It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - Certified Financial Planner (CFP) Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry.
FPSB India is the principal licensing body that certifies the CFPCM/ AFP Certification Education program in India. CFPCM, CERTIFIED FINANCIAL PLANNER and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd., and FPSB India is the marks licensing authority for the CFPCM marks in India, through agreement with FPSB.
- To enroll for CFPCM Certification the minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
- To qualify as a CFPCM Certificant the minimum requirement is to clear all modules and:
- Graduation Degree (Any field) + 3 years Work Experience
or
- Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field
- To qualify as an Associate Financial Planner (AFP) the minimum requirement is:
- Clear any one Module of the CFPCM Certification
- Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
Classroom Training:
130 Hours of Classroom Training, Study Materials, Online Mock Test
Facility (5 Mock Test / Module), Placement Assistance.
Documents Required:
3 Photographs, 10+2 Certificate/Graduation Certificate or Mark Sheet with attestation
Smile Education Pvt. Ltd. is an authorised Education Provider of the CFPCM Education Program of the Financial Planning Standard Boards India (FPSB India).
3 pathway of completing this course
- Distance Learning Mode : This includes course Material and access to online portal for CFPCM course
- Classroom Training : This includes complete classroom training of the course which includes 140 Hrs of training for all the modules + Course Material + Online assistance. The training for all the modules is done in 8 months.
- Challenge Status : This includes 10 days of regular classroom training along with discussion of all sample case study.
CFPCM Certification Education Program Syllabus
- Module I - Introduction to Financial Planning
- Module II - Risk Analysis & Insurance Planning
- Module III - Retirement Planning & Employees Benefits
- Module IV - Investment Planning
- Module V - Tax Planning & Estate Planning
- Module VI - Advanced Financial Planning
Classroom Training:
130 Hours of Classroom Training, Study Materials, Online Mock Test
Facility (5 Mock Test / Module), Placement Assistance.
Documents Required:
3 Photographs, 10+2 Certificate/Graduation Certificate or Mark Sheet with attestation
For Further details Pls Contact on any below given nos:
+91 22 3222 3451 / +91 22 25645610
+91 98677 31152
+91 9167235446 /7/8/9