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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.
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.
Financial Planning is one of the fastest-growing professions across the world and with a huge demand- supply gap in India the youngsters planning a career in Financial Planning have a bright future and can take advantage of many opportunities coming across in the Financial Services Industry. Managing money is a tricky business, managing other people’s money is not just tricky; it’s a lot challenging and difficult. Considering most people need guidance on where to invest, how to save taxes, the best insurance scheme, which fund to invest in, which stock to hold, which one to sell, how to plan junior’s college and their own retirement. And for all those self styled experts; planners come into helping them make better use of their money and achieve financial goals. Financial Planning is one of the fastest-growing professions across the world and Financial Planners are most sought with a fast growing working population that earns well, and needs expert handling of their finances. Financial services, especially on the retail side, have undergone a major transformation. Various factors have catalysed this change: One, privatisation of insurance and mutual fund sectors has increased product options for the investor. Two, falling interest rates and the end of ‘guaranteed-return’ products have prompted investors to look for alternative modes of investment. And, three with a number of scams taking place in the financial markets, investors’ confidence in ‘advisors’ has been shaken and the investors are asking for a ‘trusted financial doctor’. In the Financial landscape, an individual has various professional courses such as Chartered Account (CA), Company Secretaries (CS), Cost & Works Accountants (CWA) and Chartered Financial Analysts (CFA) to pursue. Each programme offers individuals some specialization, which fulfils a job requirement. The CA focuses on tax, audit and accountancy; a CS is an expert in corporate laws; the CWA will focus on management accountancy and CFA will be an expert in corporate finance and mergers & acquisitions. The common feature across all these programmes is that they are professional courses focused on the “corporate” point of view. In this era of super specialization, the Certified Financial Planner (CFPCM), focusing on comprehensive financial advisory services to individuals has emerged. The future poses numerous opportunities for Financial Planners to take advantage of thousands of available jobs in this expanding profession. There is also the possibility to fuel your entrepreneurial spirit and enjoy the benefits of owning your own business. Distinguish yourself by expanding your knowledge, competence, and professional status. Grow your own client base by offering a wider range of services and be in charge of your own financial future.
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