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Cfp vs cfa

Kesavan (Executive Business Control) (59 Points)

09 August 2014

Hello experts

I need experts advice for Certified Financial Planner (CFP) vs. Chartered Financial Analyst (CFA) from the course registration to carrier / Professional opportunities (Course duration, examination, fees, industries, etc...) in India also overseas.

Thanks in advance

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2 Replies

Sabin Pokharel (student) (176 Points)
Replied 09 August 2014

1. CFP stands for Certified Financial Planner, and CFA stands for Certified Financial Analyst.

2. The Certified Financial Planners mainly give advise to individuals. On the other hand, the Certified Financial Analysts give advise to various institutions, like banks, mutual funds, pension funds, insurance companies and security firms.

3. A person gets a CFP title after he passes an examination conducted by the International Board of Standards and Practices For Certified Financial Planners.

4. To get a CFA title, one would have to take three examinations, which cover subjects like economics, accounting, money management, ethics and security analysis. The Association for Investment Management and Research confers the title.

5. CFP is considered to be a generalist, and the CFA is considered to be a specialist.

6. While the Certified Financial Planners deal more with comprehensive financial planning, Certified Financial Analysts deal more with investment portfolios.

Go to following link for further information: