1,00,000+

Certificants required

in Banking & Financial Services Industry by 2022*

Now build the competency to grab this opportunity
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. CFP CM CREDENTIALS Certified Financial Planner CM Certification is: 1. In Demand: Preferred, supported, recognized and promoted by 50 Companies that are known as Charter Members of FPSB India. 2. Credible: Rated as Gold Standard by Wall Street Journal * Source: FPSB India

3.

Globally Recognized: The most recognized and respected financial planning certification in 24 countries

The ICICIdirect Centre for Financial Learning Differentiators

Learning from Practitioners of Financial Planning Internship opportunities with ICICI Securities Ltd

SUITABLE FOR Students pursuing graduation Professionals looking to change careers or seeking to improve professional status

OUR PROGRAMME OFFERINGS FOR REGULAR PATHWAY 175+ hours of core practical learning

24+ hours of Webetorials- Live Online learning sessions for doubt solving / faculty interactions (Included above) Exhaustive Study Material Case Studies with Mock tests Online Mock Tests Comprehensive Financial Plan Preparation at Advanced Financial Planning stage Basics of Excel from a CFPCM learning perspective Flexibility to attend missed classes based on class schedule

DURATION: 3 to 6 months The Practical Learning 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 clients 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: o General Insurance o Life Insurance o Motor Insurance o Medical Insurance o 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: o Employees Provident Fund (EPF) o Public Provident Fund (PPF) o Super annuation Fund o Gratuity o Other Pension Plans, Postretirement counselling Examination: M.C.Q. type Duration of Examination: 2 hours 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 Tax Planning: Income Tax Computation Capital Gain & Indexation House property Deductions & Allowances Non Resident Indian Tax Laws Tax Management Techniques Estate Planning: Wills, Trust, Indian Succession Act Power of Attorney Joint ownership of property Module 6: Advanced Financial Planning Establishing client planner relationship Analyze client Objectives, Needs & Financial Situation Developing the Financial Plan

Implementing the Financial Plan

Monitoring the Financial Plan

How to be an Associate Financial Planner? A Candidate has an option to be certified as an AFP at module level number 2 / 3 / 4 / 5 Examination and Fees Details 1. Fees Payable to FPSB India Registration fees: Rs. 10,000/ Examination / Re-examination fees: Rs. 2000/- each for Modules 2 to 4 & Rs. 5000/- for the last module 2. Training Fees payable to ICICI Securities Limited: Rs. 44750 (Mumbai & Delhi) / Rs. 42000 (Bangalore & Pune)