Why are professional Financial Planners required?
• Planning of personal Finance requires specialized skills, knowledge and experience in areas like accounting, budgeting, investments (equity, debt, mutual funds, insurance, commodities and real estate), taxation etc. • The scope of the above mentioned fields is so vast that some Financial Planners choose to advice their clients only whit a single area (eg: investing in stocks or managing tax issues). • When managed professionally the Financial Planning process can yield tremendous benefits to individuals. • Professional Financial Planning has emerged as one of the most attractive avenues in India and abroad. • In India, Wealth management’ has emerged as a lucrative career option, yet there is an acute shortage of well-trained and certified professionals. • This has opened up attractive career opportunities for CFPCM.
