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  Mission Statement

With the rise in need of qualified financial planners & the growing awareness of financial planning profession at large, qualified financial planners, established The Society of Financial Planners, India ( hereinafter referred as The Society ) as a voluntary organization registered under The Societies Registration Act,1860 having all India license, & presently having more than 100 members across the country.

The Registered Office of The Society is at Mumbai & it has Chapters in Pune, Gujarat & Punjab. The Society is on the verge of opening other Chapters across the country too.

The Society conducts number of seminars, lecture meetings, workshops’ in solving problems of its members in the areas of financial planning. Moreover, The Society even runs a Google group called, "CFPstudents” which focuses in solving difficulties of students who are pursuing the CFP examination. The Society also runs a Google group for certificants, titled, “CFPcertificants” to give them a platform to share their opinion, ideas, and views on matters related to financial planning.

The members of The Society are credentialed professionals who are knowledgeable in applying the skills & expertise to individual client’s circumstances.

Therefore the society is committed to :

  1. Empowering networks that create a professional home identified by a set of core values, beliefs & the opportunity for learning & growth

  2. Promoting Continuous Education that is comprehensive, current & practical

  3. Recognizing as members those who abide by our Code of Conduct & Professional Ethics

  4. Spreading awareness & bringing about development in the financial planning profession

  5. Endorsing & promoting high standards of integrity, professionalism & ethical practice among its members

  6. Provide & deliver high quality advice & service to clients

  7. Upholding the clients’ interest in the highest priority & helping them achieve financial security & independence

  8. Upholding the rights of its members & the financial planning community at large.

The Society is principle centered & a learning oriented organization to promote quality service & excellence in the profession of financial planning & would be proactive to change.


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