pratik shah (CA,CS) (92 Points)
11 July 2012
Whether a same person can work as Practising CA as well as Independent CFP?
Is it a good carrer to work as CA & CFP both?
Whether is there any violation of ICAI & FPSB India rules?
Question arises in mind because of if CA in practice can't accept commission for referring any product, how he can work as CFP?
Please share your views.
J.K.E
(Student)
(79 Points)
Replied 17 March 2016
CFP VIDEO CLASSES FOR ALL THE MODULES
These lectures and case studies covers the curriculum prescribed by FPSB(India)
It covers over 70 hours of video
It has more than 150 topics/videos discussed
It has more than 20 case studies solved in real-time along with financial calculator along with notes provided
The videos are provided in a 16GB pen drive for easy viewing of videos
Module 1 : Introduction to Financial Planning.
Module 2 : Risk Analysis and Insurance Planning.
Module 3 : Retirement Planning and Employee Benefits.
Module 4 : Investment Planning.
Module 5 : Tax and Estate Planning.
Module 6 : Advanced Financial Planning.
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Live class on PF & ESI Enrollment & Returns Filing(with recording)
CAclubindia
