- Do they need more Corpus
- Do they need less as compared to couples with children
Blog tagged as CFP Course
Retirement Planning for Childless couples
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 ...
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
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
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®
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
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)
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...
Why a CFP course is the smartest step in your Financial Career?
We are at a crucial juncture as a Market. It wouldn’t be exaggerating to state that the next decade belongs to India terms of being the most exciting Market to invest. With the amount of money coming in, there is going to be a lot of importance on compliance associated with advisory. The retail inve...
Is a Financial Planner Course (CFP) Worth It? A Comprehensive Guide for Aspiring Financial Professionals in India
In today’s fast-changing financial world, one thing is certain—people need guidance. Rising incomes, complex tax rules, countless investment options, and growing aspirations have made personal finance decisions more challenging than ever. As individuals and families strive to build wealth, protect t...
Starting Ahead, Not Over: A Single Mother’s Journey to Financial Independence
As we move through June, the warmth of Mother’s Day celebrated in May still lingers. While we honour all mothers, this time I want to pause and talk about single mothers—the lone warriors who manage every role for their children.
There is a quiet kind of strength that single mothers carry. Whether by...
Snowball vs Avalanche: Choose the Best Strategy for Debt Freedom
Introduction to Debt Repayment Strategies
Managing debt is a challenge that many middle-class Indian families face today. Whether it's credit card dues, a gold loan taken during a medical emergency, or an EMI on a personal loan, debt can feel like a constant weight on your shoulders.
The good news? Yo...
GIFT City: India’s Strategic Gateway to Global Finance
- Introduction to GIFT City and Its Legal-Economic Status
The Gujarat International Finance Tech-City, commonly referred to as GIFT City, is a landmark initiative by the Government of India aimed at creating a world-class financial centre within the country. Strategically located in Gandhinagar, Gujar...
When a Loved One Dies, What Happens to the House? A True Story Every Indian Family Should Read
Mr. Kailash passed away on a quiet Thursday morning.
It was not sudden. His health had been declining for some time. But nothing quite prepares a family for the legal whirlwind that follows. His wife, Mrs. Sunita, and their son, Aarav, were now not just grieving, but also staring at the one thing no...
Why Wealth Management Isn’t What It Used to Be
Lets be real for a moment. When I first stepped into the world of wealth management, we didn’t have fancy dashboards. We had files, leather-bound folders, fountain pens, and those formal meetings. Clients were all about one thing: performance. Show them the returns, highlight the tax breaks, and if ...
Notable features of owning CFP Certification and Its dramatic Benefits
Whether you are just starting to explore the chances of becoming a financial planner or if you are already a well-established financial advisor, there exists an undeniable value in meeting the necessary requirements to accomplish the CFP (Certified Financial Planner) status. During the times of econ...
Future prospects of financial planner
CFP Certification – Tried and Tested Route to Success in Financial Planning
Studying and predicting financial condition is necessary in every organisation. In fact it is one of the most crucial factors that determine how a company lays its stakes in the business world and comes out triumphant most of the time. Financial planning is a specialised career wherein you are train...
Bright Career as a Certified Financial Planner
Everybody aims for a bright career. Some people start from a lower level and keep learning and upgrading themselves to reach a higher goal and some focus on grooming their knowledge and qualifications to be eligible for the elegant positions in the industry. Either way, it is about the right combina...
MBA: What is Next?
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