Internationally Certified Financial Consultant


HBF DIRECT LIMITED (Public Ltd) is India's leading financial advisory organization run by a team of financial planners and investment experts. Our Team of experts provides the best in class consultancy services in the field of Accounting, Wealth Management, Banking &Investment Advisory, Corporate Finance & Legal Advisory, Start-Ups Consultancy & also assist in Strategy Development as well as day-today operations of a business. Our target market ranges from an individual to various class of entrepreneurs.

Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious Financial Planning Qualification respected by the Global Financial Community. The CFP Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - CERTIFIED FINANCIAL PLANNER Certification, gears up financial career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.


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A CFP® professional works with clients to create holistic long-term plans in order to help them meet their financial goals..
A certified financial planner will comprehend the present market moneyrelated patterns and will propose their clients where to contribute, what to purchase and the amount to acquire, based on their current monetary status.

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Chartered Financial Analyst: This designation is one of the most recognised and respected investment credentials in the world with more than 60 years of legacy
CFA charterholders often seek careers at institutional investment firms (such as hedge funds or mutual funds),broker-dealers, insurance companies, pension funds,banks and universities.

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A Certified Public Accountant (CPA) is the highest standard of competence in the field of Accountancy across the globe.

The exam is administered by the American Institute of Certified Public Accountants (AICPA), which is the world’s largest accounting body

InternationallyCertified Financial Consultant

CFP Course

6 Month Duration
Enrollment with Financial Planning Standards board, USA

  • 5 Exams and CFPCM Modules namely:
  • Introduction To Financial Planning
  • Risk Analysis & Insurance Planning
  • Retirement Planning & Employee Benefits
  • Investment Planning
  • Tax Planning & Estate Planning
  • Advanced Financial Planning

NISM Certifications

4 Month Duration

  • NISM Certification Courses like
  • International Financial
  • Reporting Standards Equity
  • Research Analyst Algorithmic
  • Trading Module Derivative
  • Module

Advance Certifications

12 Month Duration

  • Advance Certification Modules Like
  • Advance Personality Development Course
  • Work Oriented Skill Training Program
  • Financial Products Live Training
  • 6 months Team Leadership program
  • Team Leadership Program, Insurance, Mutual Funds,
  • Portfolio Management Training
  • Equity Commodity Live Training