Independent Financial Advisors are an important and growing segment of professionals who contribute to the overall financial markets. The CPFA examination is a great opportunity for IFAs to be certified by a Neutral and Authoritative body that is established by SEBI.
Becoming a Certified Personal Financial Advisors (CPFA) has many advantages:
1) Benchmark Knowledge: You will raise your knowledge level about financial planning and advisory to industry benchmark
2) Gain Trust: Clients will trust you much more with certification from a Neutral body established by SEBI
3) Competitive Advantage: Gain an edge over peers in the industry
4) Supplementary Fees: Apart from commissions, being a certified advisor could generate additional advisory fees
CPFA equips you to move up the value chain, from just selling financial products to holistically planning and managing your client's investments over a long term.
Gain holistic knowledge of financial planning
Earn more fee-based income from value-added service
Certification from a neutral and reputed body
Supported by Leading Companies and Institutions
Investor Education will create demand for certified advisors
Financial Advisor's
Workbook for
Holistic Planning
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