Pankaj Mathpal is a CERTIFIED FINANCIAL PLANNER^CM focused on comprehensive Financial Planning and Tax & Estate Planning issues for private clients. He has earned the CFP^CM designation from the Financial Planning Standard Board, India

CFP^CM certification is the highest professional designation that can be given to a financial planner. It is the most prestigious and internationally accepted qualification, recognized and respected by the global financial community, rated as Gold Standard by Wall Street Journal.

He lectures frequently on topics such as Retirement Planning, Human Life Value and Insurance Planning, investment planning, planning for children education and Marriage, tax efficient income generation, Tax Planning & estate planning.

Pankaj Mathpal has passion for working with people to ensure that their financial strategy suits their life and goals.

Pankaj Mathpal is also a consultant at Financial Planning Standards Board India. Apart from encouraging student to enroll for CFP^CM certification program he also trains and guides them in preparing for their exams.

Download Presentation to know more about CFP^CM certification