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........ Read More
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
MBA, CFP®, Vice president - PGIM India Mutual Fund
I had the privilege of being trained by Mr. Subhash for my CFP certification, he is a mentor in my journey towards financial planning excellence and his experience in the field combined with excellent teaching skills made the complex concepts easy to understand. I highly recommend him to anyone looking not just for passing the CFP exams but to become a successful practising Financial Life Planner...
MBA(IB), CFP, Financial Advisor
I take great pride in attaining my CFP certification under the expert guidance of Mr. Subhash UN. Drawing from my extensive 15-year tenure in the financial industry, I can assert that Mr. Subhash's level of precision and attention to detail in his instruction is unparalleled. His pedagogical approach is nothing short of exceptional, marked by an insightful and ingenious concept in financial planning. I wholeheartedly endorse Mr. Subhash UN as an exemplary figure in this field.
Director - Wealth Management with HDFC Banking Wealth
Subhash is an excellent trainer in personal finance and wealth management. He’s very patient and has in detail knowledge about the subject. He made the course easily understandable. I used to travel to Chennai from Pondicherry every weekend for the classes and during weekdays I did my homework assignments as instructed and sent him the excel files for review. He is very easy to communicate with and gives very interesting real life examples and he handled the course with a good pace and order.
Director, Syaara Wealth Square Pvt Ltd, Chennai
I met Mr. Subhash in 2014 and I completed my CFP in 2015 with his guidance. He is a High quality professional in CFP Training and so many people immensely benefited by attending his classes including me. When it comes to teaching he will explain things based on the students understanding capabilities and he is very dynamic and approachable for all the queries. Completing CFP has helped me change my career growth completely giving me confidence to start my entrepreneurship journey. Thank you Mr. Subhash for all your support. I strongly endorse him to anyone who wants to successfully transition from being an employee to becoming a successful practising financial planner.
MBA, CFP®, MFD
I started my banking career in 2006, where I spent over a decade in banking operations and investment advisory services. Later, I transitioned to IT but always held a strong desire to start my own investment advisory business. However, lacking confidence, I realized that obtaining a CFP certification would enhance my capabilities. In 2019, I had the opportunity to meet Mr. Subhash UN, and I decided to enroll in his training centre for CFP certification.
Mr. Subhash’s sessions were eye-opening and provided me a clear understanding of financial planning and its holistic approach. With his unwavering guidance and support, I successfully obtained my CFP certification in 2020. I've been operating as a full-time Mutual Fund distributor since the beginning of 2022 and have acquired a substantial client base. I can only credit my achievements to Mr. Subhash’s invaluable mentorship and assistance in completing the CFP certification without which this career transition wouldn’t have been possible.