to buy and sell mutual funds with or without paying commissions. Do you really need a three-in-one account?
- ICICI Securities' learning arm ties up with IIM KashipurICFL and IIM-KP have identified five programmes that will be introduced in Delhi, Mumbai, Bengaluru, Pune, Kolkata and Hyderabad.
- Hiring of CFP professionals to grow globally this year: SurveyHiring of certified financial planners (CFP) is expected to grow globally this year, including India, as many firms are planning to increas...
- FPCIL and ICICI Securities join hands to promote financial planningFPCIL and ICICI Securities today announced a strategic association for promoting financial planning and certified financial planner (CFP) c...
- Financial planners must put their clients' interest first while educating them: Noel Maye, CEO, Financial Planning Standards Board, USTraditionally, India has focused on the selling side of the transaction. Now however, it is moving towards showing openness and commitment ...
- FPSB seeks regulatory organisation statusThe Financial Planning Standards Board (FPSB) has sent a proposal to market regulator SEBI, seeking the role of first-level regulator for i...
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