CFPCM Certification

About CFPCM Certified Financial Planner, CFPCM is the world's most prestigious
internationally accepted financial planning certification.

CFPCM is one certification that gives many career options in the world of finance. This
globally recognized certification gives career value to your university degree and even
an MBA.

·Rated as Gold Standard in Wall Street Journal

·Boosts your career & increases employment
·Eligible for hot jobs in finance (Rated by CNBC)

The CFPCM certification process, administered by Financial Planning Standards Board

India, identifies that those who have been authorized to use the CM certification marks in
India have met rigorous professional standards and also agreed to adhere to the
principles of integrity, objectivity, competence, fairness, confidentiality, professionalism,
and diligence when dealing with clients.

About FPSB India

FPSB India is a public private enterprise and professional standards setting body which

is the licensing authority for the CFPCM , marks in India through an agreement
with Financial Planning Standards Boards Ltd. Denver, USA. The FPSB India is
promoted by prominent financial services companies like.

The CFPCM certification is granted to those individuals who have demonstrated technical
competency enabling them to write (to international standards) a comprehensive and
detailed financial plan for an individual.

The certification covers six modules:

• Mandatory Module: Introduction to Financial Planning
• Module 1: Risk Management and Insurance Planning
• Module 2: Retirement Planning and Employee Benefits
• Module 3: Investment Planning
• Module 4: Tax Planning and Estate Planning
• Module 5: Advance Financial Plan
Benefits of CFP certification

- Your expertise and credibility as a financial planner is instantly communicated.

- Your career and professional opportunities are enhanced.
- You become a coach and a problem solver for every individual.
- Your clients are more satisfied.
- Your increased earning reflects your personal status.
- You have tested yourself against the best and met the challenges.

Career scope:

Certified Financial Planner is required across the sectors like:

- Banking
- Investment banking
- Wealth management
- Insurance
- Stock broking
- Estate planning
- Research firms

Eligibility:

10+2/under graduate/graduate/post graduate/MBA/CA/CS/ICWA/working professional

Validity for CFPCM Certification in India

The CFPCM is given by the only authorized Board known as the Financial Planning
Standards Board India and the certification has global acceptance. It is an
internationally accepted certification. However, CFPCM Professionals may have to pass
some locally relevant supplementary tests.

Fee structure and Class-Pattern

· Our Program is for Rs.15,000 + Service Tax(10.3%) plus the FPSB India Fees.
It is conducted on week-ends. We offer 60 hrs. rigourous training on CFP to clear its exam and provide
unlimited doubt session. We provide material to the aspirants and one-on-one mentoring to all.
Placements:

FPSB, India has 50 financial companies as its Charter Members which give priority to
CFPCM Certificants for recruitment , such as:

and many more