CFP – Certification program on Financial Planning – Examination, certification and membership with FPSB • FPSB stands for Financial

Planning Standard Board, India an official body who look after the cases of CFP in India. They are sole responsible for any results about CFP. Head quartered at US, Denver and having presence all over India. Authorized official body of influencing certification program of Financial Planning.

RNIS – Ritu Nanda Insurance Service, established in the year of 2001 and serving the student community for the purpose of giving quality FINANCIAL PLANNERS for INDIA. ISO certified organization and having 82 centers across India, Head office based at Delhi. For your information Ms. Ritu Nanda is daughter of famous bollywood star, Mr. Rajkapoor and now she is mother in law of the only daughter of national icon Mr. Amitabh batchan. Also having one more unit of ESCOLIFE, primarily into the segment of training provided to candidates who are qualifying for IRDA examination. We got tremendous track record of training to all the Insurance companies in India. As a support system for CFP, RNIS is having well infra structured and set up with state-of-the heart technology for conducting classes for the modules of CFP. We have highly qualified faculties who are sincerely dedicated to assist and teach the students on financial planning certification process. All of our faculties and well experienced and CFP certificants, who can provide the training for the students. There are totally five modules, Like as follows: 1. Introduction to Financial Planning – Examination exempted, but basic to start and contents of this have been merged to rest of the modules, mandatory to prepare and combined in all other subjects. 2. Risk Analysis and Insurance Planning – Identifying risk factors, handling insurance as an investment and protection against unexpected peril. 3. Retirement Planning and Employee Benefits – Basics of retirement, cautions of planning retirement, different concepts related to Retirement and advantages of PPF and other savings.

4. Investment Planning – Considered as vital module from other but no so that rest are will not be useful but since it is discussing more on investment it gives you an idea of planning your investment. 5. Tax Planning and Estate Planning – Becomes basics again, identifying tax effects towards your investment, different tax systems by government, tax benefits and tax return rate and Estate planning, giving details on will, power of attorney and assets. 6. Advanced Financial Planning – Final module to pursue CFP certification, eligible only after clearing above modules, assessing knowledge gained previously and applying to real life persons as a case study. The above exams mentioned will be conducted in NSE ( NSE Centres ) office, examination mode is online, type of questions are objective and subjective for final module 6. Module 2 – 5 are having same duration of 2 hours for exam and Rs.2000/charged per exam, payment can be online or offline. The examination seats will be reserved according to the availability of the day. Visit to register yourself as a student and obtain NCFM number, this number will be used as your roll number for all your examinations. The examination fee for the final module is Rs.5000/- will not be reimbursed if not able to clear at one time and cannot be used for next examination. FPSB total fees: 1. Rs.10000 ( Ten thousand – as student membership fee and valid for one year) payment as DD only favoring in the name of “ Financial Planning Standard Board, India” payable at Mumbai.

Total fees payable to FPSB, India

Then Rs.2000 as exam fee so 2000*4 = Rs. 8000 Final module Student membership Total fee of FPSB,India thousand only ) RNIS total fees: = Rs. 5000 = Rs.10000 = Rs.23000 ( Twenty three

Education provider fee varies according to the type of industry, type of corporate and no of registration. Approximately fee varies from Rs.40, 000 to Rs.100000 ( according to the decision of RNIS chief ) The mentioned fee is inclusive of : supplying of book material, workbook, 25 hours of classroom training theory and practical to each modules mentioned above, final module will be involving in discussion of solving case studies. So 25 hours * 5 = 125 hours of total time we spend on discussing about the subjects. The fee once paid and will not be refunded under any circumstances ( Both RNIS and FPSB fee ) CFP – Certification is globally recognized and preferred by leading corporate an key players in financial segments. CFPcm – mark can be used by successful person only after having eligibility criteria. LOGO CFP LOGO can also be used for life time, FPSB board requires candidates to having frequent touch of the subjects and concepts, so there is a provision of “CONTINUIING EDUCATION” the board giving points system for any kind of activities taken by candidates towards the fulfillment of criteria. This indirectly tells us to have continuing touch with concepts and knowledge.

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