Level Up Your Financial Advisory Practice: Integrating CFP Certification with Your NISM Expertise

This session is designed for finance professionals who have completed one or more NISM certifications (such as Mutual Fund Distribution, Investment Adviser, or Research Analyst etc.) and are looking to elevate their role from transactional advisory to holistic financial planning with the globally respected CFP certification. 𝙍𝒆𝙖𝒍 𝑪𝙖𝒓𝙚𝒆𝙧 𝙂𝒓𝙤𝒘𝙩𝒉 𝑺𝙩𝒐𝙧𝒊𝙚𝒔 𝑨𝙛𝒕𝙚𝒓 𝑪𝙁𝑷 Case studies: Professionals who moved from NISM to CFP and scaled their practice 𝑯𝙤𝒘 𝒕𝙤 𝘽𝒆𝙜𝒊𝙣 𝙔𝒐𝙪𝒓 𝑪𝙁𝑷 𝑱𝙤𝒖𝙧𝒏𝙚𝒚 Eligibility, exam structure, study strategies Balancing work and study as a working professional Recommended timelines and resources Income impact, client growth, and business expansion post-CFP #certifiedfinancialplanner #mfds #cfp #financialplanner #financialplanning #icofp #bajajcapital