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Book Early and Save Big Reward yourself for booking early and save up to 10% on your next in-person course tuition with IFEM. Enrol for:- 1. Diploma in GST 2. BANK/SSC/CTET Entrance Exam Prep 3. CFA/CFP V-Class Programs 4. Foundation Program on Stock Investing Batches starting from 01/10/2017 Enrol on or before 21/09/2017 to get the offer. Limited seats (15 per batch) Offer is valid for first come basis.
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)
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.
CFP - Certified Financial Planner (Batch-8) Few Seats Left. Batch Size:- 25 Last date :- 06/Oct/2017 Program Fee:- INR 34, 500/-
Prepare for DSSSB Exams!!! from TalentSprint Extra discount for Delhi Candidates.... Benefits:- 1. Unlimited access 2. Prepare from home. No need to visit the institute 3. Time Flexibility 4. Discount Coupon 5. Instant access 6. Learn through App/Web/Pendrive 7. Live Sessions for doubt clarifications Call Now @ 97179-38004 or SMS your Email ID, Our executive will call you back....
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