Welcome to the world of CFP Club India.
CFP Club India introduces itself as a promoter of personal finance planning, professional personal finance services & financial literacy in India. It is an interactive platform to empower the personal finance community of financial planners, Individual financial agents, employees/students of personal finance industry and the informed or uninformed investors in India. It acts as a support system for exchanging thoughts, suggestions and ideas within the community for the development of all categories of professionals and people who deal with personal finance on the one hand and the investors on the other. The main objective of CFPclubindia is to eradicate miss-representation and miss-selling of personal finance instrument and encourage financial planning, professionalism in personal finance practice and developing financial literacy in India.
Now, CFP Club india is open for membership under category A and B.
Category A membership is for the recipient of the activities of the organization. It is open for all Indian citizen or NRI (potentially the Investors/insured or anyone other than professionals who are working for personal finance industry)
Category B therefore is reserved for personal finance professionals -The Planners, IFAs, Wealth Managers, Employees of any bank/Insurance companies/ financial institution/Share broking firms and relevant trainers/coach etc
We appeal the people of India to favour the financial planning and financial literacy movement promoted by the organisation for their own help.