Caribbean Financial Planning Association

Member Benefits
Home | Our Mission | Press & News | Become a Member | MEMBER BENEFITS | Our People | Members ONLY | Events Calendar 2010

Check if these benefits appeal to you

Increased Personal Recognition

appaluse.jpg

By joining the CFPA and becoming qualified as a Professional Financial Planner you will achieve wide market recognition as one of the very few Caribbean professionals in this high-demand sector. The CFPA is linked up with the global Financial Planning fraternity numbering over 200,000 professionals, so our network becomes YOUR network. You can therefore achieve international recognition as you plug in to a dynamic and powerful movement.

Increased Income Opportunities

couple-blk.jpg

Professional Financial Planners are always in demand by banks, investment managers, trustees, insurance companies, accounting firms, law firms and even brokers. Salaries and bonuses are high for those with the right credentials. And success in money usually means success in love!

Improved Self Esteem

Self-Esteem-Cat1.jpg

As a qualified professional capable of commanding fees and client respect your self-esteem will rise to a high level - on a par with other fee-charging professionals such as lawyers and doctors. Your contribution to the financial security of the peoples of the Caribbean will be an ongoing and worthwhile public service.

Greater Job Satisfaction

jobSatisfaction.jpg

Your work as a Financial Planner involves guiding the lives and futures of families, and business owners, uniquely different from the value they get from other financial advisors. You cannot fail to experience the sense of responsibility and satisfaction that comes with such a role.

Greater Freedom

BeachLaptop.JPG

How would you like to do the strategic planning for your clients in a relaxed, creative, Caribbean environment? Financial Planners need to envision their clients' overall life goals and inter-generational legacy plans without office interruptions such as meetings and phone calls. Secluded laptop planning is not a fantasy. Try it and see!

Greater Career Choice

consultation-1.gif

When you become a recognised financial Professional in a fast expanding industry (globally) many doors of opportunity will open for you - in CARICOM and even abroad.
Financial Planning is such a powerful skill set (like project management) that almost every department of a financial organisation will have a place for you. This will open up fantastic career choices for you! In particular, your job mobility will increase since wealth-care skills are needed in all countries similar to the growing demand for health-care skills. And what's interesting is that they are needed in the same market segment, the so-called 'baby boomers' or post WWII over 60s, with large savings and long life expectancies.

Greater Social Contribution

BrianLara.jpg

The vision of the CFPA, as stated on this website, is for our members to have a major impact on the financial wellbeing of families and business owners in CARICOM. Your success as a Professional Financial Planner will bring our vision to reality and create a significant social benefit for all; something you and your loved ones can be very proud of!

Women Are Great Financial Planners

s_computerpeople.gif

Many of the leading Financial Planners globally are women. For example, the current Presidents of UK and US Financial Planning associations are successful women professional planners with their own practices. Generally, women who make careers in financial planning rise to the top quickly because of their more holistic approach to life. Looking after children, pets, daily catering and households, often as single parents and often holding down a job at the same time, requires a multi-skilled mindset. This makes it easy for women to get into a profession such as holistic financial planning.

Upgraded Lifestyle

Yacht.gif

Your lifestyle and social circle will change when you enter the world of Professional Financial Planning. Why? Because the dire shortage of qualified professionals offering quality, impartial, holistic advice will position you in demand at the highest level of wealth management planning. You will share confidences with very rich and successful clients who will invite you into their circles to better guide their inter-generational wealth transfer decisions.

pool-from-room.jpg

Greater Career Security

SelfEsteem-YoungBlkGuy.jpg

Professional Financial Planners are the General Practitioners of the wealth-care industry - as traditional GPs are of the health-
care industry. Have you ever heard of an out-of-work doctor, GP? No. And this translates into unparalleled, life-long career security for you, once you become qualified. The CFPA exists for you, and for just that purpose, so you can build your brand as the local GP for Caribbean wealth care.

(c) Copyright Caribbean Financial Planning Association 2007.
All rights reserved.

We are happy for prospective members to meet us and talk to
existing members to better understand our organisation
prior to joining.

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