“I am a strong believer of Goal based financial planning as that is the only tool that can guide us to Financial freedom.”
As a Certified financial planner I can construct personalized financial plan for you and your family so that you achieve all desired short term and long term Goals in a desired timeline.
What is CFP CM -
CERTIFIED FINANCIAL PLANNERCM Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification – CERTIFIED FINANCIAL PLANNERCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFPCM Certificants and widely respected by consumers, professionals & industry. A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 5 Module CFPCM Certification Education Program through an Authorized Education Partner and pass corresponding Exam 1-4 facilitated by NSE. The CFPCM Examination (also called Exam 5 based on Module VI-Advanced Financial Planning) is designed to assess the candidate’s ability to apply Financial Planning knowledge to real-life Financial Planning situations. By passing the CFPCM Certification Examination, the candidate demonstrates to the public that he/she has the required level of competency to practice Financial Planning.