Resource Management Group’s Centre For Financial Market Education

LGF 14 - 17, Awadh Plaza, Next to Shalimar Square. 126/31, BN Road. Lalbagh, Lucknow-1. Tel: 0522 -4022208.
Cell: 900 580 2225 / 99355 15065 Email: rmglab@gmail.com
CFP FAST TRACK TRAINING SESSIONS SCHEDULE

Module Session Date Numerical Theory

Code Of Ethics, Six Step

Financial Financial Planning Process,
Session 1
Mathematics Legal Aspects Financial
Planning
INTRODUCTION TO
FINANCIAL Personal Use Asset Man-
Financial
PLANNING Session 2 agement, Personal Finan-
Mathematics
(MODULE I) cial Statement Analysis.
Economic Environment &
Financial
Session 3 Indicators, Forms of Busi-
Mathematics
ness Ownership
Age Calculation,
Premium Calcula- Risk Analysis, Insurance
RISK ANALYSIS Session 4
tion, Surrender Concepts.
& Value, Claims
INSURANCE
PLANNING Life Insurance
Insurance Policies & Strate-
(MODULE II) Need Analysis,
Session 5 gies, Environment of an
Life Insurance
Policy Selection Insurance Advisor

Effect of Infla-
Defined Benefit plans, De-
Session 6 tion, Retirement,
RETIREMENT Need Analysis
fined Contribution Plans.
PLANNING &
EMPLOYEE BENEFIT Superannuation & Other
Effect of Infla-
(MODULE III) Retirement Plans, Group,
Session 7 tion, Retirement,
Need Analysis
Life & Health Insurance
Plans.

Measuring Risks, Investment Risk, Managing

Session 8 Returns, Invest- Risk, Small Savings, Insur-
INVESTMENT ment Portfolio ance Based Investments
PLANNING
(MODULE IV) Equity Shares, Fixed Income Instruments,
Session 9 Derivatives, As- Mutual Funds, Real Estate,
set Allocation Other Investments.

Residential
Tax Planning Considera-
Session 10 Status, Tax Com-
TAX PLANNING putations, NRIs
tions
&
ESTATE PLANNING Session 11 Salaries Tax Planning Strategies
(MODULE V) Capital Gains,
Session 12 Estate Planning
House Properties

MODULE II Session 13 Revision And Practice Questions

MODULE III Session 14 Revision And Practice Questions
MODULE IV Session 15 Revision And Practice Questions
MODULE V Session 16 Revision And Practice Questions
Session 17 Case Studies
ADVANCE FINANCIAL Session 18 Case Studies
PLANNING
Session 19 Case Studies
(MODULE VI)
Session 20 Case Studies
 CERTIFIED FINANCIAL PLANNER CERTIFICATION
TRAINING FEES DETAILS

Regular Training Program

Total Training Duration 100 Hours

Training Sessions Duration 5 Hours
Total Number of Sessions 20 Sessions.
Training Fees Rs. 24,000.00 (Twenty Four Thousand only)

Challenge Status Program

Total Training Duration 80 Hours

Training Sessions Duration 5 Hours
Total Number of Sessions 16 Sessions.
Training Fees Rs. 15,000.00 (Fifteen Thousand only)

Study Material Charges Rs.1500.00 Extra & Optional.

Financial Calculator (Casio FC 200V) Rs.1600.00 Extra & Optional.

Any single module training fees Rs. 6000.00 per module.

Service Tax @ 10.3 % payable extra.
________________________________________________________________

FPSB Registration Fees Rs.10,000.00 per annum.

Exam Fees Modules 2 to 5 Rs. 2,000.00 per attempt.
Exam Fees Module 6 Rs. 5,000.00 per attempt.
Challenge Status Exam Fees Rs. 25,000.00 per attempt.

For more details please log on to www.fpsbindia.org / www.fpsbindia.co.in