Certified Financial Planner^CM

CFP

The Certified Financial Planner (CFP) is a professional certification awarded by the FPSB. It is one of the most significant and internationally recognized Financial Planning qualifications.

You can read more about Certified Financial Planning^CMhere.

Who Should take this course?

The financial market is rapidly changing. With new investment opportunities and schemes being launched, it is becoming increasingly neccessary to have the requisite skills in financial planning. If you have an aptitude for numbers and financial reasoning, then this course is for you.

There are about 8000+ Stocks, 1000+ Mutual Fund Schemes; Equity, Debt, Commodities and Real Estate; Investment, Insurance, Taxation and Estate planning. If you have a skill in financial planning, you can help your client sift through these ever increasing and complex choices. You can grow wealth for your clients and for yourself by building expertise in the financial planning process.

Course Description

Proschool has both classroom and online classes to enable you for a CFP career. Our study material and practical training is based on the CFP curriculum. You can opt for a Classroom Regular, Classroom Fast Track or an Online Course module. The CFP program is taught with lot of examples to understand application of theoretical concepts. The classroom program as well as online sessions are conducted by experienced faculty from the industry. The online training sessions are conducted live by our instructor, via the web.

The following are the courses covered in the CFP program.

Introduction to Financial Planning What is overall comprehensive Financial Planning? The place, role & importance of each module in this process Holistic approach & code of ethics Personal/Intra personal communication skills required. Risk Analysis and Insurance Planning Different kinds of risks & how to manage them How does insurance works? Doctrines of insurance How the cost of insurance is determined? Rating practices in general insurance How to plan the insurance –Life stage wise? Case study Retirement Planning & Employee Benefits Need for Retirement Planning How to determine the retirement corpus & planning for it’s achievement Statutory retirement benefits offered by the Govt. / Pvt. Employees Mathematical calculation of Gratuity / EDLI / Leave Encashment / EPS 1995 / EPF/PPF Tax treatment of the above Group Insurance schemes OASIS Investment Planning Different classes of assets and their characteristics Liquid Assets & Fixed Interest Earning Securities Equity/Mutual Funds Asset Allocation Concept of Risk and Returns Derivatives Tax Planning & Estate Planning Tax Avoidance / Tax Evasion / Tax Planning Ways & Means of Taxation Planning Use of Taxation Planning in Management Decision Making Process Taxation Laws & Rules applicable to Individuals / HUF / Firms / Companies Co. Op. Soc. Etc. Advanced Financial Planning How to make a Full Financial Plan of an Individual

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Proschool Advantage

Proschool has trained over 6,000 industry practitioners and emerged as the most preferred education providers for financial planning. With the best study material, quality training and flexible training options we are best placed to help you get qualified for the CFP exam.

Proschool has a online CFP interaction page on Facebook where you can join and discuss your studies, your progress and also find relevant information about CFP jobs, CFP programs, CFP careers etc.

Requirements

Academic: Graduation in any discipline

Technical: Online participants in this course would need a computer, an internet connection, headsets and a mic.

How to Enrol for the Program?

You can Enrol Online OR download the Application Form from here [Download Application Form] OR obtain the same from your nearest Proschool centre and submit the duly filled Application Form along with the following documents to Proschool Centre (Mumbai or Pune) where you would like to attend the program.

i. Two passport size colour photographs.
ii. Self-attested photocopies of the highest qualification till date.
iii. The payment has to be made by Demand Draft. The DD should be drawn in favour of “IMS Proschool Pvt Ltd.” payable in Mumbai.
iv. Those applying for waivers, need to attach the supporting documents for the waiver

Note: 1) Proschool reserves the right to accept or reject any application without assigning any reason thereof.
2) Incomplete application forms or application forms which are not accompanied with relevant documents will not be processed.

To know more about our course and cost click here.

Certification

You can read more about CFP here

Disclaimer:
CFP^CM, CERTIFIED FINANCIAL PLANNER^CM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP^CM marks in India, through agreement with FPSB.