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CERTIFIED FIANCNIAL PLANNER CFPCM

Certified Financial Planner


CFPCM is internationally recognized certification program on
financial planning. In this era of super specialization, the
FACTS & FIGURES
Professional Certification - Certified Financial Planner (CFP)
Certification, gears career aspirants and existing financial
CFP is the world`s highest
intermediaries for giving comprehensive financial advisory
global standard and accepted
services to individuals and make a satisfying career in the
financial planning certification.
financial services industry.
It is recognized by more than
FPSB India 20 countries across the globe.

Candidates who wish to apply for this course, first need to CFP mark is rated as the "Gold
enroll themselves with FPSB India. Financial Planning standard" by "Wall street
Standards Board India is a Public–Private Enterprise and a journal"
Professional Standards Setting body for Financial Planners in
India. FPSB India proactively guides the development and Most prestigious recognized
promotion of standards for Financial Planning professionals and respected by the financial
to benefit and protect the public in the country. community across the globe.

Regular Pathway Certified Financial Planner


(CFPCM) certification course is
Candidates registering through regular pathway need to clear industry-specific and
the following five modules completely job-oriented.

Risk Analysis & Insurance Planning An increasing number of public


Retirement Planning & Employee benefits & private sector banks are
Investment Planning making CFP Certification
Tax Planning & Estate Planning mandatory for their
Advance Financial Planning
Relationship Managers.

The first four modules can be written in any order. The exam Regulatory bodies like SEBI,
duration for the 1st four modules is 2 hrs each, with multiple IRDA, PFRDA etc are gradually
choice questions & requires 60% to clear the exam with no educating and encouraging
negative marking. Only after clearing the first four the individuals to consult CFPs for
candidate can appear for the fifth module. The duration for their financial needs.
the 5th module is 4 hours & requires 50% to clear the module.
According to a recent report,
there will be a need for 50,000
Knowise All in One CFPs in India in the next few
years. Currently India has
Knowise All in One is a training module specially designed for around 900 + CFPs.
the candidates appearing CFP through regular pathway. The
training is divided in 5 modules & each module is handled by
an expert with hands on experience in that subject. The entire
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CERTIFIED FIANCIAL PLANNER CFPCM

program would have 100+ hours of classroom session. Apart from this there will mock
tests & revision sessions prior to the exam. The candidates would also be provided with
FPSB recognized course material.

The course material package would contain the following:

Study Material for all 6 modules


Exam Oriented Guide with more than 1000 questions.
Smart Study Series – Ready Reckoner for Exam Preparation
2-3 Mock tests for each of the module
Systematic Approach to Income Tax by Girish Ahuja

Challenge Status Program


FPSB India recognizes that these professionals already possess certain skill sets and
proficiency which is expected of Financial Planners. Hence, in order to enable eligible
professionals (both in terms of education as well as experience) to acquire the CFP
Certification in a more time efficient manner, FPSB India has introduced a fast track
Certification Program in line with global certification practices which has been christened
as “Challenge Status Program”.

By registering to Challenge Status Program the candidate gets the exemption for the
first 4 modules & has to appear only for the 5th(Last) module (subject to Qualification
& Experience criteria).

Knowise Fast Track

Knowise Fast Track caters to the candidates appearing for Challenge Status Program of FPSB India.
The offering of this training program is as follows.

60+ Hrs of intense & comprehensive training over 10 weekends.


Specialist Domain experts as trainers for each module hence quality is assured.
Recorded Audio Visual back up for all the classes.
Mock Tests package available for practicing.
Mail Back Support to resolve queries in addition to classroom sessions.

For more details & registration contact:

Knowise Learning Academy India (P) Ltd


Bangalore: +91 9980166321 Email: info@knowise.co.in
Hyderabad: +91 9391939300 Website: www.knowise.co.in

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