About the Trainer

Subhash UN is a Physics graduate from Sri Sathya Sai University, a CERTIFIED FINANCIAL PLANNER® from the Financial Planning Standards Board, India and a CHARTERED TRUST AND ESTATE PLANNER TM from the American Academy of Financial Management. He comes with more than 21 years of experience in the Financial services domain and has served clients on all aspects of financial planning including Mutual funds, Insurance, Tax planning, Will writing and Investments in all asset classes.

He has personally trained and mentored more than 70% of the CFPs in Chennai most of whom are Bankers, Wealth managers, Investment advisors, Insurance agents, Mutual fund distributors and college students. His corporate trainings have impacted more than 10,000 people across India on various topics related to personal finance.

He regularly contributes valuable content to Nanayam Vigadan – a leading Tamil Financial magazine.He was also chosen as a Master trainer – Mutual Funds module for the Naan Muthalvan project of Govt. of Tamil Nadu. Subhash UN is currently the Executive Director of BNI Kanchipuram Chengalpattu region and Director – SUN Training Academy Pvt Ltd.

Our vision is to create more than 2000 Financial Planners over the next 5 years who will be instrumental in creating Financial Abundance in the lives of more than 1 Million Families in India as we believe “MONEY IN THE HANDS OF THE GOOD WILL CREATE A PROSPEROUS SOCIETY”.

About the CFP program

CFP® is the most spoken about certification in the financial circles globally and is rapidly spreading in India also.

With newer regulations from SEBI / IRDA emphasizing on advisory than distribution, many Financial Services organizations are looking to recruit CFPs. With the huge volatility and turmoil in the financial markets in the recent years and with the plethora of financial products available today, clients are looking for genuine financial guides and not product agents representing the manufacturers.

Many fund managers, big time advisors, professionals writing in financial media like Economic times, Business line, Financial express, Outlook money, Money today, and who come on business channels like CNBC, NDTV, Bloomberg are all CFPs.....Read More


Financial planning is the process of understanding the financial goals & objectives of a client and deciding upon a plan to achieve the same through proper management of finances.

Financial Planning involves the following aspects :

  • Converting life goals to financial objectives – like children’s higher education, Marriage, Purchase of Car, Home, Going for Vacation, Retirement Planning and other such goals.
  • Cash flow planning & Budgeting
  • Investment of surplus for achievement of goals after understanding one’s Risk tolerance and executing with proper Asset allocation strategy.
  • Taking right kind & quantum of Insurance
  • Efficient Tax planning
  • Distribution of Estate through writing Wills or creating Trust.


The best take away from the course is, the way you manage your personal finances will undergo a complete change. You will be able to understand how efficiently money can be utilized to achieve all YOUR DREAMS AND GOALS IN LIFE.

This is an upcoming profession like CA, ICWA, ACS, CFA …. So if you want to build your own business there is a huge scope in this field as there is a yawning gap in the supply and demand. With respect to career opportunities, many banks and wealth management companies are hiring CFPs today as is the practice abroad.

Regulations across the world are becoming more stringent and investor centric. With the changing demographics in India the proactive regulators are ensuring that only serious long term players like Client centric professionals and Genuine Investment advisors remain in the market and agents of products will eventually vanish.