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Get GST trained... Learn from Experts @ GST Centre Learn GST... Call Now... CA Surinder Jain @ 9891479699 Courses from renowned Instructors Best courses from best Instructors on the worlds favorite site 1 Year LMS Login Webinar and Video Conferencing Facilities Customised Study Materials Government Certificate Approved by Ministry of Skill Development & Entrepreneurship Government of India.
Certificate in Private Banking from IMI - Delhi in strategic partnership with ICICI. Join this program for a opportunity to interact with seasoned experts and leading practitioners in the industry, while exposing them to competing approaches and strategies in the new challenging environment. Last date for acceptance of applications: September 30, 2017 Application Fee: Rs 2, 500/- (In favor of ICICI Securities Ltd) Programme Fee: Rs. 2, 00, 000/- + Applicable Tax Programme Duration: 12 Months Eligibility: Graduates / Post Graduates in any discipline with or without experience. Program Coodinator:- Piyush Garg (9717938151) learning@icfldelhi.com
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.
IIM Indore - 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. Convenient Weekend Timings Programme duration: 12 Months Last date for acceptance of applications: October 03, 2017 Application Fee: Rs 2, 500/- (In favor of IIM Indore) Programme Fee: Rs. 3, 00, 000/- + Applicable Tax Program Co-ordinator:- Piyush Garg (97179-35182) or mail us:- learning@icfldelhi.com
FPSB India Presents Workshop on "NRI Investments & Banking Provision" Learning Objectives • Residential status for taxation and investment purposes. • FEMA provisions for investments, limits and repatriability. • FATCA, CRS and DTAA. • Types of accounts (NRE, FCNR, NRO, RFC, etc). • Capital Gains structure for NRIs. • Acquisition and Sale of immovable property. • Mutual Fund products – investment provisions especially NRIs from US. • MFs and Insurance – TDS and Repatriability of funds. • Bequeath and Estate Planning. • Returning NRIs and their investment options. Who Should Attend:- Private Bankers/ MF Advisors/ CFP Candidates Schedule:- Saturday, October 14, 2017, in New Delhi Participation Fee :- INR. 3500/- + 18%GST i.e INR 4130/- per delegate for attending the workshop. Please write to: Piyush: +91 97179-38151 (learning@icfldelhi.com)  Mention the name of the Participant, Mobile no. & Email id. behind the CQ/DD.  Demand Draft / Cheque favoring ‘FPSB India’ payable at Mumbai to be sent at the below mentioned address: “Plot No. 2, IInd Floor, Kapil Vihar, Pitampura, Delhi - 110034”  You may also make NEFT payment.  Fees include Morning Tea-Breakfast, Lunch, Evening Tea, Stationery. Note:- The participants are expected to carry a laptop and a pen drive for the workshop. 5 CE points shall be granted to CFP Certificants attending this workshop.
IMI Delhi - Post Graduate Certificate Program in Private Banking This programme will provide participants a unique opportunity to interact with seasoned experts and leading practitioners in the industry, while exposing them to competing approaches and strategies in the new challenging environment. Last date for acceptance of applications: October 15, 2017 Application Fee: Rs 10, 500/- (In favor of ICICI Securities Ltd & refundable if not selected) Programme Fee: Rs. 2, 00, 000/- + Applicable Tax Programme Duration: 12 Months Eligibility: GraduatIon Program Coodinator:- Piyush Garg (97179-38151) Tel:- 011-2735-5339 learning@icfldelhi.com
Workshop on Technical Analysis (2 Days) Academic Benefits · Learning from the Industry Practitioners- Strengthening of curriculum by adding practical knowledge from ICICI Securities, which has 15+ years of domain expertise in Financial Planning, Wealth Management and Capital Markets · Industry/ Subject Experts as Faculty to deliver the training · Highly researched study material having real market cases and illustrations Program features: · Workshop will be delivered by industry expert with experience of more than 10 years. · The programs will be held in the weekends (Sat/ Sun) only and the calendar for all the programs will be shared with the participant in advance/at the time of registration. · Sessions will be followed with Tea, Lunch & Tea and timings of the sessions will be from 10 AM to 5 PM on each day. · Training material for each module will be provided during the training. Fees Payment Details: Training fees can be paid as per the options given below. · Payable via Cheque in favor of “ICICI Securities Limited” payable at New Delhi · NEFT/ IMPS as per details mention - Account No: 000405073676, Bank: ICICI Bank, Branch: Nariman Point, Mumbai, Account Name: “ICICI SECURITIES LIMITED – Proprietary Account”, IFSC code: ICIC0000004 Program Coordinator:- Piyush Garg (97179-38151)
Workshop on “GST Returns (Registration, E-filing & Payment of Tax)” Sunday, February 18, 2018, in Delhi GST Centre is pleased to announce a workshop on “GST Returns (Registration, E-filing & Payment of Tax) ". GST Returns is useful for Accountants, Managers and Business Owners. Who should attend? • Entrepreneurs • Accountacts • Professionals • Financial Advisors • Students seeking to make a career in Taxation services. Learning Objectives: • To be able to register on GST Portal. • Will be able to better understand Different type of return. • Will be able to pay tax online/offline. • Prioritizing the work according to filing. Coverage of Topics: • GST Registration • GSTR - 1 • GSTR - 3B • GSTR - 4 • Practical Issues and Solution - GST Filing Date: February 18, 2018 (Sunday) Venue: Institute for Financial Education & Management Plot No. 2, IInd Floor, Kapil Vihar Delhi-110034 Tel: 011-2735-5339 Speaker’s Profile: Mr. Surender Jain Surender Jain is Practicing Chartered Accountant. He has over 7 years of experience in the Taxation Services. He regularly mentor students of CA - Final. Surender has worked across the various domains and has proven expertise in nurturing business and transforming accounting strategies. Prior to this he has worked for E& Y for 3 Years in various Roles. Program Schedule: 09.30 am to 10.00 am Registration & Breakfast 10.00 am to 12.00 pm Session I 12:15 pm to 01:30 pm Session II 01.30 pm to 02.00 pm Networking Lunch 02.00 pm to 03.15 pm Session III 03.15 pm to 03.30 pm Tea 03.30 pm to 04.30 pm Session IV 04.30 pm Queries and Feedback Session Registration Procedure: • Participation Fee: INR. 2500 /- + 18% GST i.e INR 2950/- per delegate for attending the workshop. • Please write to: Piyush: (learning@ifem.co.in), 97179-38151 • Mention the name of the Participant, Mobile no. & Email id. behind the CQ/DD. • Demand Draft / Cheque favoring ‘IFEM Delhi’ payable at Delhi to be sent at the below mentioned address: “IFEM, Plot No.2 , IInd Floor, Kapil Vihar, Pitampura, Delhi" • You may also make NEFT payment. Kindly request for NEFT details. • Fees include Morning Tea-Breakfast, Lunch, Evening Tea, Stationery. • Candidates will be provided participation certificate from GST Centre. • Candidates will be provided 1 year Online Learning Access. Note: The participants are required to register well in time to get access of Free e-Classes and Certification from GST Centre.
Workshop on “GST Returns (Registration, E-filing & Payment of Tax)” Sunday, February 18, 2018, in Delhi GST Centre is pleased to announce a workshop on “GST Returns (Registration, E-filing & Payment of Tax) ". GST Returns is useful for Accountants, Managers and Business Owners. Who should attend? • Entrepreneurs • Accountants • Professionals • Financial Advisors • Students seeking to make a career in Taxation services. Learning Objectives: • To be able to register on GST Portal. • Will be able to better understand Different type of return. • Will be able to pay tax online/offline. • Prioritizing the work according to filing. Coverage of Topics: • GST Registration • GSTR - 1 • GSTR - 3B • GSTR - 4 • Practical Issues and Solution - GST Filing Date: February 18, 2018 (Sunday) Venue: Institute for Financial Education & Management Plot No. 2, IInd Floor, Kapil Vihar Delhi-110034 Tel: 011-2735-5339 Speaker’s Profile: Mr. Surender Jain Surender Jain is Practicing Chartered Accountant. He has over 7 years of experience in the Taxation Services. He regularly mentor students of CA - Final. Surender has worked across the various domains and has proven expertise in nurturing business and transforming accounting strategies. Prior to this he has worked for E& Y for 3 Years in various Roles. Program Schedule: 09.30 am to 10.00 am Registration & Breakfast 10.00 am to 12.00 pm Session I 12:15 pm to 01:30 pm Session II 01.30 pm to 02.00 pm Networking Lunch 02.00 pm to 03.15 pm Session III 03.15 pm to 03.30 pm Tea 03.30 pm to 04.30 pm Session IV 04.30 pm Queries and Feedback Session Registration Procedure: • Participation Fee: INR. 2500 /- + 18% GST i.e INR 2950/- per delegate for attending the workshop. (INR 1000/- for existing students of IFEM) • Please write to: Piyush: (learning@ifem.co.in), 97179-38151 • Mention the name of the Participant, Mobile no. & Email id. behind the CQ/DD. • Demand Draft / Cheque favoring ‘IFEM Delhi’ payable at Delhi to be sent at the below mentioned address: “IFEM, Plot No.2 , IInd Floor, Kapil Vihar, Pitampura, Delhi" • You may also make NEFT payment. Kindly request for NEFT details or PAYNOW • Fees include Morning Tea-Breakfast, Lunch, Evening Tea, Stationery. • Candidates will be provided participation certificate from GST Centre. • Candidates will be provided 1 year Online Learning Access. Note: The participants are required to register well in time to get access of Free e-Classes and Certification from GST Centre.
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