Is Certified Financial Planner actually your fit?

A 15-minute focused check — only the assessments that actually predict success in this role. No fluff, no full battery.

Role you're checking

Certified Financial Planner

Finance

A Certified Financial Planner (CFP) delivers comprehensive, life-stage financial planning — cash flow, insurance, retirement corpus, tax strategy, estate, and investment — under the FPSB India fiduciary standard. Unlike a SEBI-registered RIA (purely fee-only investment advice) or an AMFI MFD (mutual fund distributor, commission-based), the CFP credential signals holistic planning competence earned through FPSB India's six-module CFP examination and NISM certifications. In practice, Indian CFPs operate as independent fee-only planners (Lovaii Navlakhi at International Money Matters, Suresh Sadagopan at Ladder7, Hemant Beniwal at Tarrakki), as wealth managers at Bajaj Capital, Kotak Wealth, and ICICI Securities, or inside large broking and insurance firms where the CFP mark differentiates senior relationship managers serving HNI and mass-affluent clients.

What you'll do

1
Career Interests
7 min
Tells us if the day-to-day activities of this role energize you.
2
Personality Profile
8 min
Reveals whether the working style this role demands fits how you naturally show up.

What you'll get — free

A clear fit verdict for Certified Financial Planner — strong, good, worth exploring, or stretch.
The 2-3 reasons it fits (or doesn't), based on what this role actually demands.
An honest signal on whether to keep exploring this path or look elsewhere.

Start fit check (15 min)Back to Certified Financial Planner

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Is Certified Financial Planner actually your fit?

Certified Financial Planner

Career Interests

Personality Profile