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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.
CFP Exam - 5 Training Learning Objectives: The training would require application of skills across the following components: · Financial Management: Loan schedules, Refinancing, Net Worth · Need based insurance: Life and Assets · Retirement Planning: Annuities, Estimation of Corpus, Accumulation Phase, Instruments Available, Monitoring of Corpus at various stages · Investment Planning: Goal based systematic accumulation of corpus, Various investment instruments-their usage and tax efficiency · Tax and Estate Planning: Capital Gains, Tax structure of investments and their redemption features, Avenues to reduce tax liability, Trust structures, various estate planning instruments and methods Date : February 24, 2018 (Saturday) & February 25, 2018 (Sunday) Timing: 9:30 am - 5:30 pm Venue : Institute for Financial Education & Management, Plot No. 2, IInd Floor, Kapil Vihar, Pitampura, Delhi 110034 Click on the link to register : https://www.payumoney.com/store/product/e3576086219620a8665b3bcf60fc3ec4
FPSB India Presents Workshop on "NRI Investments & Banking Provision" Learning Objectives • Residential status for taxation and investment purposes. • FEMA provisions for investments, limits and repatriability. • FATCA, CRS and DTAA. • Types of accounts (NRE, FCNR, NRO, RFC, etc). • Capital Gains structure for NRIs. • Acquisition and Sale of immovable property. • Mutual Fund products – investment provisions especially NRIs from US. • MFs and Insurance – TDS and Repatriability of funds. • Bequeath and Estate Planning. • Returning NRIs and their investment options. Who Should Attend:- Private Bankers/ MF Advisors/ CFP Candidates Schedule:- Saturday, October 14, 2017, in New Delhi Participation Fee :- INR. 3500/- + 18%GST i.e INR 4130/- per delegate for attending the workshop. Please write to: Piyush: +91 97179-38151 (learning@icfldelhi.com)  Mention the name of the Participant, Mobile no. & Email id. behind the CQ/DD.  Demand Draft / Cheque favoring ‘FPSB India’ payable at Mumbai to be sent at the below mentioned address: “Plot No. 2, IInd Floor, Kapil Vihar, Pitampura, Delhi - 110034”  You may also make NEFT payment.  Fees include Morning Tea-Breakfast, Lunch, Evening Tea, Stationery. Note:- The participants are expected to carry a laptop and a pen drive for the workshop. 5 CE points shall be granted to CFP Certificants attending this workshop.
Job Openings for CFP Candidates:- Job Location:- New Delhi Position: Financial Planners No. of Positions: Five (5) Company: Hum Fauji Initiatives Location: Dwarka, New Delhi Qualifications and competencies: At least Graduation, preferably in a financial subject. MBA (Finance) would be given a preference.A good academic record is important.CFPCMor AFP (part of CFPCM certification) would be very desirable. · Should be very well versed with Microsoft Excel. · Good knowledge of the process of comprehensive financial planning and mutual funds. · Good command over written and spoken English, natural flair for client service and soft-spoken demeanour are extremely important for the job. Experience: Preference will be given to candidates with work experience, preferably in a financial company undertaking financial planning and investments in mutual funds. Promising freshers may also be considered. Salary Expectation: Best of industry standards, with liberal additional incentives as per performance and company policy. Higher start for deserving and experienced candidates. Job Description: · Make comprehensive Personal / Retirement Financial Plans for clients as per the process laid down in the Company and explain the same to the clients in a simple language they understand. · Translate the investment or retirement plans into specific product plans with special emphasis on mutual funds. · Implement the product plans by guiding and explaining the same to clients, getting the relevant forms filled and monitor the investment process. · Monitoring the goal attainment and performance of the invested assets on a regular basis and interacting with the clients on these and associated issues. · To carry out regular review and re-balancing of the portfolio. · To sort out all the financial issues of the clients whether they pertain to the financial goals, financial plan, investments, or any other financial issues being faced by him which may or may not be related to Company’s products/services. · Visiting clients at their premises or at a suitable place, if so required. · Conduct or help in conducting financial workshops, seminars, road-shows etc in a manner as desired by the company. · There is no sales related job assigned to a Financial Planner as on today. However, the candidate should be open to performing all job related tasks as required in the performance of his/her duty. About the Company: Hum FaujiInitiativesTM operates in the niche clientele space of Armed Forces officers (serving & retired) and their close relatives only. It is an ISO 9001:2008 certified company. It is an 8-year-old well-known company at national level, has clientele spread all across the world and is growing at more than 100% year-on-year ever since its inception. We undertake comprehensive financial planning and investments in mutual funds, bonds, fixed deposits, real estate, and other financial products including income tax filing, loans, insurance, Wills and associated work. The product and service portfolio is being constantly expanded. Candidates with experience in any or more of these verticals will have an edge in the selection process. We place UTMOST emphasis on ethics, values and client service, and these are what guide our core philosophy of business. We expect our team members to abide by these values always and all the time. The company has an absolute Zero Tolerance policy on these issues. Company website:www.humfauji.in Interested candidates to forward their CVs to MsBindu Govila, COO, Hum Fauji Initiatives atbindugovila@humfauji.in or contact her on 9999 777 696 for any further details.
CFP offers a Multi-disciplinary approach targeting all aspects of Personal Finance such as Investment Planning, Retirement Planning, tax and Estate Planning. Recognition by PFRDA and SEBI in their respective Advisor Regulations. Global curriculum with validity in 26 countries including top most economies viz USA, UK etc. Get Trained with CFP certificants and industry practitioners. Convenient Weekend Schedule.
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