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Job Openings for CFP Candidates:- Job Location:- New Delhi Position: Financial Planners No. of Positions: Five (5) Company: Hum Fauji Initiatives Location: Dwarka, New Delhi Qualifications and competencies: At least Graduation, preferably in a financial subject. MBA (Finance) would be given a preference.A good academic record is important.CFPCMor AFP (part of CFPCM certification) would be very desirable. · Should be very well versed with Microsoft Excel. · Good knowledge of the process of comprehensive financial planning and mutual funds. · Good command over written and spoken English, natural flair for client service and soft-spoken demeanour are extremely important for the job. Experience: Preference will be given to candidates with work experience, preferably in a financial company undertaking financial planning and investments in mutual funds. Promising freshers may also be considered. Salary Expectation: Best of industry standards, with liberal additional incentives as per performance and company policy. Higher start for deserving and experienced candidates. Job Description: · Make comprehensive Personal / Retirement Financial Plans for clients as per the process laid down in the Company and explain the same to the clients in a simple language they understand. · Translate the investment or retirement plans into specific product plans with special emphasis on mutual funds. · Implement the product plans by guiding and explaining the same to clients, getting the relevant forms filled and monitor the investment process. · Monitoring the goal attainment and performance of the invested assets on a regular basis and interacting with the clients on these and associated issues. · To carry out regular review and re-balancing of the portfolio. · To sort out all the financial issues of the clients whether they pertain to the financial goals, financial plan, investments, or any other financial issues being faced by him which may or may not be related to Company’s products/services. · Visiting clients at their premises or at a suitable place, if so required. · Conduct or help in conducting financial workshops, seminars, road-shows etc in a manner as desired by the company. · There is no sales related job assigned to a Financial Planner as on today. However, the candidate should be open to performing all job related tasks as required in the performance of his/her duty. About the Company: Hum FaujiInitiativesTM operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2008 certified company. It is an 8-year-old well-known company at national level, has clientele spread all across the world and is growing at more than 100% year-on-year ever since its inception. We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, real estate, and other financial products including income tax filing, loans, insurance, Wills and associated work. The product and service portfolio is being constantly expanded. Candidates with experience in any or more of these verticals will have an edge in the selection process. We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues. Company website:www.humfauji.in Interested candidates to forward their CVs to MsBindu Govila, COO, Hum Fauji Initiatives atbindugovila@humfauji.in or contact her on 9999 777 696 for any further details.
GST CENTRE is known for quality training provided to learners. We are also committed to comply with the ISO 9001:2015 Standards and Govt. of India Standards set for Skill Development. We are committed to our promise “We will teach you well”. We ensure best training to all our learners. For maintaining the quality training in all our Franchisees across the nation, we have made a Total Quality Management (TQM) system. Our Quality standards reach to each process. We can promise you that through GST CENTRE, we allow you to transform the way you look at Education System. We position ourselves as a “Next Generation Education Company”. GST CENTRE is the fastest, reliable and robust way to provide GST Training through using latest IT Technology. GST CENTRE ® is the best place where you can learn GST. We also have other Courses on Accounting, Tally, MS Office, Quick Books, Finance, Taxation etc. to make it a complete Hub for Accounting and Finance Professionals. GST CENTRE® is a project of Topmans Education And Career Horizons (P) Ltd. (TEACH), a Company incorporated under Companies Act 2013, India and Approved by Ministry of Skill Development & Entrepreneurship, Govt. of India. We are also certified with ISO 9001:2015. We have built an enviable reputation for quality and integrity. GST CENTRE® has the mission to provide Quality Education in GST to all people including Entrepreneurs, Employees, Govt. Officials and Students.
Executive Development Program on “Finance for Non-Finance Managers” from XLRI Jamshedpur About Program: This program will teach the participants how to deal with corporate finance, to understand how funding decisions are made and how one can influence those decisions by applying financial principles to project evaluation and resource allocation. Program Objective: The primary objective of this programme is to provide all working executives with a beginner’s level understanding of aspects of accounting and finance that will complement their management skills. The programme will also help in laying down the foundations that would be required to gain a subsequent understanding of advanced topics in finance and accounting. Programme Highlights: · Immensely useful programme to teach technical managers to interpret and comfortably use financial data to better run their organizations · Learn how to recognize capabilities for products that create value for their customers, and learn to appreciate the many corporate finance concepts including cost of capital, economic value added and market value added · Course content and structure designed entirely by XLRI Jamshedpur · Lectures imparted by eminent faculty and Industry experts · Certificate of Completion from XLRI Jamshedpur · Online interactive lectures · Convenient Weekend Timing- Sunday Classes · Learn from Anywhere – No need to travel to an institute or training center 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 Univ. or Institution in their respective country. Who Should Attend: One of the problems facing many non-finance executives is their inability to understand and apply basic principles of finance and accounting to their day-to-day and longer-term management activities. It’s one thing to oversee product innovation or technological implementation. It’s another to be able to use financial tools to address senior management’s concerns about risk, or to persuade corporate finance to fund your projects. Herein, we have designed a special program to take the mystery out of finance. The program will teach you how to deal with corporate finance, to understand how funding decisions are made and how you can influence those decisions by applying financial principles to project evaluation and resource allocation. This is a program meant to teach technical managers to interpret and comfortably use financial data to better run their organizations and to work more effectively with the financial managers of the organization. Participants learn how to recognize capabilities for products that create value for their customers, and learn to appreciate the many corporate finance concepts including cost of capital, economic value added and market value added. They also learn how to spot profitable projects, and how to capture the value of those projects. Pedagogy: The pedagogy will comprise lectures, case discussions, and analytical exercises imparted by the Finance faculty with rich experience of teaching from the Americas to Europe. Select industry experts would also be included to provide practical insights to resolving the everyday financial problems. Concepts will be explained using examples drawn from the real life. Duration: 30 hours spread over 10 to 12 weeks i.e. 3 Months on weekends (Sun) Programme Start Date: Sep 24, 2017 (Every Sunday 3:00 to 6:00 PM) Last Date to Enroll: Sep 15, 2017 (Fri) Programme Fee: Rs 36, 000/- + Applicable Tax Program Link: http://sat.xlri.ac.in/emdp/programme.php?stat=r11 Methodology: Assignments / Projects: The final decision on evaluation methods rests with the institute and may change without prior intimation. Based on the performance in the assessments, participants are awarded grades (Excellent, Good, Average, Poor). Certification: Eligibility for Certification: Attendance - 80% and Evaluation - will be done based on (a) regular assignments + (b) regular viva voce + (c) class participation. Contact Now:- Piyush Garg (Program Coordinator) @ 9717935182
Why Certification???? CERTIFICATION: A HEALTHY DOSE FOR YOUR PROFESSIONAL FITNESS To put in simple words, certification can be described as a method to demonstrates your commitment and ability to learn, grow, and stay abreast of the latest development in your field. It not only inspires professionals to update their skills but also motivates them to go ahead of their certifications, which are bound to lapse in a few years. NEED TO CERTIFY YOURSELF - EVEN IF YOU HAVE RELEVANT EXPERIENCE & CERTIFICATION? Change is at the core of today’s professional world. With growing automation, evolving technology, and ever-changing job requirements, skills required for a particular role are evolving fast. Companies, nowadays, prefer versatile and dynamic professionals—irrespective of their experience. So, if you think you can relax once you have gained required education and experience, you are completely wrong! Instead, you must keep your learning curve steeper. There is no room for complacency. Here are a few reasons why you should consider certification. 1. To keep pace with the evolving job market and update your professional validity For a busy professional like you, it’s quite possible to lose track of the changing job needs and roles. Especially if you are an IT or finance professional, it is difficult for you to keep your fingers on the pulse all the time. Certification will not only enhance your skills and knowledge but will also update you about the changing professional needs and role requirements. 2. To shield layoffs Studies have revealed that most of the experienced professionals feel that certification and recertification go a long way in protecting them from layoffs. While giving an interview to TCG Hamilton, the HR head of a Bengaluru-based financial MNC revealed, “If we’re given an option to choose between two professionals with the equal experience and expertise, we will prefer the one having the latest valid certification.” When asked the reason behind it, she revealed, “Over the years, we have noticed that our clients always prefer working with those employees who have the latest know-how. And their certification is obviously a useful add-on to their professional caliber.” 3. To get an edge during the appraisal process Yes, your certification effort will be recognized during the appraisal process. Most of the companies consider salary cuts an effective way to retain their bottom line. However, with an updated certification, employees can better their position during the performance review and are likely to get what their skills are actually worth in the job market.
CERTIFICATION: A HEALTHY DOSE FOR YOUR PROFESSIONAL FITNESS To put in simple words, certification can be described as a method to demonstrates your commitment and ability to learn, grow, and stay abreast of the latest development in your field. It not only inspires professionals to update their skills but also motivates them to go ahead of their certifications, which are bound to lapse in a few years. NEED TO CERTIFY YOURSELF - EVEN IF YOU HAVE RELEVANT EXPERIENCE & CERTIFICATION? Change is at the core of today’s professional world. With growing automation, evolving technology, and ever-changing job requirements, skills required for a particular role are evolving fast. Companies, nowadays, prefer versatile and dynamic professionals—irrespective of their experience. So, if you think you can relax once you have gained required education and experience, you are completely wrong! Instead, you must keep your learning curve steeper. There is no room for complacency. Here are a few reasons why you should consider certification. 1. To keep pace with the evolving job market and update your professional validity For a busy professional like you, it’s quite possible to lose track of the changing job needs and roles. Especially if you are an IT or finance professional, it is difficult for you to keep your fingers on the pulse all the time. Certification will not only enhance your skills and knowledge but will also update you about the changing professional needs and role requirements. 2. To shield layoffs Studies have revealed that most of the experienced professionals feel that certification and recertification go a long way in protecting them from layoffs. While giving an interview to TCG Hamilton, the HR head of a Bengaluru-based financial MNC revealed, “If we’re given an option to choose between two professionals with the equal experience and expertise, we will prefer the one having the latest valid certification.” When asked the reason behind it, she revealed, “Over the years, we have noticed that our clients always prefer working with those employees who have the latest know-how. And their certification is obviously a useful add-on to their professional caliber.” 3. To get an edge during the appraisal process Yes, your certification effort will be recognized during the appraisal process. Most of the companies consider salary cuts an effective way to retain their bottom line. However, with an updated certification, employees can better their position during the performance review and are likely to get what their skills are actually worth in the job market.
CERTIFICATION: A HEALTHY DOSE FOR YOUR PROFESSIONAL FITNESS To put in simple words, certification can be described as a method to demonstrates your commitment and ability to learn, grow, and stay abreast of the latest development in your field. It not only inspires professionals to update their skills but also motivates them to go ahead of their certifications, which are bound to lapse in a few years. NEED TO CERTIFY YOURSELF - EVEN IF YOU HAVE RELEVANT EXPERIENCE & CERTIFICATION? Change is at the core of today’s professional world. With growing automation, evolving technology, and ever-changing job requirements, skills required for a particular role are evolving fast. Companies, nowadays, prefer versatile and dynamic professionals—irrespective of their experience. So, if you think you can relax once you have gained required education and experience, you are completely wrong! Instead, you must keep your learning curve steeper. There is no room for complacency. Here are a few reasons why you should consider certification. 1. To keep pace with the evolving job market and update your professional validity For a busy professional like you, it’s quite possible to lose track of the changing job needs and roles. Especially if you are an IT or finance professional, it is difficult for you to keep your fingers on the pulse all the time. Certification will not only enhance your skills and knowledge but will also update you about the changing professional needs and role requirements. 2. To shield layoffs Studies have revealed that most of the experienced professionals feel that certification and recertification go a long way in protecting them from layoffs. While giving an interview to TCG Hamilton, the HR head of a Bengaluru-based financial MNC revealed, “If we’re given an option to choose between two professionals with the equal experience and expertise, we will prefer the one having the latest valid certification.” When asked the reason behind it, she revealed, “Over the years, we have noticed that our clients always prefer working with those employees who have the latest know-how. And their certification is obviously a useful add-on to their professional caliber.” 3. To get an edge during the appraisal process Yes, your certification effort will be recognized during the appraisal process. Most of the companies consider salary cuts an effective way to retain their bottom line. However, with an updated certification, employees can better their position during the performance review and are likely to get what their skills are actually worth in the job market.
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CFP - Certified Financial Planner 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. 28, 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.
CFA - Chartered Financial Analyst Key Highlights: -The Chartered Financial Analyst® (CFA®) credential has become the most respected and recognised investment designation in the world. -The CFA® Programme curriculum covers concepts and skills you will use at all stages of your career, bridging academic theories, current industry practices and ethical and professional standards to provide a strong foundation of advanced investment analysis and real-world portfolio management skills. -Earning the CFA® Programme charter places you in the company of an elite group of more than 90, 000 respected investment professionals. Access to their collective expertise, networks and resources is an invaluable asset. -Regulatory bodies in 19 countries recognise the CFA® charter as a proxy for meeting certain licensing requirements. -More than 125 distinguished colleges and universities around the world have incorporated a majority of the CFA® programme curriculum into their own courses, including the University of Oxford’s Said Business School; New York University; INSEAD; Peking University and Nanyang Technological University. Join CFA Level-1 Program training at ICICIdirect Centre for Financial Learning Fees:- INR 28, 500/- (Enrol before 25th Sep to get INR 1, 000 discount) Batch Start Date:- 08th Oct 2017 Contact Now @ 97179-35182 Note:- Honorarium of INR 4, 000 will be given to every successful candidate for CFA Level - 1 Jun'18 Exam and Honorarium of INR 2, 000 for every appeared student for the same Exam. (If registered and trained from ICFL Pitampura)
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