It’s time to differentiate between those who just sell financial products and those who offer credible financial advice. Become a Certified Personal Financial Advisor.

The primary objective of this certification examination is to create a minimum knowledge benchmark for professionals engaged in helping individuals manage their personal finance and investments. The examination covers:

1) Financial Planning as an Approach: Get acquainted with financial planning as an approach to investing, insurance, retirement planning and an aid for advisors to develop long term relationships with their clients.
2) Making a Personal Financial Plan: Know the basics of financial advisory, steps in the advisory process, making and implementation of financial plan.
3) Evaluating and Recommending Financial Products: Understand how to evaluate different products, their suitability and how the recommendation of the same can impact investment risks, returns and strategies in a personal finance environment for investors and prospective investors in the market.
4) Tax and legal aspects: Get oriented to Income tax, Wealth tax and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.

CPFA examination is for professionals who offer personal finance and investment solutions to individuals

This examination will be highly beneficial to:
1)Individual Financial Advisors
2)Employees of organizations engaged in financial advisory services that include Stock Broking and Distribution Houses, Banks, Wealth Management Companies, Asset Management Companies, Insurance Companies, Consumer Credit Companies etc.
3)Students aspiring for a career in personal financial planning and wealth management

Assessment Methodology

The examination consists of 60 questions each of 1 mark and 20 questions each of 2 marks, and should be completed in 2 hours. The passing score on the examination is 60%. There is no negative marking.