IFEM 58d1040911da900b28625688 False 169 9
OK
background image not found
Found Update results for
'benefits'
5
CFP Registration Benefits of IFEM:- 1. Register and get INR 1, 000/- 2. Cash prize of INR 500/- for every qualified Exam Module. 3. Discount on various products offered by IFEM 4. Job Assistance 5. Above benefits are also available for candidates enrolled through Self Learning Mode
CFP - Certified Financial Planner About CFP Credentials FPSB India:- Rated as Gold Standard in Financial Planning, CERTIFIED FINANCIAL PLANNER or CFP is an international certification programme in the lucrative field of financial planning, wealth management and financial advisory services. As the Indian Financial Industry is transforming and maturing, professional financial planners have become an imminent need. In India, leading industry giants from financial services sector have been promoting the concept of financial planning among the customers and professionals. About CFP CM Certification:- CERTIFIED FINANCIAL PLANNERCM certification programme makes you competent to provide strategic advice in regard to investment, insurance, tax, retirement & estate needs and enables you to plan and fulfill such needs. CERTIFIED FINANCIAL PLANNER Certification is a: Mark of Quality – The World Over. Tested for competency, education, examination & work experience. Committed to code of ethics & rules of professional conduct. Highest level of certification globally in the field of financial planning. About FPSB India – The Certification Awarding Body • FPSB India is the principal licensing body that awards CFP Certification in India. • It is an affiliate of Financial Planning Standard Board (FPSB) based in Denver, U.S. • It provides a pathway for members to develop the necessary skills & knowledge to become successful financial planners. Certified Financial Planner CM Certification is: 1. In Demand: Preferred, supported, recognized and promoted by 48 Companies that are known as Charter Members of FPSB India. 2. Credible: Rated as Gold Standard by Wall Street Journal 3. Globally Recognized: The most recognized and respected financial planning certification in 25 countries In India, CFP recipients are in demand in the following fields: • Banks • Wealth Management Companies • Stock Broking Firms • Investment Advisory Services • Financial Planning Services • Life and General Insurance • Accounting and LawFirms • Asset Management Companies • Credit Counseling Organisations Program Curriculum Module 1: Introduction to Financial Planning Financial Planning Process, Client Interactions, Time Value of Money Applications, Personal Financial Statements, Cash Flow and Debt Management, Asset Acquisition, Education Planning, Overview of Risk Management, Investment Planning, Retirement Planning, Special Circumstances, Plan Integration, Ethics and Business Aspects of Financial Planning. Module 2: Risk Analysis and Insurance Planning Risk Management and Insurance, Decisions in Personal Financial Planning, Identifying Client’s Exposures to Morality, Health, , Disability, Property, Liability and Long Term Care Risk is Emphasized, Selecting the Appropriate Risk Management Technique, Insurance Pricing, Various Insurance Policies & Strategies: General Insurance, Life Insurance, Motor Insurance, Medical Insurance, Insurance of Business Risk Regulation of Insurance Industry. Module 3: Retirement Planning and Employee Benefits Retirement Need Analysis Techniques, Development of Retirement Plans, Various Retirement Schemes such as: Employees Provident Fund (EPF), Public Provident Fund (PPF), Super Annuation Fund, Gratuity, Other Pension Plans, Post-retirement Counseling. Module 4: Investment Planning Risk Return Analysis, Mutual Funds, Derivatives, Asset Allocation, Investment Strategies, Portfolio Construction & Management , Regulation of an Investment Advisor. Module 5: Tax and Estate Planning Income Tax Computation, Capital Gain & Indexation, House Property, Deductions & Allowances, Non Resident Indian Tax Laws, Tax Management Techniques, Wills, Trust, Indian Succession Act, Power of Attorney, Joint Ownership of Property. Module 6: Advanced Financial Planning Establishing Client Planner Relationship, Analyse Client Objectives, Needs & Financial Situation, Developing the Financial Plan, Implementing the Financial Plan, Monitoring the Financial Plan FPSB & NCFM registration Details: FPSB registration fees of Rs. 16, 385 will be paid separately and examination fees to NSE will be paid by the participant as per their norms. (Module-2 to 5 exam fees will be Rs. 3, 540 per module and Module-6 will be Rs. 7, 080) including taxes. Program Offerings (CFP, V-Class): • 125+ hours of training through V-Class • Exhaustive study material • Case Studies with Mock Tests • Online Mock tests • Doubt solving/ faculty interactions session through V-Class • Financial Plan construction training by an industry practitioner • Guest lectures by Industry experts • Duration 5 to 6 months Training Fee: Rs. 41, 799/- (incl. Taxes) (For Classroom) Rs. 28, 500/- (incl. Taxes) (For V-classroom) Rs. 19, 499/- (incl. Taxes) (For e-learning) Fee Payment mode: Cheque in favor of “ICICI Securities Limited” For Learning Contact Program Coordinator:- Piyush Garg (97179-35182) Note:- Candidates will be eligible for honorarium of Rs. 250 for each passed module on the behalf of IFEM.
Get CFP Credentials. Get trained form industry experts. About CFP:- 1. Globally Recognized : The most recognized and respected financial planning certification in 24 countries. 2. 50, 000+ Certified Financial Planner (CFP) required in Banking and Financial Industry 3. Preferred, Recognised, Supported and Promoted by 46 companies that are known as Charter Members of FPSB India. IFEM Benefits:- 1. Get Cash Honorarium of INR 1, 000/- on registration with FPSB India. 2. Get Honorarium of INR 500/- for every qualified exam module. 3. Get trained from Industry Experts through diff modes viz Online, Classroom, Workshop, Self-study etc.
CFP Salary/Payscale/Jobs in India CFP is one of the recognized certification program in BFSI Industry. CFP Certification ensures ethical practices in the industry. CFP Certificants are working with various Financial Firms as Wealth Advisors, Portfolio Managers, HNIs RM etc. About 50% of CFPs work as independent advisors in Self-employed mode. Generally a Fresher with CFP credentials earns about 3-5Lakh/annum. After some experience about 2-3 years they can expect 7-9 Lakhs/annum. Overall CFP is best certification in the current scenario to work in BFSI as an advisor/planner etc For benefits of candidates IFEM provides honorarium of INR 1, 000/- for candidates registered in self employed mode. Also Cash Honorarium of INR 500/- provided for each qualified exam module. Contact IFEM for details.
Live Training on "Equity Trading and Investment" from NISM & ICICI. National Institute of Securities Market (NISM) and ICICIdirect Centre for Financial Learning (ICFL) is pleased to announce the launch of a very unique programme (Certificate in Equity Trading and Investment) to bridge skill gaps among college students by helping them acquire practical working knowledge of stock markets, derivatives, fundamental analysis and technical analysis. The Classroom lectures combined with practical training seeks to create knowledge for students to commence their journey in the exciting world of equities and derivatives and lay a strong foundation for students desiring to work in the Capital Market segment. Benefits:- -Hands on practical experience of trading in live stock markets - Equities and Derivatives -Learning by implementing using virtual stocks and hands on experience towards stock research by way of guided presentations -Credibility of a joint certification from NISM - an educational initiative of SEBI and ICFL an educational initiative of ICICI Securities which is one of the leading brokerage house and financial distributor Offerings:- *30 hrs of comprehensive Instructor led delivery by Industry expert *Coverage includes Capital Markets, Equity Trading and Investments, Fundamental and Technical Analysis, Portfolio Management etc *Training on Live virtual platform for Cash, Margin and F& O segments Internal and ongoing assessment during the programme delivery based on virtual platform *Assessment exam of 2 hours at the end of the programme leading to NISM and ICFL Joint Certification Program Duration:- 20/Nov/2017 - 24/Nov/2017 (5 Days) Timing:- 10:00 AM - 04:00 PM (Live Training during Capital Market hours) Batch Size:- 20 Training Fee:- INR 10, 000/- + taxes (15% discount for students of ICFL Programs) Last Date of Enrolment:- 14/Nov/2017 Note:- Kindly enrol in time to get training kit in time from NISM.
1
false