CERTIFIED PERSONAL FINANCIAL SPECIALIST (CPFS)/CERTIFIED FINANCIAL GOAL

PLANNER(CFGP)
Certification offered by American Academy of Financial Management (AAFM) India. CFGP is a certificate
program designed for financial professionals and students pursuing courses such as MBA,BBA or
graduation in any field .Helps one to understand various aspects of professional financial planning
sphere such as Wealth Management, Financial Planning, Mutual fund companies, banks and broking
house.

Practically understand critical functions related to financial planning, goal planning and investment
planning.

The CFGP-LITE Certification program is the first step towards Comprehensive Wealth Management since
it provides financial goal planning skills.

A wealth manager must not only possess a deep understanding of financial products and personal
financial planning but also of client psychology, attitudes and other intangibles that effect the
relationship with clients.

Why?

A specialized certification such as CFGP helps you to stand out from the rest of the pack and Strengthen
ones prospects and climb up the employment ladder.

Skills acquired after completion of CFGP:

 Understand and apply Financial Planning Process.

 Conduct client need analysis and gather relevant client data.
 Analyze client financial situation and understand problems in it.
 Develop appropriate strategies to meet client’s financial goal.
 Present and implement financial plan to the client.
 Assess the client’s risk tolerance and risk bearing ability of client
 Gather basic understanding of common investment products
 Prepare and analyze Personal Financial Statements
 Understand the concept of time value of money
 Create and manage portfolios for client.
 Calculate various measures of risk and return
 Study Materials
Candidates get access to proprietary study material and AAFM Financial goal planning tools such
as specially developed calculators and financial plan models.
 Guided overviews for each module highlight key topics
 More than 200 questions for continually testing knowledge and comprehension
 Features real life case study scenarios and questions to apply knowledge.

Certificate Requirements
To become a certificate holder, candidates need to attend a CFGP workshop and pass an
examination at the end of the workshop. CGFP-Lite examination is of 30 minute duration and
consisting of 3 sections-A,B and C based on the following curriculum.
Curriculum
The curriculum consists of 5 modules-
Module 1-Financial planning concept and process
Module 2-Financial mathematics
Module 3-Investment planning
Module 4-Financial goal planning
Module 5-Advanced financial goal planning
Modes of study
1 Self study online through AAFM E-Learning.
2 Instructor Led
Who should attend the program?
The program is apt for
 Independent financial advisor
 Registered Investment advisor
 Bankers
 Mutual Fund Professional
 Students aspiring to make a career in finance
Fees
INR 5000+GST

Akshitha,Reshma,Anjitha,Surya,Meera