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CFP® Exam Preparation Strategy in India: 6-Month Study Plan (2026)

19.08.26 12:35 PM - By CRM ICOFP - Comment(s)
CFP® Exam Preparation Strategy in India: 6-Month Study Plan (2026)

Preparing for the CFP® exam in India is easier when the syllabus, exam sequence, and weekly study routine are planned in advance. FPSB India requires candidates to complete the education pathway, pass the prescribed examinations, meet the ethics requirement, and satisfy the experience requirement be...

Career in Wealth Management in India 2026 | Salaries, Skills & Growth

19.08.26 12:20 PM - By CRM ICOFP - Comment(s)
Career in Wealth Management in India 2026 | Salaries, Skills & Growth

India’s wealth management industry is expanding as investor participation rises, affluent households grow, and advisory needs become more specialized across cities and client segments. That growth is increasing demand for professionals who can combine financial knowledge, client trust, and practical...

Best Degree for Financial Planning Career in India: BBA, B.Com, MBA, or PGDFP™

19.08.26 11:52 AM - By CRM ICOFP - Comment(s)
Best Degree for Financial Planning Career in India: BBA, B.Com, MBA, or PGDFP™

Choosing the best degree for a financial planning career in India depends on your starting point, career goals, and how quickly you want to build job ready skills. For some students, a broad commerce or management degree creates a useful base. For others, a specialized pathway in financial planning ...

Do not Delay Estate Planning

17.08.26 05:58 PM - By CRM ICOFP - Comment(s)
Do not Delay Estate Planning

Doing Estate Planning so that our legacy in terms of real estate, Investments, Business etc.is transferred to them in a convenient way becomes very important
Postponing a WILL can yield clashes and administrative hurdles. It is advisable to do early estate planning, especially for substantial assets ...

Wealth Management Certification in India Which Option Fits Your Career in 2026?

10.08.26 11:53 AM - By CRM ICOFP - Comment(s)
Wealth Management Certification in India Which Option Fits Your Career in 2026?

If you want to build a career in wealth advisory, private banking, financial planning, or investment distribution, choosing the right wealth management certification in India is one of the first big decisions. In 2026, the market offers multiple options, but the best fit depends on your education le...

PGDFP™ vs MBA in Finance: Which Is Better for Wealth Management Careers in India?

07.08.26 11:07 AM - By CRM ICOFP - Comment(s)
PGDFP™ vs MBA in Finance: Which Is Better for Wealth Management Careers in India?

Students who want to build a career in wealth management often compare a specialized financial planning qualification with a broader postgraduate management degree. A common question is whether PGDFP™ or an MBA in Finance is the better route for long-term growth in India’s wealth, advisory, and clie...

Retirement Planning for Childless couples

05.08.26 11:15 AM - By CRM ICOFP - Comment(s)
Retirement Planning for Childless couples

  • Do they need more Corpus
  • Do they need less as compared to couples with children

Many couples who do not have children think that without the cost of raising children, they will need less money in retirement and they can retire early. They also will not have to spend for grand children &...

CFP® After MBA Finance in India: The Strategic Career Upgrade More Professionals Are Considering in 2026

01.08.26 02:38 PM - By CRM ICOFP - Comment(s)
CFP® After MBA Finance in India: The Strategic Career Upgrade More Professionals Are Considering in 2026

Introduction

For many professionals in India, an MBA in Finance builds a strong foundation in management, markets, and corporate decision-making. But in 2026, many MBA graduates are also asking a sharper question:

can CFP® be the next step that helps them move into personal financial planning, wealth ...

Building a Resilient Portfolio in Times of Global Uncertainty: A 2026 Indian Perspective

11.03.26 11:58 AM - By CRM ICOFP - Comment(s)

Periods of geopolitical tension are not just anomalies; they are stress tests for the resilience of financial markets and, more importantly, for investor psychology.

Whether it was the shockwaves of 2022 following the Russia–Ukraine war, or the current volatility surrounding the US-Iran conflict and ...

How to build Core and Satellite portfolio using MF Schemes

08.03.26 11:45 AM - By CRM ICOFP - Comment(s)

As geopolitical tensions are rising globally, financial planners recommend their clients to build a Core and Satellite portfolio using mutual fund schemes to optimise their long-term returns and meet their financial goals.

Let us understand Core and Satellite Portfolio in the accumulation s...

The SpeculativeTurn: Why India’s Gold Rush in 2026 Needs Advisory Leadership

24.02.26 06:02 AM - By CRM ICOFP - Comment(s)

January 2026 gave us a behavioural signal that we should not ignore.

For the first time in recent years, inflows into Precious Metal ETFs, particularly gold and silver, exceeded total inflows into equity mutual funds. In a country that has spent the last decade building SIP discipline and deepening f...

Intrinsic value: How to know if the price you are paying for a stock is fair?

24.02.26 05:55 AM - By CRM ICOFP - Comment(s)

Understanding intrinsic value helps you avoid buying expensive stocks and buy fairly priced stocks

 “Price is what you pay, and value is what you get,” said Warren Buffett explaining the distinction between cost and true worth. In investing, it is commonly called intrinsic value. It is a re- min...

CFP vs CFA: Key Differences, Roles, and Career Paths Explained 

07.10.25 11:06 AM - By CRM ICOFP - Comment(s)

If finance were a chessboard, the CFP and CFA are not rival pieces; they are players sitting at entirely different tables. Both require intellect, ethics, and grit, but they serve different missions and mindsets.

Think of the CFA charterholder as someone embodying Cal Newport’s Deep Work, analyt...

What B.Tech Did for IT, CFP® Can Do for BFSI

09.09.25 05:49 AM - By CRM ICOFP - Comment(s)

India produces millions of graduates each year, yet fewer than half are employable. Mercer | Mettl’s India Graduate Skill Index 2025 pegs employability at just 42.6%, down from 44.3% last year. For women, the number dips further to 41.7%. The story is clear: we don’t have a shortage of graduate...

India’s Sovereign Upgrade: A Once-in-a-Decade Bond Story

23.08.25 11:24 AM - By CRM ICOFP - Comment(s)

In August 2025, S&P Global upgraded India’s sovereign rating from BBB– to BBB, citing fiscal consolidation and economic resilience. This is the first upgrade in more than a decade and a defining moment for Indian debt markets. Bond yields softened almost immediately, signalling improved confiden...

Beyond the Algorithm: Why India’s Tech Talent Is Turning to CFP®

31.07.25 12:30 PM - By CRM ICOFP - Comment(s)

When one of India’s most respected IT firms, TCS, announced 12,000 job cuts, it wasn’t a mere headline. It was a signal. A signal that automation is no longer theoretical. AI has arrived, and it is rewriting the script for the country’s vast technology workforce.

Across the IT sector, roles that once...

Decoding The Art of Investing

16.07.25 12:02 PM - By CRM ICOFP - Comment(s)

Passive Investing !!

With the usual sensationalism, we have made Passive investing a sophistication by itself.

It’s as though, retail investors can’t venture into passive investing at all

Let’s break this down

Consider a middle income household in Indian context. The popular asset classes are

Gold – eter...

When Markets Swing, Minds Stumble: What Behavioural Finance Teaches Us (And Why CFP® Matters Even More)

11.07.25 11:50 AM - By CRM ICOFP - Comment(s)

The stock market is not a machine of certainty; it’s a reflection of collective human psychology in motion. Every peak and trough, every rally and correction, carries within it a story of how investors feel and react, often more than how they think.

Behavioural finance bridges the gap between rationa...

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