Why should you encourage your employees in financial advisory roles to become a CPFA?

1) Benchmark for Skills and Knowledge: Minimum benchmark to judge a potential as well as existing employee’s knowledge and skills in financial advisory.
2) Certification from a Recognized, Neutral Institution: NISM is an educational initiative of SEBI.
3) Investors will trust you more: Through investor education, NISM will create awareness amongst investors to demand and trust Certified Personal Financial Advisors.
4) Earn fee-based Income: May help you earn more fee-based income by providing value-added services.

Partner with NISM to make CPFA successful

Start using CPFA as a benchmark for Financial Advisors
- Use CPFA as a criteria during recruitment and performance appraisal
- Facilitate discussions with your HR team.

Integrate CPFA with internal training
- Encourage employees to get certified
- Facilitate discussion with Training Head

Help us keep CPFA content updated and relevant
- Review the courseware and give feedback
- Allocate a team member for ongoing review

  • Gain holistic knowledge of financial planning

  • Earn more fee-based income from value-added service

  • Certification from a neutral and reputed body

  • Supported by Leading Companies and Institutions

  • Investor Education will create demand for certified advisors


Financial Advisor's
Workbook for
Holistic Planning

Registration:

You can register for CPFA via Nism Certifications Portal or via our Test Administrators:

If you have any queries or are facing any difficulties in registering with the Test Administrators website, please fill this form and we will get back to you:

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