🔥 FREE LIVE WEBINAR

Will AI Replace
Finance Professionals?

The Future of Financial Planning and the Growing Relevance of CFP®

Artificial Intelligence is reshaping finance faster than ever. Discover why financial planning remains one of the most future-proof careers and how CFP® professionals are becoming more valuable in the AI era.

Saturday, 13 June 2026
11:30 AM IST
Live Online Webinar
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Certified CFP® Trainers
10,000+ Professionals Trained
4.9/5 Rating
Trusted since 2005
FPSB India Affiliated
Your Speaker

Meet Your Expert Guide

Mr. Rishi Narang

CFP® Certified
Certified Financial Planner®
Over 15 Years of Experience in Investment Research & Advisory

Mr. Rishi Narang is a seasoned financial planning expert with extensive experience in investment research, wealth management, financial planning, and advisory services. He has mentored aspiring finance professionals and guided thousands of individuals toward informed financial decisions. His deep expertise spans equity research, retirement planning, and tax-efficient wealth strategies — making him one of the most sought-after CFP® trainers in India.

15+ Years Experience
5,000+ Students Mentored
100+ Workshops Conducted
Why Attend

Why Attend This Webinar?

Get invaluable insights from a top industry expert and future-proof your career in the age of AI.

01

Understand What AI Can & Cannot Do in Finance

Get clarity on which tasks AI automates and where human judgment remains irreplaceable.

02

Learn Why Financial Planning Requires Human Expertise

Discover the emotional intelligence and advisory skills no algorithm can replicate.

03

Discover Future Career Opportunities in Financial Planning

Explore high-growth roles that are emerging as AI transforms the finance landscape.

04

Understand Why CFP® Professionals Are in High Demand

See the data behind the rising demand for certified planners across India and globally.

05

Get a Roadmap to Future-Proof Your Career

Walk away with an actionable plan to upskill, certify, and thrive in the AI era.

06

Live Interaction with Industry Experts

Ask your burning questions in a live Q&A session with a 15-year industry veteran.

Curriculum

What You Will Learn

A structured 4-module journey from understanding AI's impact to mapping your CFP® career path.

Module 01

AI vs Finance Professionals

  • Impact of AI on financial roles
  • Automation trends in banking & finance
  • Career risks and opportunities
Module 02

Future of Financial Planning

  • The irreplaceable human expertise
  • Building lasting client relationships
  • The wealth advisory advantage
Module 03

CFP®: Career of the Future

  • Growing demand for CFP® holders
  • Salary potential & benchmarks
  • Career growth trajectory
Module 04

Career Roadmap

  • Required skills to get ahead
  • Clear learning path to CFP®
  • Industry opportunities map
Exclusive Benefits

What You'll Get for Free

Every registered attendee receives these exclusive resources, absolutely free.

Live Q&A Session

Get your questions answered live by Mr. Rishi Narang, CFP® — interact directly with the expert.

Career Guidance

Personalized guidance on building a successful career in financial planning.

CFP® Career Roadmap

A step-by-step roadmap from where you are today to becoming a certified financial planner.

Industry Insights

Exclusive data, trends, and insights on the financial planning industry in India.

Certificate of Participation

Receive an ICOFP Certificate of Participation to add to your professional portfolio.

Special Resources

Downloadable study materials, templates, and exclusive resources shared only with attendees.

Who Should Attend

This Webinar Is For You If You Are...

Whether you're a student or a seasoned professional, this webinar will transform your perspective on careers in finance.

B.Com Students
BBA Students
MBA Students
Commerce Graduates
Finance Professionals
Relationship Managers
Financial Advisors
Wealth Management Professionals
Career Switchers
Industry Demand

Why CFP® Professionals Are More Relevant Than Ever

Growing Demand in Wealth Management

India's wealth management industry is growing at 14% CAGR, creating thousands of new roles annually.

Personal Finance Boom

Rising middle-class income and investment awareness are creating unprecedented demand for financial planners.

Retirement Planning Needs

With aging demographics, retirement planning is becoming a critical sector requiring expert advice.

Investment Advisory Growth

SEBI's push for registered advisors and growing SIP culture is accelerating advisory demand.

Human-Centric Financial Advice

Clients increasingly trust human advisors for complex, life-stage financial decisions over AI tools.

0 Finance Professionals
Trained by ICOFP
0 Career Success
Stories
0 Years of Industry Expertise
& Excellence
Success Stories

What Our Alumni Say

★★★★★

"The ICOFP webinar completely changed my perspective on financial planning as a career. Mr. Narang's insights on CFP® and AI were eye-opening. I enrolled in the CFP® program shortly after and it transformed my career."

PK
Priya Kapoor
CFP®, Senior Financial Planner, Kotak Mahindra
★★★★★

"As a relationship manager, I always wondered about transitioning to advisory. This webinar gave me the clarity and roadmap I needed. The live Q&A was incredibly valuable — highly recommend to anyone in finance."

AS
Arjun Sharma
Wealth Advisor, HDFC Securities
★★★★★

"I was a commerce graduate unsure about my career path. After attending ICOFP's webinar, everything clicked. The content was rich, the speaker was engaging, and the CFP® roadmap was exactly what I needed."

NM
Neha Mehta
CFP® Candidate, B.Com Graduate
★★★★★

"Best free webinar I've attended. The depth of insight on AI vs. financial professionals was balanced and fact-based. Mr. Narang clearly has real-world experience backing every point he made."

RV
Rahul Verma
MBA Finance, Career Switcher
★★★★★

"The certificate of participation was a nice touch, but the real value was the strategic direction I got. Three months after the webinar, I cleared my CFP® Level 1. Thank you, ICOFP!"

SB
Sneha Bose
CFP® Level 1 Cleared, Axis Bank
FAQ

Frequently Asked Questions

Is the webinar completely free?

Yes, this webinar is 100% free of charge. There are no hidden fees or charges. Simply register with your details and reserve your spot. All you need is an internet connection and a device to join.

Will I receive a recording of the webinar?

The webinar is a live, interactive session and attendance is highly recommended. Recording availability will be communicated to registered participants via email after the event. Priority access is given to those who attend live.

Can students attend this webinar?

Absolutely! This webinar is specifically designed for students in B.Com, BBA, MBA, and other commerce and finance-related courses. It will give you clarity on career options and the value of a CFP® certification early in your journey.

Will there be a live Q&A session?

Yes! A dedicated live Q&A session is included. You'll have the opportunity to ask Mr. Rishi Narang, CFP® your specific questions about career paths, the CFP® certification process, AI in finance, and more.

How do I join the webinar on the day?

Once you register, you'll receive a confirmation email with the joining link and instructions. A reminder with the link will also be sent 24 hours and 1 hour before the webinar. The session is hosted on a live video platform — no downloads required.
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