Benefits of CFP or CPFA

Growth and Survival Kit for BFSI Professional & IFAs

SELF:

1. Helps you to decide your own right asset allocation and Goal based Financial Planning approach.
2. Teaches you to save more and invest more in right products.
3. Reduces your impulse expenses and bring the financial discipline.
4. Reduces element of speculation and keep you away from day/F&O trading
5. Peace of mind and financial independence in long term.

CLIENT-PLANNER:

1. Change your approach form “Product selling to Goal Based”
2. You can provide wider advisory services (Insurance to Estate planning services to Real Estate Advisory)
3. Helps in Trust building and Client Acquisition (right now in India only 1600+ CFPs & you are one of them)
4. Better conversion rate (through financial calculator)
5. Higher ticket size (with help of financial calculator)
6. Higher motivation and confidence level.
7. Family friend and trusted trouble shooter for all financial problems of family.
8. Finally, You can launch a FEE based advisory.

COMPANY:

1. Right approach brings more nos of clients, bigger revenue and better profit.
2. Long term approach-higher retention of clients.
3. Better productivity and Retention of employees.

Your Guide to the CFP Certification Exam

http://www.scribd.com/doc/109565007/3-Full-Days-17th-to-21st-Batch-fast-Track-
Cfp-Exam-5-4-3-Financial-Plan-Construction-Training-Workshop-Nov-12-to-Jan-13