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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.
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.
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.
Indian Institute of Management Indore Broadband Based Executive Education Programme (BBEEP) Post Graduate Certificate Programme in Finance (PGCPF) "An Association that would help you to sail through waves of finance." The Post Graduate Certificate Programme in Finance (PGCPF) is a customised, comprehensive & rigorous programme to prepare future banking and finance professionals. The programme offers a unique blend of Global Prospective in Banking & Finance with hands on experience in practical aspects of the financial markets. Besides that, the programme supplements with the background of Indian economic environment and also offers the exposure to other functional areas of management. Indian Institutes of Management, Indore With the objectives of imparting high quality management education and training, the Department of Higher Education, Ministry of Human Resource Development, Government of India established Indian Institutes of Management as Institutions of Excellence. These Institutions are recognised as premier management institutions and are comparable to the best in the world for teaching, research and interaction with industries. ICICIdirect Centre for Financial Learning (ICFL) ICICIdirect Centre for Financial Learning (ICFL) is an initiative of ICICI Securities Ltd. set up with an objective of simplifying financial knowledge and increasing financial literacy amongst prospective or experienced investors & knowledge seekers. ICFL training programmes are categorised under Investment Education Programmes and Professional Certification & Development Programmes. The repository of domain knowledge includes a host of in-house developed seminars, workshops, certifications and training programmes leading to reputed certifications. These programmes are in the area of Stock Investing, Derivatives, Mutual Funds, Financial Planning, Wealth Management, Corporate Finance etc. ICICIdirect Centre for Financial Learning has been conferred with the Award for Innovation in Learning and Best Online Learning Solution at the World Education Congress. It also won the Emerging Brand Award at CMO Asia in Singapore. Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities with minimum 50% marks and at least two years of work experience. The completed application forms should be accompanied by a Demand Draft (DD)/Banker’s Cheque (BC) drawn in favour of “Indian Institute of Management Indore”, payable at Indore for Rs. 2500/- (Rupees Two Thousand Five Hundred Only). The application form complete in all aspects must reach the below address for primary screening on or before the last date for acceptance of applications i.e. Apr 20, 2017. ICICIdirect Centre for Financial Learning Authorised Learning Centre Plot No. 2, Kapil Vihar, Pitampura, Delhi -110034 Application Screening: Upon submission of the completed application form, the application will be screened based on the candidate’s academic performance and relevant work experience. Programme Design & Duration: This programme consists of around 200 hours of courses delivery using information technology platform. The programme is spread over a duration of twelve months. In order to supplement, the learning through the technology platform, there will also be on-campus orientation module of five days duration. The duration of the programme will be twelve months. Programme Delivery: Courses will be delivered through on-line mode using appropriate technology platform. Lectures will be delivered through broadband based technology involving two-way audio and video communication. Classes will be held in the evenings and weekends. Participants will be provided reading materials for each course. They may also interact with the concerned faculty through e-mails/ chat mode. Certification: The ‘Post Graduate Certificate Programme in Finance’ will be awarded to the participants on successful completion of the Programme.
Frankfurt School of Finance and Management (FS), a leading private business school based in Frankfurt am Main, Germany brings you the Certified Finance Expert (CFE) programme through which graduates and working professionals can elevate their careers to new heights. Highlights of the Programme:- Programme offered by a leading private business school based in Frankfurt am Main, Germany and Industry Practitioner’s who are focused to provide trainings in Financial domain It provides extensive knowledge to the graduate participants in the area of Finance with a special focus on Financial Modeling and Research so that they should become Industry Ready to increase employability. It also provides extensive knowledge to a working professional in the area of finance for a quick and smooth career progression Help increasing job prospects in 1. Valuations and Financial Modeling as required in Research firms, KPOs, Brokerage Firms, etc 2. Mid and Back office in Banks, AMC and different BFSI companies The programme is divided into two levels with the first level focusing on offering extensive learning on Finance in general and the second level focusing on Financial Research, Equity Research, Financial Modeling and Applied Accounting in particular. The entire program would be delivered through the ICFL Virtual classrooms (V-Class) Programme Curriculum: · Part 1: Level I CFA course curriculum · Part 2: Market Related contemporary courses like Equity Research & Financial Modelling This programme will also enable participants to take informed and effective decisions in the areas of Quantitative Methods, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Economics, Portfolio Management and Wealth Planning, Ethical and Professional Standards, Equity Research, Valuation Process, Quantitative Analysis, Financial Modeling, Financial Statement Modeling, Investment Valuation Models. Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities. Last date of Application:- 02/Oct/2017 Program Coordinator:- Piyush Garg (97179-35182) For more details:- https://goo.gl/KXdNyg
ICICIdirect Centre for Financial Learning is offering training for CFA Level-1. Batch Start Date:- 15/10/2017 Program Fee:- INR 28, 500 (Incl Taces) Location:- Attend from anywhere through V-class on weekends. Batch Size:- 40 Programme Curriculum and their Weightage: Ethical and Professional Standards - 15%, Quantitative Methods - 12%, Economics - 10%, Financial Reporting and Analysis - 20%, Corporate Finance - 7%, Equity Investments - 10%, Portfolio Management and Wealth Planning - 7%, Fixed Income - 10%, Derivatives - 5%, Alternative Investments - 4%. Exam Format: 240 total multiple choice questions (120 in the morning session and 120 in the afternoon session). Each multiple choice question is free-standing (not dependent on other questions) and has three possible answers: A, B, and C. All questions are equally weighted and there is no penalty for guessing. Contact Person:- Piyush Garg (97179-35182) learning@icfldelhi.com
Certified Finance Expert (CFE) - Batch 3 Programme through which graduates and working professionals can elevate their careers to new heights by increasing job prospects in Valuations and Financial Modeling as required in Research firms, KPOs, Brokerage Firms, etc Highlights of the Programme:- Programme offered by a leading private business school based in Frankfurt am Main, Germany and Industry Practitioner’s who are focused to provide trainings in Financial domain It provides extensive knowledge to the graduate participants in the area of Finance with a special focus on Financial Modeling and Research so that they should become Industry Ready to increase employability. It also provides extensive knowledge to a working professional in the area of finance for a quick and smooth career progression The programme is divided into two levels with the first level focusing on offering extensive learning on Finance in general and the second level focusing on Financial Research, Equity Research, Financial Modeling and Applied Accounting in particular. Programme Curriculum: · Part 1: Level I CFA course curriculum · Part 2: Equity Research & Financial Modelling This programme will also enable participants to take informed and effective decisions in the areas of Quantitative Methods, Financial Reporting and Analysis, Corporate Finance, Equity Investments, Fixed Income, Derivatives, Alternative Investments, Economics, Portfolio Management and Wealth Planning, Ethical and Professional Standards, Equity Research, Valuation Process, Quantitative Analysis, Financial Modeling, Financial Statement Modeling, Investment Valuation Models. Eligibility: Candidates with 3-year bachelor’s degree certificates from Universities recognised by the Association of Indian Universities. Last date of Application:- 02/Oct/2017 Program Coordinator:- Piyush Garg (97179-35182)
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.
CFE :- Certified Financial Expert Certification Body:- Frankfurt School of Finance and Management, Germany Curriculum:- Equity Research, Corporate Finance, Derivatives, Portfolio Management and Wealth Planning, Financial Modeling, Valuation Process Batch Size:- 25 Last Date of Application:- 28/Oct/2017 Eligibility:- Graduation with 50% Marks. ICICIdirect Centre for Financial Learning, Pitampura M:- 97179-35182, learning@icfldelhi.com
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