THE BEST PERSONAL FINANCIAL TRAINING PROGRAM -CERTIFIED FINANCIAL PLANNER (CFP)
The International CFP Certification is awarded by the Financial Planning Standards Board of India (FPSB India) recognized globally in 26 countries around the world. CFP is the best certification for the Financial Planning profession in India. In the era of super specialization, the professional certification – Certified Financial Planner Certification helps career aspirants to enter into the financial service industry and get a satisfying career in finance.
Entrepreneurs can also set their own financial advisory firm. Also, this certification helps to plan for your own personal finance, retirement planning, and financial planning.
THE BEST CAREER OPPORTUNITIES IN FINANCE-COMPANIES LOOKING FOR CFPS AND FINANCIAL PLANNERS
Banks
Asset Management Companies
Insurance Companies
Equity Broking Firm
Financial Planning/Wealth Management Firms
Tax Planning
Multinational Financial Companies
Can set an independent financial planning /advisory services
CFP CERTIFICATION EDUCATION PROGRAM SYLLABUS
Module 1 – Introduction to Financial Planning
Module 2 – Risk Analysis and Insurance Planning
Module 3 – Retirement Planning and Employees Benefits
Module 4 – Investment Planning
Module 5 – Tax Planning and Estate Planning
MODULE 1 – INTRODUCTION TO FINANCIAL PLANNING
MODULE 2 – RISK ANALYSIS AND INSURANCE PLANNING
MODULE 3 – RETIREMENT PLANNING AND EMPLOYEES BENEFITS
MODULE 4 – INVESTMENT PLANNING
MODULE 5 – TAX PLANNING AND ESTATE PLANNING
MODULE 6 – ADVANCED FINANCIAL PLANNING
COMPANIES LOOKING FOR CFPS AND FINANCIAL PLANNERS
• Banks
• Asset Management Companies
• Insurance Companies
• Equities Broking Firm
• Financial Planning/Wealth Management Firms
• Tax Planning
• Multi-national Financial Companies
• Can set your own firm in Financial Planning/Advisory Services
MODULE 1 – INTRODUCTION TO FINANCIAL PLANNING
• Section 1 – The 6 step financial planning process
• Section 2 – Financial Management
• Section 3 – Financial Mathematics
• Section 4 – FPSB India’s Financial Planner Code of Ethics, Professional Responsibility and Model Rule of Conduct
• Section 5 – Regulatory Environment related to Financial Planning
MODULE 2 – RISK ANALYSIS AND INSURANCE PLANNING (RAIP)
• Section 1 – Concepts of Insurance and Risk Management
• Section 2 – Insurance Contract and Legal Liability
• Section 3 – Life Insurance – Analysis of Life Cover, Strategies and Products
• Section 4 – General Insurance – Property, Health and Liability Insurance
• Section 5 – Regulatory Framework of Insurance
MODULE 3 – RETIREMENT PLANNING AND EMPLOYEE BENEFITS (RPEB)
• Section 1 – Employee Benefits and Superannuation Benefits
• Section 2 – Life Cycle Analysis, Retirement needs and Factors in Planning
• Section 3 – Creation and sustenance of Retirement Fund-Risk Profiling, Strategies adopted and modified through life stages
• Section 4 – Provident Fund and Pension Schemes
• Section 5 – Pension sector reforms and Regulatory Framework of Retirement Solutions
MODULE 4 – INVESTMENT PLANNING (IP)
• Section 1 – Investment Products Universe and their Applications
• Section 2 – Risk Profiling of Products and Investors – Asset Allocation Determination
• Section 3 -Goal-Based Investment Planning-Measuring and Managing Risks, Analysis of Returns
• Section 4 – Investment Strategies and Portfolio Management
• Section 5 – Regulatory Assets – Investment Products and Inventory Advisory
MODULE 5-TAX PLANNING AND ESTATE PLANNING (TPEP)
• Section 1 – Features of Indian Tax System and Direct Taxes
• Section 2 – Personal Taxation and Business Taxation – Computation and Tax Efficiency
• Section 3 – Taxation of Various Financial Products and Transactions, Tax Planning Strategies
• Section 4 – Estate Planning Process, Strategies and Taxation Aspects
• Section 5 – Vehicle of Estate Planning Features
MODULE 6 – ADVANCED FINANCIAL PLANNING (AFP)
Section 1 – Financial Planning Process, Practise Standards and Professional Responsibility
Section 2 – Risk Analysis and Insurance Planning
Section 3 – Retirement Planning and Employee Benefits
Section 4 – Investment Planning
Section 5 – Tax Planning and Estate Planning
EXAM
• CFP offers the most flexible exam schedule. It can be given throughout the year as per the candidate’s requirements.
• Candidates need not give all the modules at the same time. One module at a time can be given.
EXAM OVERVIEW
CFP offers a very flexible exam schedule suitable for all kinds of candidates.
CFP ELIGIBILITY
CFP Pathway. Candidates from any background can pursue this certification and learn to manage money.
1. WHAT IS CFP?
Stands for Certified Financial Planner. It is a Professional Certification mark for financial planners conferred by the Certified Financial Planner Board of Standards in the United States.
2. WHAT IS THE QUALIFICATION REQUIRED TO DO CFP?
Candidates must be HSC/12th pass at the time of enrolment.
3. WHICH TOPICS WOULD BE COVERED IN CFP?
• Introduction to Financial Planning
• Risk Analysis and Insurance Planning
• Retirement Planning and Employee Benefits
• Investment Planning
• Tax Planning and Estate Planning
• Advance Financial Planning
4. WHAT WOULD BE THE FEES STRUCTURE?
Registration with CFP = 16385
Exam fee for 1st 4 exam(4130*4)= 16520
Exam fee for the 5th exam = 8260
App. cost of CFP books = 10000
51165
Coaching fee charged by us = 30000
Total Approximate cost =. 81165
5. WHY SHOULD I JOIN FINEX TRAINING?
• We are known for quality education, individual attention, 24/7 doubt solving services to the trainees.
• We cover Current Affairs topics, Newspaper articles, News Channel Debates, etc. to make the training more lively and meaningful.
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6. WHAT WOULD BE THE TRAINING TIME?
We have both weekdays and weekend batches. We are very flexible with timing as we understand that maximum trainees would be working employees. Training time would be adjusted as per the trainees’ requirements.
7. HOW MANY MONTHS WILL IT TAKE TO COMPLETE THE CFP COURSE TRAINING?
It would take approximately 3-4 months.
8. WHAT KIND OF JOB CAN I EXPECT AFTER CFP CERTIFICATION?
You can start your own firm as a Financial Planner or can join any other financial companies as a Relationship Manager, Wealth Manager, or in Multinational Financial companies for Back Office, Research, etc.
WHEN IS THE CFP EXAM CONDUCTED?
CFP exam structure is very flexible. It is an online multiple-choice questions exam. Candidate can register online once through with a module. They can select the preferred date as per the availability and can give the exam. It means exam can be given throughout the year as per the availability.
DO I HAVE TO TAKE ALL MODULES EXAM AT THE SAME TIME?
No. One module can be given at a time. Candidates also have the choice of selecting their modules to give the exam.
