Certified Financial Planning Certification

CFP or Certified Financial Planer Certification programmes in India are offered mainly by Financial Planning Standards Board India. It is a public-private enterprise and a Professinal Standards Setting body that guides the development and promotion of standards for Financial Planning professionals. FPSB India is the principal licensing body that certifies the CFPCM / AFP Education program in India. It closely works with all the stakeholders viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives.

Any one aspiring to become CFPCM /AFP has to register himself with any of the FPSB India's approved Education Providers. However, certain candidates having specified qualifications and work experience have an option of applying through Challenge Status wherein they can challenge the CFPCM Certification Education Programme subject to conditions.

The financial planning movement is sweeping the nation. Be a part of it and watch your career and business progress like never before. FPSB is establishing a pool of collective wisdom among the financial services professionals. Charter members (all the leading companies in financial services sector) of FPSB India have resolved that they will give first preference to CFP certificants in recruitment.

The Certified Financial Planner certification is a mark of excellence granted to individuals who meet stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted financial planning qualification recognized and respected by global financial community. The CFP certificants wins trust and presents opportunities worldwide.

Spectramind is a leading approved education provider of Financial Planning Standards Board India (FPSB) to impart education for Certified Financial Planner (CFP) certification program. Spectramind offers Advanced Diploma in Financial Planning (ADFP) leading to financial planning's highest global standard - the Certified Financial Planner (CFP) designation.

Certified Financial Planning program is an intensive six-part educational program that covers the required topics tested by the CFP Board on the CFP® Certification Examination.
spectramind offers five consecutive four-day sessions every six weeks.Sessions begin Thursday and end on Sunday. Testing is performed daily, and group study assignments are given in the evenings. The sixth class is a five-day comprehensive review of all topics just prior to the exam. Spectraminds CFP is designed to take a comprehensive and focused approach to the subject of financial planning so that you can gain the knowledge you need to pass the exam and to succeed in practice.

Topics covered :

  • Introduction to Financial Planning
  • Risk Management & Insurance Planning
  • Retirement Planning & Employee Benefits
  • Investment Planning
  • Tax & Estate Planning
  • Advanced Financial Planning - I
  • Advanced Financial Planning - II (Application Software & Advanced Applications)
  • Personal Financial Planning
  • Financial Services Environment
  • Wealth Management
  • Insurance Planning
  • Retirement Planning
  • Employee Benefits
  • Tax Planning
  • Estate Planning

Eligibility

The candidate must have 10+2. However, CFPCM certification is only awarded on completion of graduation from a recognized college/ university (in any discipline). Work Experience is not mandatory to register as a student member.

For a candidate to become a CFPCM certificant, he needs to complete the education program within seven years. To become certified, a student member has to meet the following four initial certification requirements (known as 4 E's).

Examination

The CFPCM Examinations are conducted six times a year. The examination are held online (except for module 6) at designated centers only.

The students are required to study all 6 modules, but have to appear for just 5 examinations. While no independent examination is held for the 'Introduction to Financial Planning' module, 20% weightage is given to it in the examinations of subsequent 4 modules.

The candidate can appear for two fresh modules simultaneously, there is no restriction on the number when they are appearing for re-examination.

The education requirements for certification program can be completed in minimum of 7 months..

Experience

Candidates must demonstrate three years of relevant work experience in the financial services industry. The experience requirement centers on the work that involve financial planning.

Target Audience

CFPCM certification is suitable for Students (Graduates/ Pursuing Graduation), Financial Services Company Employees working in sectors as Banking, Insurance, Mutual Fund, Investment advisory services, Stock Broking and others who want to acquire the knowledge and skills required to become a professionally trained and qualified Financial Planner.


Registration Details

Course Fee:
Single Nomination:
285$

Course Dates, Venue & Timings:

Sl.No. State City Batch-1-Dates Batch-1-Dates Batch-2-Dates Batch-2-Dates Batch-3-Dates Batch-3-Dates Batch-4-Dates Batch-4-Dates Venue
1 AP Hyderabad 7-Sept 8-Sept 1-Oct 2-Oct 28-Oct 29-Oct 25-Nov 26-Nov Flat no 417,Annapurna Block,Aditya Enclave,Ameerpet,Hyderabad-500016 Tel: (040) 64568797
2 DELHI New Delhi 10-Sept 11-Sept 4-Oct 5-Oct 1-Nov 2-Nov 1-Dec 2-Dec New Delhi
3 KARNATAKA Bangalore 22-Sept 23-Sept 7-Oct 8-Oct 4-Nov 5-Nov 4-Dec 5-Dec DBS business center , Cunningham road (near to : Indian Express),shivajinagar,Bangalore
4 KERALA Cochin 16-Sept 17-Sept 10-Oct 11-Oct 7-Nov 8-Nov 7-Dec 8-Dec Ernakulam
5 MAHARASHTRA Mumbai 19-Sept 20-Sept 13-Oct 14-Oct 10-Nov 11-Nov 10-Dec 11-Dec Mumbai
6 MAHARASHTRA Pune 16-Oct 17-Oct 13-Nov 14-Nov 13-Dec 14-Dec Hadapsar
7 TAMILNADU Chennai 25-Sept 26-Sept 19-Oct 20-Oct 16-Nov 17-Nov 16-Dec 17-Dec Chennai
8 WEST BENGAL Calcutta 28-Sept 29-Sept 22-Oct 23-Oct 19-Nov 20-Nov 19-Dec 20-Dec Kolkata
9 NCR Region Noida 4-Sept 5-Sept 25-Oct 26-Oct 22-Nov 23-Nov 22-Dec 23-Dec NOIDA

Kindly register for the courses in your cities at least 2 days in advance.
Timings: 0900 - 2100 hrs

Book online :http://www.acteva.com/booking.cfm?bevaid=168437


Online / Instructor Led Training Program for the Certified Financial Planning Certification.

Contact Details:

Mr. Vijay- INDIA , HYDERABAD
Phone: 040-6456 8797
Mobile: 0 94400 89341

Mr Vijay - UK , LONDON
Mobile : 07503587379

Register Online: moc.snoitulosdnimartceps|ofni#moc.snoitulosdnimartceps|ofni
Email: ni.oc.oohay|pmpaqscyajiv#ni.oc.oohay|pmpaqscyajiv
Yahoo chat: vijaycsqapmp
Google chat/Skype chat/AOL chat/ICQ chat: tiptopten2000
http://spectramindsolutions.com

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