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`Certified Financial Planner curriculum relevant for competent performance'

Our Bureau

Kolkata , Feb. 7

NEARLY 95 per cent of the CFP (Certified Financial Planner) education programme's curriculum is relevant for competent performance of professionals in the financial services sector, a survey conducted by Financial Planning Standards Board India has established.

The survey, titled Job Knowledge Survey 2006, evaluated the syllabus and captured feedback on the programme curriculum and certification process.

It covered a range of 496 topics and was conducted across nine constituencies, a press released issued by FPSB India has stated.

The constituencies included CFP certificate holders as well as banks, mutual funds, insurance companies, securities firms and media.

There were 153 respondents to the survey.

The growing recognition of the need to adopt the financial planning approach has spurred professionals from the industry, self-employed, fresh post graduates as well as fresh graduates to seek the certification.

The curriculum and programme introduced by FPSB India received an overwhelming approval for their relevance and professional standards.

The respondents ranked 95 per cent of the curriculum very important to achieving professional competence.

The survey identified a few areas that were considered not so important; these are under review by FPSB India.

It is very important that professionals interacting with consumers should have the requisite knowledge and skills, Mr Shailesh Haribhakti, Chairman of FPSB India, was quoted in the release.

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