Mr. Thukral is a Former MD & CEO – of Axis Securities, FPSB USA Industry Expert in India. He is a CFP, MBA (FIN), CAIIB, LLB, M.COM – Delhi University. He is a BFSI Industry Veteran with over 30 Years of Experience across various functions
Financial planning is, in the words of renowned author Alan Lakein, “Bringing the future into the present so that you may do something about it now.” Today’s businesses require financial advice to fulfill their financial objectives. Selecting a career as a “financial planner” will aid in opening doors to success.
If you are aspiring to become a successful financial planner? Consider the CFP course. Mr. Thukral explained that this advanced CFP course would help you become a certified financial planner and gain the skills needed to provide sound financial advice to your clients.
Overview of CFP New Framework
The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. A new framework helps CFPs better to serve clients, and provide them with the best possible advice. CFP Board invited Mr. Arun Thukral, a renowned financial planner and CFP Board member. He discussed his insights. The Certified Financial Planner (CFP) Board of Standards recently announced the launch of a new framework for CFP certification. A new framework helps CFPs better to serve clients, provide them with the best possible advice. CFP Board invited Mr. Arun Thukral, a renowned financial planner and CFP Board member. He discussed his insights.
Understanding the Financial Planning Process: A Comprehensive CFP Framework includes a detailed overview of the financial planning process, including the various steps involved, the different types of financial planning tools and techniques, and the multiple types of financial planning services available. Additionally, the framework provides CFPs with a comprehensive understanding of the various financial planning regulations and guidelines.
The CFP Certification provides several benefits to a Certified Financial Planner.
Mr. Arun Thukral explained the benefits of CFP that are:
- It helps CFPs better understand the financial planning process and the regulations and guidelines governing it.
- It provides CFPs with the knowledge and skills necessary to advise their clients effectively.
- The new framework provides CFPs with the tools and techniques necessary to develop comprehensive financial plans for their clients.
Mr. Arun Thukral’s insights on the new CFP framework
Mr. Arun Thukral has provided his insights on the new CFP framework. He believed the new framework would help CFPs better serve their clients and provide them with the best possible advice. Additionally, the new framework would help CFPs better understand the financial planning process and the various regulations and guidelines that govern it.
How to Achieve the CFP Certification
All Certified Financial Planners (CFPs) can now access the new CFP Framework through the CFP Board’s website, mobile app, or online learning platform. The new framework provides the tools to meet the highest financial planning standards.
Advantages of the CFP Certification
Mr. Arun Thukral explained the advantages: The new CFP framework provides several benefits to CFPs. It helps CFPs better understand the financial planning process and the regulations and guidelines governing it. Additionally, it gives CFPs the knowledge and skills necessary to advise their clients effectively. Furthermore, the new framework provides CFPs with the tools and techniques essential to develop comprehensive financial plans for their clients.
How is CFP different from other financial courses?
According to Mr. Arun Thukral, New CFP Framework is different from other financial courses as it focuses on the practical aspects of financial planning. CFP course covers topics such as investment planning, retirement planning, estate planning, and tax planning. It also guides on building a client base and becoming a successful financial planner.
The CFP certification is an asset for financial planners. The Certified Financial Planner (CFP) certification is a widely recognized credential in the financial planning industry and is valid in 27 countries across the world. This certification can give job seekers a competitive advantage in the job market and make them stand out from other financial planners.
What new CFP course cover?
The CFP New Framework course provides the knowledge and skills needed to become a successful financial planner. It covers topics such as investment planning, retirement planning, estate planning, and tax planning. It also guides on building a client base and becoming a successful financial planner.
Learning outcomes of the CFP course:
- By taking the CFP New CFP course, you will gain the skills and knowledge to become a successful financial planner.
- By taking the CFP New CFP course, you will gain the skills and knowledge to become a successful financial planner.
- You will learn how to provide sound financial advice to your clients and how to build a thriving client base.
- You will also learn how to become a successful financial planner and use the CFP certification to your advantage.
In conclusion
The CFP Framework course discussion with Mr. Arun Thukral was a great way to gain the skills and knowledge needed to become a successful financial planner. He covered topics such as investment planning, retirement planning, estate planning, and tax planning. He also guided me in building a client base and becoming a successful financial planner.
By taking the CFP course, you will gain the skills and knowledge needed to become a successful financial planner and use the CFP certification to your advantage.
For more insight – New CFP Framework by Mr. Arun Thukral, watch this Video.
An Exclusive Talk on CFP New Framework with Mr. Arun Thukral, Former MD & CEO – of Axis Securities
