The Certified Personal Finance Specialist – PRO® (CPFS-PRO®) Certificate Program is designed to develop the basic skills required by Finance Professionals including Wealth Managers, MFDs, RIAs, IFAs, etc. to execute critical functions related to Investment Alternatives, Wealth Planning, Equity Analysis, and Capital Markets, Investment Management & Tax Planning to assist their clients.
This is the most thorough and longest course and anyone can take it to see remarkable improvements in how competitive they are in the finance industry as a financial analyst or as an investor. This certification is offered by the American Academy of Financial Management India and is a stepping stone to a more comprehensive and intensive program like the Associate Wealth Manager® (AWM®)and Chartered Wealth Manager® (CWM®).
The Certified Personal Finance Specialist – PRO® (CPFS-PRO®) Certificate Program is the most comprehensive, dynamic, and practical course you will find online.
In the world of specialization, a Wealth Manager requires broad and extensive knowledge. Wealth Manager must have a deep understanding of the client’s psychology, attitudes, and other intangibles that impact the relationship management with the clients along with the Financial Products and Personal Financial Planning. The CPFS – PRO® Certification Program provides the Financial Goal Planning Skills and other skills to the Financial Professionals including Wealth Advisors which is an important step towards Comprehensive Wealth Management.
CPFS – PRO® Certification is created for ambitious Finance Professionals, who want to close the skill gap between formal education and becoming a world-class Personal Finance Specialist — one who is competent, confident, and poised to advance.
A CPFS – PRO® is a specialty credential for Financial Professionals who are experts at helping individuals with all aspects of wealth management and it helps in displaying their expertise and knowledge as it relates to all aspects of financial planning. The viewpoint for wealth advisors is very positive as the numbers of individuals requiring specialized wealth advice are rising rapidly across India. Alongside this growth is an expected increase in competition found in this field where a professional needs to differentiate their skills and offering to the clients. Hence, people who want to stand out from the rest opt to earn a specialized certification to prove that they have what it takes to be worthy of the field. A certification also strengthens one’s prospects in the company they are in and can help them climb up the employment ladder.
Spend your time wisely, and be confident that you’re gaining knowledge straight from the source. It’s one that will reap big rewards if you choose to pursue it.
What you will learn
On Completion of the Program you would be able to:
Why should you consider a career as a Chartered Personal Financial Specialist?
Salary: It leads to a very well-paid career.
Promotions: Financial Analysts acquire valuable technical skills, which makes them the leading candidates for senior roles in Finance industry.
Secured Future: There is a high demand for Financial Analysts in the finance industry, and you won’t have to be concerned about finding a job.
Growth: While facing different challenges you will test your existing skills.
Who this course is for:
Be the first one to subscribe to this course and grab the opportunity! If you don’t acquire these skills now, an opportunity will be missed to separate yourself from the others. Don’t risk your future success! Let’s start learning together now!