Sumit Gupta MBA, Ific, Cfp Aspirant
About Sumit Gupta MBA, Ific, Cfp Aspirant
Sumit Gupta is an Associate Financial Advisor at CIBC in Toronto, Ontario, Canada, with a background in business administration, marketing, finance, and investments.
Associate Financial Advisor at CIBC
Sumit Gupta serves as an Associate Financial Advisor at CIBC, located in Toronto, Ontario, Canada. He joined CIBC in 2021. In this role, his responsibilities center around aiding clients with their financial planning, investment strategies, and mutual fund transactions. His tenure at CIBC exemplifies his commitment to providing sound financial counsel and supporting clients in making informed investment decisions.
Education and Qualifications
Sumit Gupta's educational background includes a variety of specialized studies. He holds a Post Graduate Diploma in Management with a focus on Marketing and Finance from the Institute of Management Technology, where he studied from 2014 to 2016. Prior to this, he received a Bachelor of Commerce (BCom) in Business Administration and Management from Delhi University, completing his studies in 3 years from 2010 to 2013.
Investment Funds In Canada (IFIC) Certification
In 2020, Sumit Gupta studied Investments and Securities at the IFSE Institute and earned the Investment Funds in Canada (IFIC) certification. This qualification highlights his expertise in the mutual funds sector, enabling him to be licensed for mutual funds in Canada. This certification further enhanced his ability to advise clients on investment opportunities and fund management.