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CFP INR   28500 INR  28500
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CFP

About CFP Credentials FPSB India:- Rated as Gold Standard in Financial Planning, CERTIFIED FINANCIAL PLANNER or CFP is an international certification programme in the lucrative field of financial planning, wealth management and financial advisory services. As the Indian Financial Industry is transforming and maturing, professional financial planners have become an imminent need. In India, leading industry giants from financial services sector have been promoting the concept of financial planning among the customers and professionals. About CFP CM Certification:- CERTIFIED FINANCIAL PLANNERCM certification programme makes you competent to provide strategic advice in regard to investment, insurance, tax, retirement & estate needs and enables you to plan and fulfill such needs. CERTIFIED FINANCIAL PLANNER Certification is a: Mark of Quality – The World Over. Tested for competency, education, examination & work experience. Committed to code of ethics & rules of professional conduct. Highest level of certification globally in the field of financial planning. About FPSB India – The Certification Awarding Body • FPSB India is the principal licensing body that awards CFP Certification in India. • It is an affiliate of Financial Planning Standard Board (FPSB) based in Denver, U.S. • It provides a pathway for members to develop the necessary skills & knowledge to become successful financial planners. Certified Financial Planner CM Certification is: 1. In Demand: Preferred, supported, recognized and promoted by 48 Companies that are known as Charter Members of FPSB India. 2. Credible: Rated as Gold Standard by Wall Street Journal 3. Globally Recognized: The most recognized and respected financial planning certification in 25 countries In India, CFP recipients are in demand in the following fields: • Banks • Wealth Management Companies • Stock Broking Firms • Investment Advisory Services • Financial Planning Services • Life and General Insurance • Accounting and LawFirms • Asset Management Companies • Credit Counseling Organisations Program Curriculum Module 1: Introduction to Financial Planning Financial Planning Process, Client Interactions, Time Value of Money Applications, Personal Financial Statements, Cash Flow and Debt Management, Asset Acquisition, Education Planning, Overview of Risk Management, Investment Planning, Retirement Planning, Special Circumstances, Plan Integration, Ethics and Business Aspects of Financial Planning. Module 2: Risk Analysis and Insurance Planning Risk Management and Insurance, Decisions in Personal Financial Planning, Identifying Client’s Exposures to Morality, Health,, Disability, Property, Liability and Long Term Care Risk is Emphasized, Selecting the Appropriate Risk Management Technique, Insurance Pricing, Various Insurance Policies & Strategies: General Insurance, Life Insurance, Motor Insurance, Medical Insurance, Insurance of Business Risk Regulation of Insurance Industry. Module 3: Retirement Planning and Employee Benefits Retirement Need Analysis Techniques, Development of Retirement Plans, Various Retirement Schemes such as: Employees Provident Fund (EPF), Public Provident Fund (PPF), Super Annuation Fund, Gratuity, Other Pension Plans, Post-retirement Counseling. Module 4: Investment Planning Risk Return Analysis, Mutual Funds, Derivatives, Asset Allocation, Investment Strategies, Portfolio Construction & Management , Regulation of an Investment Advisor. Module 5: Tax and Estate Planning Income Tax Computation, Capital Gain & Indexation, House Property, Deductions & Allowances, Non Resident Indian Tax Laws, Tax Management Techniques, Wills, Trust, Indian Succession Act, Power of Attorney, Joint Ownership of Property. Module 6: Advanced Financial Planning Establishing Client Planner Relationship, Analyse Client Objectives, Needs & Financial Situation, Developing the Financial Plan, Implementing the Financial Plan, Monitoring the Financial Plan FPSB & NCFM registration Details: FPSB registration fees of Rs. 16,385 will be paid separately and examination fees to NSE will be paid by the participant as per their norms. (Module-2 to 5 exam fees will be Rs. 3,540 per module and Module-6 will be Rs. 7,080) including taxes. Program Offerings (CFP, V-Class): • 125+ hours of training through V-Class • Exhaustive study material • Case Studies with Mock Tests • Online Mock tests • Doubt solving/ faculty interactions session through V-Class • Financial Plan construction training by an industry practitioner • Guest lectures by Industry experts • Duration 5 to 6 months Training Fee: Rs. 41,799/- (incl. Taxes) (For Classroom) Rs. 34,500/- (incl. Taxes) (For V-classroom) Rs. 19,499/- (incl. Taxes) (For e-learning) Fee Payment mode: Cheque in favor of “ICICI Securities Limited” For Learning Contact Program Coordinator:- Piyush Garg (97179-35182) Note:- Candidates will be eligible for honorarium of Rs. 250 for each passed module on the behalf of IFEM.

INR 28500 INR 28500

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XLRI - Financial Analysis and Equity Research INR   36000 INR  36000
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XLRI - Financial Analysis and Equity Research

About the Programme: Equity analysis is a multi-faceted discipline requiring an understanding of financial analysis, industry analysis, financial forecasting techniques, and valuation practices. The objective of this program is to equip participants with an overall understanding of tools and techniques most widely used in equity research. The integrated case study approach followed in this program is unique in that the participants are also provided an opportunity to apply all tools and concepts covered during the program to a select company. This program will also provide participants a foundation from which they may develop their own approaches to equity research and also for a future study of the nuances of equity research for unique sectors such as banking, insurance, and so on. At the end of this program, participants will have an understanding of concepts and tools required to prepare an equity analysis report. Program Objective: The objective of this program is to equip participants with an overall understanding of tools and techniques such as financial analysis, industry analysis, financial forecasting techniques and valuation practices most widely used in equity research. The integrated case study approach followed in this program is unique, in that the participants are also provided an opportunity to apply all tools and concepts covered during the program to a select company and also for a future study of the nuances of equity research for unique sectors such as banking, insurance and so on. Programme Highlights: · Immensely useful programme to have an understanding of concepts and tools required to prepare an equity analysis report · Certificate of Completion from XLRI Jamshedpur · Course content and structure designed entirely by XLRI Jamshedpur · Lectures imparted by eminent faculty and Industry experts · Course would be delivered through ICFL V-class with LIVE online interactive lectures that provide classroom experience in a “virtual” environment · Convenient weekend schedule · Learn from Anywhere – No need to travel to an institute or training center. Student may learn from the comfort of his/her home or office Eligibility: · For Indian Participants - Graduates (10+2+3) or Diploma Holders (only 10+2+3) from a recognized university (UGC/AICTE/DEC/AIU/State Government) in any discipline. · For International Participants - Graduation or equivalent degree from any recognized University or Institution in their respective country. For more Information:- ICICIdirect Centre for Financial Learning, Pitampura

INR 36000 INR 36000

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IIM Indore - Investment Banking Program INR   354000 INR  354000
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IIM Indore - Investment Banking Program

The Post Graduate Certificate Programme in Investment Banking (PGCPIB) is designed to offer the knowledge required for professionals to handle the various aspects of Investment Banking including asset management, security valuation, stocks, bonds and other derivative instruments to meet specified investment goals for the benefit of the investors. This programme will also enable participants to take informed and effective decisions in the areas of M & A, IPOs, Valuation, Bond Trading Portfolio Advisory Services etc., and provide them with hands-on knowledge and skills to become a successful Investment Banker. Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities with minimum 50% marks and at least two years of work experience. Programme Highlights: Course content and structure designed by IIM Indore in collaboration with Industry experts Faculty resource includes IIM Indore faculty & subject experts from Industry & other Institutes Practical case study driven approach Selection based on performance in Personal Interview, the candidate’s academic performance and relevant work experience. 5 days campus module at IIM Indore with faculty interactions and class schedule Virtual classrooms that allow for active interactions with faculty Certificate of Completion from IIM Indore IIM Indore alumni status Convenient Weekend Timings Programme duration: 12 Months Last date for acceptance of applications: Jan 15, 2018 Application Fee: Rs 2,500/- (In favor of IIM Indore) Programme Fee: Rs. 3,00,000/- + Applicable Tax Program Coodinator:- Piyush Garg (9717938151) learning@icfldelhi.com

INR 354000 INR 354000

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