Certified FINANCIAL PLANNERS

According to the US Bureau of Labour Statistics, the overall employment of financial planners and advisors is expected to increase faster than the average (by 27 percent or more) for all occupations through 2029

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The financial planning profession has been rated the No.1 job in USA by Jobs America Almanac. The CFP (certified financial planner) certificate is one of the most prestigious and preferred qualifications in financial planning globally, described by the Wall Street Journal as the ‘gold standard’,” says Ranjeet Mudholkar, former principal advisor and director of the Financial Planning Standards Board India (FPSBI).

According to the US Bureau of Labour Statistics, the overall employment of financial planners and advisors is expected to increase faster than the average (by 27 percent or more) for all occupations through 2029. This is the result of increased savings and investment by businesses and individuals; the rising number of self-directed retirement plans; increasing number of HNW (high net worth) individuals and the growing number of senior citizens worldwide. All people in these categories require savings plans and investment advice. Financial planners earn their living by helping people choose securities, insurance and other financial products. They provide services and advice for retirement planning, college funding, estate planning and general investment.

Currently the population of CFPs in India is minuscule. Informed opinion is unanimous that in the near future, CFP professionals will be the most sought after and well remunerated finance professionals in India and abroad.