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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.
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.
Post Graduate Certificate Programme in Private Banking (PGCP-PB) International Management Institute (IMI), New Delhi one of the top B-schools having gold standard benchmark and ICICIdirect Centre for Financial Learning an educational initiative of ICICI Securities announce the launch of Post Graduate Certificate Programme in Private Banking (PGCP-PB). About the Programme: 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. Programme Highlights · Designed by Internationally renowned experts the course gives a crucial overview of best practices in private banking · Provides participants information on the latest private banking tools and methodologies · 5 days campus module at IMI, New Delhi with faculty interactions and class schedule · Selection based on candidates academic performance and Personal Interview · Opportunity to get an Alumni status of IMI, New Delhi · Course would be delivered through ICFL V-Class with LIVE online interactive lectures that provide classroom experience in a “virtual” environment · Convenient Weekend Timing- Sunday Classes Who Should Attend? · All fresher’s who want to make a career in BFSI sector · Executives working in Banking and Financial Services Industry · Professionals working as Private Bankers, Wealth Managers, Relationship Managers, Trust Managers, Investment Managers etc · Family Office Managers · Department Heads working in Banking and Financial Services Industry Eligibility: Graduates / Post Graduates in any discipline with or without experience. Programme Curriculum: The course aims to comprehensively cover all aspects of private banking through different topics across the areas related to their role. 1. Understanding Financial Statements 2. Fundamentals of Banking & Financial Services 3. Financial Markets & Services 4. Cost of Capital and Project Evaluation 5. Legal & Regulatory Environment for Banking & Financial Services 6. Equity Research & Portfolio Management 7. Fixed Income Securities 8. Alternative Investments 9. Financial & Commodity Derivatives 10. Private Equity 11. Risk Management in Banking and Financial Services 12. Wealth Management Application Fee: Rs 2, 500/- 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
Post Graduate Certificate Programme in Private Banking (PGCP-PB) International Management Institute (IMI), New Delhi one of the top B-schools having gold standard benchmark and ICICIdirect Centre for Financial Learning an educational initiative of ICICI Securities announce the launch of Post Graduate Certificate Programme in Private Banking (PGCP-PB). About the Programme: 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. Programme Highlights · Designed by Internationally renowned experts the course gives a crucial overview of best practices in private banking · Provides participants information on the latest private banking tools and methodologies · 5 days campus module at IMI, New Delhi with faculty interactions and class schedule · Selection based on candidates academic performance and Personal Interview · Opportunity to get an Alumni status of IMI, New Delhi · Course would be delivered through ICFL V-Class with LIVE online interactive lectures that provide classroom experience in a “virtual” environment · Convenient Weekend Timing- Sunday Classes Who Should Attend? · All fresher’s who want to make a career in BFSI sector · Executives working in Banking and Financial Services Industry · Professionals working as Private Bankers, Wealth Managers, Relationship Managers, Trust Managers, Investment Managers etc · Family Office Managers · Department Heads working in Banking and Financial Services Industry Eligibility: Graduates / Post Graduates in any discipline with or without experience. Programme Curriculum: The course aims to comprehensively cover all aspects of private banking through different topics across the areas related to their role. 1. Understanding Financial Statements 2. Fundamentals of Banking & Financial Services 3. Financial Markets & Services 4. Cost of Capital and Project Evaluation 5. Legal & Regulatory Environment for Banking & Financial Services 6. Equity Research & Portfolio Management 7. Fixed Income Securities 8. Alternative Investments 9. Financial & Commodity Derivatives 10. Private Equity 11. Risk Management in Banking and Financial Services 12. Wealth Management Application Fee: Rs 2, 500/- 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
Join career enhancing financial certifications @ ICICIdirect Centre for Financial Learning High training standards Highly Experienced Faculty Support for an Internship/Job:- subject to qualifying criteria
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