CFP certification (CERTIFIED FINANCIAL PLANNERCM – CFP CM)
CERTIFIED FINANCIAL PLANNERCM Certification is an internationally recognised certification (across 23 countries) as the highest certification in the Financial planning industry. The CFPCM mark is rated as the ‘Gold standard’ by the Wall street journal. Financial Planning is rated as No.1 career choice in USA* (ahead of CA & CFA)
*source : Jobs rated Almanac
FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB, Denver, USA. With over 1,00,000 CFP certificants across the world and only about 900 in India, this course is the most sought after course today. The CFPCM certificants are in demand in Banks, Insurance companies, Asset management companies, Wealth management companies, Mutual fund houses, Private equity firms, Stock broking companies, Investment consultancy firms, etc… There is also a huge potential if you want to start your own practice.
The syllabus covers all aspects of personal finance. The modules are:-
Module 1: Introduction to Financial Planning
Module 2: Risk Analysis & Insurance Planning
Module 3: Retirement Planning & Employee Benefits
Module 4: Investment Planning
Module 5: Tax Planning & Estate Planning
Module 6: Advanced Financial Planning
Online Exams will be conducted for Modules II to VI only (all objective questions)
Candidates aspiring to become CFP Certificant have to register themselves with FPSB India. VIFS is a Professional training institute providing complete training and guidance facilities to the students. There are two pathways available i.e., Regular Pathway & Challenge pathway. Candidates having specified qualifications have an option of applying through Challenge Status pathway wherein they can complete the course in a shorter span of time.
VIFS provides training as per syllabus laid down by FPSBI for candidates enrolling both through Regular pathway & Challenge pathway. Candidates will be provided intensive training by practicing Certified Financial Planners. Support like handouts and workbooks will also be given.
In-house training for corporate employees is also provided wherein our faculty visits the corporate premises making the training process very convenient to the employees.
CFP for IFA’s Click Here
For further details contact:
Office: +91 95510-60808
Opinion from a Leading Financial Planner: