Caribbean Financial Planning Association

Home | Our Mission | Press & News | Become a Member | MEMBER BENEFITS | Our People | Members ONLY
Your Doorway to Professional and Career Growth

click to enlarge
caribbeanmap80.JPG

 
Welcome to the CFPA website, the portal for professional development in the Caribbean region.  We are a non-profit educational and career development organisation which serves the three main pillars of the financial services industry - banking, insurance and investment.
 
The discipline and art of Financial Planning is a relatively new skill which works with legal and accounting practices to provide holistic financial management for families and businesses alike. 
 
No matter in which sector of the financial services industry you work, by joining the CFPA you can learn how to accelerate your career and earnings potential.
 
Did you know that Private Wealth Management is the fastest growing sector in financial services, globally? And that the Caribbean is now moving to a new level to attract global business?
 
ONSHORE, we have the emerging TTIFC, the Trinidad & Tobago International Financial Centre, our regional commitment for CARICOM to enter the global stage to emulate Dubai, Ireland and Panama.
 
OFFSHORE, we have the CARICOM member nations, Bahamas, Belize, St Lucia, St Vincent, St Kitts & Nevis attracting new business from Asia, the Far East and Latin America. 
 
New job and career opportunities will demand the services of financial professionals with new skills; financial planning is one of them. Banking, insurance and investment professionals need to update their knowledge with these skills now, in order to get the top jobs ahead. 
 
The CFPA can help you turbo-charge your careers and businesses.  We can bring you into contact with the best international trainers, mentors, courses and accreditations.  Those who take up this challenge and join us will be among the leaders and influencers in a new CARICOM, building financial self-sufficiency for our people. 

If you are already working in the accounting, banking, insurance, trust, legal, tax planning, investment broking or investment management professions you can qualify immediately for many EXEMPTIONS from our membership requirements to help you become a Professional Financial Planner, to augment your existing professional accreditations, make you more effective in your field and sought after.

click to enlarge
meeting.jpg

Professionally qualified Caribbean Financial Planners are a rare breed. That's why the CFPA was formed - to provide a platform to fast track the training and certification of our local professionals. Everyone wins - the banks, insurance companies, fund managers, brokers and most of all - Caribbean families, business owners and the CARICOM economy!!

Professionals with financial planning skills are regarded just like doctors. That's because they are trained to follow an organised process of needs analysis (problem diagnosis) before they offer any product or service solutions (prescriptions and treatment). They are always in demand for quick tips and advice even on social occasions. But, like doctors, they conduct private consultations by appointment to do their jobs professionally.

Don't postpone your future. Contact us NOW to
get more information on how to fast track your
career, and your earnings, while gaining valuable
international recognition at the same time.

First Name:
Last Name:
Email Address:
Phone (Optional):
Request One:
  

SponsorLogo.jpg

Click HERE to go to Planipedia site

Administration Office: CFPA, 29 Long Circular Road, St James
Port of Spain, Trinidad, West Indies. Enquiries: info@caripfpa.com