www.asps.edu.

in
school for professional studies

Authorized Education Provider For

CM

CFP
CERTIFIED FINANCIAL PLANNER

(Certification education Programme)

approved by
Financial Planning Standards Board India

CERTIFIED FINANCIAL PLANNER FINANCIAL PLANNING STANDARDS BOARD INDIA

Get a professional edge...

ACE center for financial planning education
In today’s competitive world the greatest asset for an individual is the knowledge. For an individual to survive
and succeed its imperative that knowledge and skill shall be regularly upgraded. ACE Center for financial
planning has been established & committed to impart world class, affordable industry integrated & quality
education in the area of Finance and management. The institute is accredited to the financial planning
CM
standard board India for CFP Certification (Certified Financial planner) certification education in India
After having hands on experience & expertise in the field of consultancy & training in the corporate world
ACE has now ventured into education realizing that there is a huge shortage of skilled/ trained manpower in
the financial services industry. The Indian Financial Services Industry is poise to grow; presently it requires
around 50000 professionals immediately while there are only around 2000 such certified professionals
available. According to reports currently there is 80% shortage of Wealth Managers in the country
Our trainings & recruitment divisions have dominated their specialist markets from years. we lays Strong
emphasis on identifying ones potential abilities and develops them to the fullest as per the industry
requirements.
Now it will be easy for anyone with finance or no financial background, experience or no experience to
understand & pursue a career in the fastest growing financial sector.

CM

What is CFP Certification? What is FPSB India?

CM
Certified Financial Planner Certification is a mark of The CFP certification is monitored in India by the
excellence granted to individuals who meet the Financial Planning Standard Board India. FPSB India is
stringent standards of education, examination,
CM
essentially a public private enterprise and a professional
experience and ethics. The CFP Certification is the
standard setting body which promotes high standards for
most recognized, prestigious& sought after certification
financial planning professionals in India.
in the area of personal finance, wealth management&
investment advisory profession across the globe&is
rated as the gold standard by the `Wall street journal`.

CM

FINANCIAL PLANNING STANDARDS BOARD


CM
What is Financial Planning
While one cannot predict the future, one can certainly
be better prepared for it. All of us have something to
plan for. In fact, our financial situation influences almost
every aspect of our lives therefore Financial planning is a
systematic scientific approach whereby the financial
planner helps the individual to maximize his/her existing
financial resources by utilizing financial tools to meet
his/her financial goals at various stages of life.
CM
What does a CFP do?
CM
T h e C F P c e r t i f i c a n t i s a financial specialist
whose prime objective is to educate clients,
determines his/her short, medium and long-
term aspirations, act as their guide &
philosopher, and to provide t h e m u n b i a s e d
advice for meeting their financial
objectives.
That’s ok, but what do I get?
You will be sought after professional with the highest
qualification in the personal finance.
Personal satisfaction of achieving the Financial Planning
Profession’s highest standards and meet the global
benchmark
Better social status by joining the League of
Professionals
Recognition in more than 23 countries across the world
CM
Benefits & advantages of CFP?
CM
The CFP Certification opens up the world of
opportunities like never before in the Financial services
sector namely Banks, Wealth management & financial
planning companies, Insurance companies Asset
management companies, Financial KPOs . But not
limited to Financial Industry only as all other big
companies also hire financial planners.
In addition, Financial Planners often choose to
establish their own financial planning practice.
In India there are more than 50 charter members the
CM
biggest in the financial services industry endorsed CFP
Certification and are committed to giving preference to
CM
CFP Certificants in their recruitments
 Courses
The courses offered by the ACE covers the full range of processes, products & services related
to financial markets. Our courses have been designed to meet emerging demands of the industry.

We want to be known for our “Programs with a practical approach”.

Classroom Regular
weekend batches Classroom accelerated Distance learning
weekday

CM
CFP curriculum
CM
TheCMCFP Curriculum prescribed by FPSB is globally followed by all the education providers for
CFP certification education program. There are more than 100 universities in the U.S offers this
course in self study & regular classroom mode.
The curriculum consists of the following
CM
six modules which need to be completed in order to
fulfill the requirements of the CFP certification program.
•Introduction to Financial Planning
•Risk Analysis & Insurance Planning
•Retirement planning & employee benefits
•Investment planning
•Tax & estate planning
•Advanced financial planning

Junior Designation (AFP)

FBSB India awards a junior designation i.e. Associate Financial Planner (AFP) on the successful completion of
any one module (Exam I, II, III or IV) to the applicant, until one complete all the formalities & procedures to get
the final Certification from FPSB India in a mean while Certificant would be eligible to put AFP or Associate
Financial Planner against his/her name.

Eligibility
•Undergraduates
•Graduates (in any stream) & Working professionals

CM
FPSB Registration fee
CFP aspirants are required to pay FPSB India registration fee which is currently Rs 10,000/- (ten thousand) &
is valid for one year that is apart from Ace fees

CM
Exam schedule & pattern
CFP Exams are facilitated by NSE and conducted online on NCFM platform on NSE’s examination centers and
other NSE networked sites throughout India.
Our Deliverables in Classroom
training mode with options of
weekdays & weekend classes.
L 150 hrs of classroom trainings spread over 5 months on
weekends/ weekdays.

L Smart, crisp, and easy to understand study

CM
material—6sets of
text books covering detailed CFP curriculum

LEach text book is supported by a Question Bank work book

with solutions.

L On line faculty support in respect of each module.

L E-mail support
Rewarding career in
L Financial Calculator Casio FC -200.
•Banks
CM
L Stimulated Mock test exactly on the pattern of CFP exam held •Financial planning firms
at the NSE center.

L Tutorial/ doubt clearing classes on daily basis by in-house •Wealth management companies
faculties.

L Lectures taken by the industry professionals

•Assert Management companies
L100% placement backup & career counseling •Insurance companies
•Investment advisory services
•Portfolio management services
•Trainings & Academics
•KPOs
•Self employed
CM
How to get CFP Certification?
The candidate must be 10+2, but the certification is awarded
only on completion of the graduation from a recognized college /
university. The candidate must register with ACE school for
professional studies
(An authorized education provider) for pursuing this program to
obtain study material & other support simultaneously registering
with FPSB India.
CM
To become CFP candidate has to clear all the prescribed
exams.
CM
The minimum time one can become CFP is between 2-5 months
CM
To attain CFP Certification candidate must satisfy 4E`s of
Education, Examination, Experience & E t h i c s .
 Charter Member of FPSB India
FPSB India has several financial services companies as it's charter members
CM

who are committed to giving preferences to CFP certificates in there recruitments .

Special discounts for executives / professional working with Charter Member Companies*
*condition applies

Address Contacts
FINANCIAL PLANNING STANDARDS BOARD INDIA

CM
26/32 Pal Mohan Sadan +91(11) 45050201-07
East patel nagar E-mail:- info@asps.edu.in
Near Rajendra place Metro Station
CERTIFIED FINANCIAL PLANNER
CM

And CEP are certification marks owned outside the US by

New delhi 110008
financial planning standards Board Ltd.(FPSB).Financial
Planing Standards Board India is the Licensing authority for
the CEP marks in India Through agreement with FPSB .
www.asps.edu.in