Financial Certification Courses in India

Certified Financial Planner (CFP) Certification

It is a Financial Planning qualification that is internationally recognized & accepted by the global financial community. It is given to those who clear the exam by The Financial Planning Standards Board (FPSB) of India. Various financial courses offered in India act as a stepping stone towards the CFP Certification. These can be pre- or post-graduation and masters as well as for skill enhancement.

Given below are the major financial courses offered in India.

Chartered Wealth Manager (CWM)

The CWM Course is for those that want to get into Wealth Management and the Private Banking Sphere. Started by American Academy of Financial Management (AAFM) USA, this financial program under the Certified Financial Planner (CFP) incorporates syllabi from India and around the world.

It is offered in India by AAFM India. Students are taught how to manage both global and local investments, especially those made my Ultra Affluent Clients. The program curriculum is divided into two levels, the first being the foundation level while the second is the advanced one. Organizations such as Indiacan a Pearson, Educomp Company, and ICICI Direct offer this program as they are authorized education providers of AAFM India.

Certified Financial Planner (CFP)

Offered by Financial Planning Standards Board in USA, this course enables individuals to learn Financial Planning. The program is divided into six different modules and students need to be intermediates with three years of work experience to be awarded with the Certified Financial Planner Certification. It is the pinnacle designation in Financial Planning which authorizes individuals to advice people while planning their financial goals.

Chartered Financial Analyst (CFA)

Offered by the CFA Institute, this program is a professional qualification for investment and financial professionals. Those that complete this program successfully are awarded a CFA Charter and become a CFA Charter Holder.

This program is for those people that want to become financial analysts and equity researchers and focuses on knowledge in other areas of finance as well. To be eligible for the CFA program, one must be a graduate and must have at least four years of work experience to his name.

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