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Certified financial planner: A growing field in India

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Who is a certified financial planner?

A certified financial planner (CFP) is an educated, trained and licensed individual who is responsible to manage other people’s finances. These CFPs ensure that your finances are well managed, so that you can achieve your financial goals.

Individuals who successfully complete the certification are awarded a diploma. A certified financial planner would help you manage your funds and invest efficiently. It is very important to clearly specify your financial status to the CFP.

CFP’s also help you in the following ways:

Know your short-term and long-term financial goals
Estimate the cost of your financial goals keeping in mind the inflation and price rise
Identify any possible problems to achieve your financial goals
Develop a personalized financial plan and present it
Implement the financial plan so as to achieve your goals by managing money that you have
Monitor the financial plan by analyzing what was planned to be achieved and what is actually achieved

Certified financial planner CFP course in India

If you are a certified financial planner, you are amongst the most respected and in-demand professionals.

The demand for the CFP course in India has noticeably increased.

Noticeably, in the last few years, the demand for the CFP course in India has risen.

People expect more duties on their shoulders along with their financial responsibilities.

As incomes are steadily increasing, on the rise, people now seek professional guidance for investing money in smart avenues so as to avail maximum benefits and plan their goals accordingly.

Not only is this increasing, but also the The number of job seekers, looking out for a decent job in India or abroad. is growing fast as well. With a certified course like CFP in hand, the job seekers get an upper hand over the others.

Companies like ‘JP Morgan’, ‘Citi Bank’, ‘HDFC’, ‘Kotak’, ‘American Express’, ‘Reliance’ and ‘ING’ hire job seekers who are certified financial planners to deal with their high net worth clients.

Registration and post-course completion benefits

The procedure for CFP registration has been simplified for applicants through online hassle-free websites.

You simply need to go online and register for the certified course in financial planning to get going.

Those who complete the Certified Financial Planner CFP course will carry all the required skills and knowledge to give professional financial planning advice. It goes without saying that, their services are welcome by KPOs, banks, insurance companies and financial services companies.

As you successfully complete your NCFM Registration and complete the course you can avail the following benefits:

Enhanced career opportunities in world renewed companies, banks and management companies
You personally feel satisfied that you have achieved the most respected standard in the financial planning profession
CFP is a completely recession proof career
Build satisfied relationships and business deals with more clients
Create more revenue opportunities by increasing services offered

As the popularity of CFP course in India has increased, more and more people aim to become certified financial planners. Thanks to the support of CFP professionals, managing the finances is simplified. 

 

Interested people can visit http://www.financialadvisors.dspblackrock.com site for online registration. Below link might help you:

CFP Study Material

Marc Rubin Joins Canvas as Chief Financial Officer

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Reston, VA (PRWEB) December 16, 2013

Canvas, the global leader in mobile apps for businesses, today announced that Marc Rubin has joined the company as Chief Financial Officer.

Rubin brings to Canvas more than 20 years of financial and operational management experience, with a proven track record guiding startups and technology companies through aggressive growth and expansion, including many rounds of venture capital financings. Marc has served as Chief Financial Officer and Chief Accounting Officer at several well-known and successful fast growth technology companies in the Mid-Atlantic region, including Sequoia Software (IPO; Acquired by Citrix), Sourcefire (IPO; Acquired by Cisco), and Rovion (Acquired by Gannett). Prior to working with emerging businesses, Marc worked in finance and accounting management positions at Black & Decker and London Fog.

“Marc is uniquely adept at providing financial guidance that propels growing businesses through the corporate life cycle – from startup, through capital raises, hyper-growth, IPO and acquisitions. This is a result of Marc’s ability to not only perform traditional CFO functions, but also to provide the cross-functional support fast growth companies such as Canvas benefit immensely from, such as day-to-day operations, HR and marketing,” said James Quigley, co-founder and chief executive officer. “We feel extremely fortunate to have Marc as a part of our management team, and Canvas will benefit greatly from his insights and expertise.”

Most recently, Marc was the founding partner of ArcPoint Partners, providing outsourced finance, accounting, and HR services to tech startups across New York, Silicon Valley, and the Mid-Atlantic. One of these clients was Canvas, and it was during this outsourced relationship that Marc observed Canvas’s growth and recognized the opportunity to become a more integral part of the company’s future.

“Canvas possesses all the elements of a company poised to dominate its market for years to come, including a stellar management team, leadership in an exploding mobile enterprise market, and a diverse customer base,” adds Rubin. “The more I worked with Canvas over the past several months, the more impressed I became, and believe the sky is the limit for the company going forward.”

Canvas’s mobile app platform enables organizations of all sizes – ranging from Fortune 100 firms and nonprofit organizations to one-person businesses – to replace cumbersome paper forms with highly customizable mobile business apps that enable organizations to save money on their data collection processes and boost productivity. The firm’s Application Store now has more than 11,000 ready-made apps that can be customized to an individual business user’s needs, and Canvas also offers a do-it-yourself app builder toolkit enabling non-technical users to build mobile apps in minutes.

About Canvas

Canvas is an easy, fast and economical way for businesses to find, customize and create mobile forms to replace paper forms. Canvas is a cloud-based software service that enables users to collect information using mobile devices, share that information and integrate with existing backend systems. Canvas also offers the first mobile business application store of its kind, allowing businesses from diverse industries to find mobile forms specific to their needs. To learn more, visit http://www.GoCanvas.com. Currently, Canvas employees have adopted Ante Up nonprofits on three continents and various states that have been involved in disaster relief, the feeding and care of families and children in need, and the protection of human rights and species in crisis.







Find More Venture Capital Press Releases

How the venture capital community contributes to Providing Financial Assistance

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Most businesses cannot function by themselves. Although they do book profits and look like very healthy enterprises, most of them look for funding from an external source. The need for financial assistance can vary from project to project, and also for different ends to be met. The venture capital community looks to provide funding to the right companies and for the right causes.

There are several reasons for which companies look outside for assistance. There could be the intention to start off with new product categories, or even to enter into new segments. For this, a lot of money is not only required to startup the venture, but also to put processes in place. This is one of the major areas for funding. Additionally, there could be products which look to enter new markets, and this could require a great deal of money, which the venture capital community could readily hand out.

Every project, no matter how new or old, requires periodic research. This is especially true for the pharmaceutical industry, which is one of the major users of venture capital assistance. Venture capitals heavily invest money into most research oriented projects as this is the area where potential exists.

The venture capital community tries to ensure that all the money invested in for the right reasons. Although investing money into a business proposition always comes with some risk, there is plenty of research and study which is involved to pre-empt the possibility of having to lose money in the bargain. Venture capitalists look to improve their reputation and put their money in the right places. It is not very easy to do this, and both the venture capital firm and the company looking for funds have plenty to do before the deal is finally struck.

However, when you have finally signed on the dotted line, there is only plenty to be gained on both sides.

For more information about this article please visit: Venture Capital Community

Latest Financial Planning Association,Blog News

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Valentine's Day survey: Why do Canadians divorce?
The polling industry's professional body, the Marketing Research and Intelligence Association, says online surveys cannot be assigned a margin of error because they do not randomly sample the population. … “While being open and honest with each other …
Read more on Beacon News (blog)

MasterCard Names Tim Murphy General Counsel and Chief Franchise Officer …
In 2006, Murphy was named group executive, Customer Business Planning and Analysis, and was president of MasterCard's U.S. Region from 2007 to 2009. Murphy then became chief product officer, responsible for … He left MasterCard from 1990 to 1993 and …
Read more on The Herald | HeraldOnline.com (press release)

BENCH BLOG: The case for more treatment courts
As defined by the National Association of Drug Court Professionals, these are people addicted to illicit drugs or alcohol who are at substantial risk of reoffending or failing a less intensive disposition such as pretrial services or standard probation …
Read more on Wisconsin Law Journal

Astoria Financial Corporation To Participate In The KBW 2014 Boston Bank …

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Astoria Financial Corporation To Participate In The KBW 2014 Boston Bank …
Astoria Federal originates residential mortgage loans through its banking and loan production offices in New York, a broker network in four states, primarily along the East Coast, and correspondent relationships covering nine states and the District of …
Read more on Virtual Press Office (press release)

WHAT$ APP signals bubble or broad undervaluation — TESLA-APPLE tie-up …
Both devices hold virtual versions of your credit and debit cards, and work at over 90 percent of the country's credit card machines without retailers having to change anything, according to Loop. The Fob and ChargeCase work only with the iPhone, for …
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NY officials: Virtual currency invites real crime
… while portraying himself as an Internet trailblazer. Authorities say an investigation of Liberty Reserve, and more recently that of Silk Road, demonstrate how the anonymity inherent in virtual currency transactions is attracting legions of flesh …
Read more on Modesto Bee

Latest Financial Planning Jobs,Blog News

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Springfield seeks to sell tax-foreclosed Bay Street industrial sites for new …
The proposals will be ranked by the review committee on factors such as project feasibility, the quality of the reuse plans, the readiness to proceed, the jobs to be created and the financial benefits such as the price offered and tax revenues …
Read more on Boston Business Journal (blog)

Here's De Blasio's State Of The City Speech In Its Entirety
It is a place where New Yorkers from all walks of life can find a path to a future…with a good job and a shot at a better life. Every day, I sit behind the desk of Mayor LaGuardia, reminded of the courage we all must summon in our fight to make New …
Read more on Gothamist

Latest Financial Planning Jobs,Blog News

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LAKE ELSINORE: New appliances stolen out of houses
Comments may appear in other featured positions such as letters to the editor. Comments Loading… … Brian Rokos contributes to the Crime Blotter blog. He covers public safety in western …. Make Mire your truM H up to d #t< and Ims the latest …
Read more on Press-Enterprise (blog)

Another 2000 jobs to go at Dutch telco KPN
After years of reorganisation which saw 4,650 jobs disappear, KPN today announced that it is planning to cut another 2,000 jobs in the next two years as a cost-saving measure. … After the sale of E-Plus, KPN's financial profile will improve further …
Read more on ZDNet

Are You Winning Financially?
It's no secret that our household income took a hit in the past 6 months. I've shared that as I launched Workable Wealth, I transitioned out of my full-time job as Director of Financial Planning with a local San Diego wealth management firm to part …
Read more on BlogHer (blog)

Blog Hop: Why do you write?
In my over 20 years of marketing writing and public relations, I have worked in various industries including real estate, printing, financial planning, dental and non-profit. My skills have also … My daytime job is being a writer in several …
Read more on ChicagoNow (blog)

How To Select Financial Planning Software

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To select financial planning software is a big decision and eventually, it can turn out to be more complex than you can imagine it to be. The problem is that there are many options available in front of us and as a result of this; it does become a tough decision to finally select the program that runs in your favor. Although programs such as Quicken and Microsoft Money are quite popular amongst users, yet they are not considered to be the right choice for everyone. Collecting important information on the software of your choice is important before you spend money on purchasing them.  The following instructions will aid all first-time buyers in procuring their financial planning software which they can use with confidence.

1) Firstly, you should start your research in a careful manner wherein which you need to check that it fits your knowledge level very well. There are a number of software programs which are available in this category which starts from the simplest and basic programs that enable you to handle your budget on complex systems and also helps you to balance your checkbook and manage your investment portfolio as well.  In case you are totally ignorant of financial planning software and do not have the required time to know about such systems then it would be a good option to go in for a basic system which is not hard to handle.

2) You need to find out what kind of tools you would require in your financial planning software. In case, you would require handling your checkbook balance, you have to keep track of business expenses separately or you may also need to consider your retirement funds and for this purpose, more sophisticated software is required.

There are also certain software which is also considered better than the common ones for the purpose of budgeting and keeping track of everyday expenses.

3) You can utilize the information offered in qualified sources like the ‘PC Magazine’ which will certainly aid you in purchasing the software. You need to understand the pros and cons of every program and in this aspect, you can check out the access to updates, ease of use and the bugs as well. You can look at the prices offered by different companies and can compare the prices for every software.

4) You should look out for free demos and many of the financial planning software companies do allow users to try out their free trials from their websites, so this will give the user a chance to know if their selection is up to their expectations. Free demos will not be fully operational but they will actually give a good idea to the user regarding what the program will offer to the user.

5) You can also inquire with others on what they generally use as their financial planning software. If you are acquainted to someone who has pretty much the same financial issues as yours, then you can inquire to them about the software which they like and can know about their likes and dislikes.

 

Billy D Ritchie is the Director Of Content for LeadsByFone, LLC, a lead generation company servicing the flooded basement and water damage restoration industry.

When not writing and educating folks about the perils of water damage, he is also a freelance writer, sometime actor, and formerly professional musician.  He also enjoys spending his weekends building and flying model rockets

Visit him online at http://www.waterdamagelocal.com

Latest How To Become A Financial Planner,Blog News

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​Drop the excuses and take a risk
American certified financial planner Kristin Harad is a marketing trainer for advisers. She gives you her tips to … “Marketing does not come naturally to me” and “marketing is not my strong suit” are just a few of the excuses financial planners rely …
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Paul Sidney Elliott Joins Beacon as Senior Financial Advisor
Not only is Paul a Certified Financial Planner™ and adviser, but also he brings estate planning and legal expertise to Beacon as a member of the Florida Bar since 1973 ," said LaVoy. When asked about Beacon's 2014 growth initiative, LaVoy explained …
Read more on PR Leap (press release)

Savvy Senior
If you don't know anyone who can give you a referral, and you're looking for broad-based financial advice, hire a Certified Financial Planner, or CFP, who are considered the “gold standard” in the industry. To get the CFP credential, they must have a …
Read more on Hampshire Review (blog)

Latest Journal Of Financial Planning,Blog News

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Kansas City wealth management firm expands into Nashville market
Patrick Moore, formerly the senior planning partner of Peachtree Planning of Tennessee, will lead Lawing Financial at its Brentwood location. "Our unique structure assures our clients the benefit of precise, up-to-date financial strategies to assist …
Read more on Nashville Business Journal (blog)

Wealth Adviser: Seeking Shelter from the Market's Swings
A morning briefing on coverage of special interest to wealth managers, financial planners and other advisers. Please … All four lagged behind the broader market last year, leaving them less vulnerable to additional declines, he tells the Wall Street …
Read more on Wall Street Journal (blog)