Career Opportunities
CFPCM is the most prestigious and internationally accepted Financial Planning Qualification recognized and respected by the global financial Community. In India CFPCM is being promoted by more than 40 Financial services institution who are also the Charter Members.
| Axis Bank | American Express | Citibank | Motilal Oswal |
| Dawnay Day AV | Cholamandalam | DBS | Birla Sun Life Insurance |
| ICICI Bank | HSBC | ASK Wealth Advisors | Religare |
| Barclays | Mirae Asset | ICICI Prudential | BNP Paridas |
| LIC | SBI Life Insurance | PNB Asset Management | TATA AIG |
| Kotak | Fidelity Investments | Lotus India | Metlife |
| State Bank Of India | Karvy | Allance Bernsteen | Geojit |
| TATA Mutual Fund | HSBC Mutual Fund | Reliance Money | UTI |
The charter member institutions of the FPSB India have resolved to Give the:
“FIRST PREFERNCE TO CFPCM CERTIFICANTS IN THE RECRUITMENT” Charter Member Institutions of FPSB India.
The CFPCM Certificant has all the necessary knowledge and skill to give financial planning advice and therefore his services are sought after by :
- Banks
- Distribution House
- Broking Firms
- Equity Research Firms
- Non Banking Finance Co.
- Financial Planning Firms
- Asset Management Company
- Knowledge Process Outsourcing
- Life / Non Life Insurance Companies
- Insurance Brokers
Benefits of CFPCM Certification
Enhanced career and employment opportunities with financial services companies. Your services are sought by Banks, Distribution houses, Asset management companies, Insurance Companies, Equity broking and Financial Planning Firms.
Personal satisfaction of achieving the Financial Planning profession’s highest standard and met the global benchmark.
Satisfied client who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.
Your expertise and credibility as a qualified professional is instantly communicated.
More revenue streams by increasing your product and service offering to your clients.
Enhanced Social Status by joining the league of professionals.
Recognition in more than 23 countries across the world.
Your credentials demonstrate trust among the financial consumers.
Presentation - Career in Financial Planning
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Presentation - Creating the Future of Financial Advisory
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Career Opportunities