NSE Certified Investment Analyst Associate Financial Planner (Investment Planning) Financial Planning Standards Board India Earned 01/02/2017 The AFP certification qualifies the professional to provide investment advice across the full range of a financial products to match the needs of his clients. He understands the financial planning process and is able to explain the process to clients. The candidate can be relied upon for an expert advice on Portfolio Management, Wealth Management, Investment Planning, Mutual Funds, Equity, Fixed Income etc.