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Pankaj Sindhu Certified Financial Planner (CFP) is a professional designation granted by FPSB Board (US) in United States. To become a CFP, an individual must meet certain education and experience requirements, pass comprehensive exam, and agree to adhere to the Financial Planning Standards Board's Code of Ethics and Standards of Conduct.
CFP professionals are trained to provide comprehensive financial planning services, which includes budgeting, saving, investing, retirement planning, tax planning, estate planning, and risk management. They must also complete continuing education to maintain their certification.
A financial agent, even an independent financial agent, tends to focus on a single problem. They don’t take into account the big picture. Instead, they look at the question narrowly, only advising you on what you have asked for.
The key difference between a financial planner and a financial advisor is that a financial planner focuses on you and your goals, whereas a financial advisor focuses on your money and your investments.
A mutual fund is a type of investment vehicle made up of a pool of funds from many investors.
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Life insurance is a contract between an individual and an insurance company.
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Health insurance is a type of insurance that covers the cost of medical and surgical.
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General insurance is a type of insurance that covers risks associated with property and liability.
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Fixed income refers to investments that pay a fixed rate of return, typically in the form of interest payments.
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