What are the differences between CFPCM and CFA?
Holders of the CFA designation are securities analysts, money managers and investment advisors who focus predominantly on the analysis of investments and securities of particular companies or industry groups. The ‘big picture’ approach is what sets the Financial Planner apart. The CFPCM certification is a broad based and comprehensive education programme for Financial Advisors. The Financial Planner uses the financial planning process to help a client determine not only whether he/she can meet their life goals but also the means to achieve them. The big picture view addresses a host of inter- related issues such as budgeting, tax planning, investments and risk management, or by focusing on a limited number of financial concerns within the context of the client’s overall situation.
