Upgrade IF P| your Credentials a CFP™ Certification Education ProgrammeLEARN CREATE INNOVATE ACHIEVE ACCELERATE About IIFP ‘The Indian Institute of Financial Planning (IIFP) has been Al established under the auspices of the Kush Education Society which was founded in the year 2001 to impart education in various disciplines, IIFP is a niche institute dedicated to programmes in Financial Planning and Wealth Management. IIFP is accredited to the Financial Planning Standards Board India for CEP™ (CERTIFIED FINANCIAL PLANNER™) Certification Education. IFP is credited with a successful track record in promoting the CFP™ mark in the country and invariably facilitating a success rate of 60-70 percent to its students in all examinations since its inception, All this is ensured with excellent faculty support and world class practice-oriented study material.Challenges for a Financial Planner “Understanding productive assets! risk-return profile, assessing clients needs and coaching clients to move their wealth to such productive assets are the various challenges that CEP™ Certification prepares us for! Rising to the challenge ana proving worthy of itis now in our hands, There is no paucity of demand and rewards for someone who rises to the occasion!” ‘Mr Shailesh Haribhakti Erstwhile Chairman of FPSB India £m CFP. CFP™ Certification is a highly prestigious qualification in the arena of wealth management across the globe. The CEP™ mark is rated as the Gold Standard by the 'Wall Street Journal’ ‘The CEP™ Certification process is administered in India by the Financial Planning Standards Board India, ‘The CFP™ Certification process was introduced in 1972 in the US and it has since become the most popular Financial Planning credential in the world. ‘Today this certification is recognized and accepted in more than 22 countries around the world, There are presently more than 120,000 CFP™ designates spread across the globe and the number is growing. The demand in India is estimated at more than 50,000 CFP™ certificants and presently there are a little more than 1000. A CFP™ Certification is a well sought after qualification for the Financial Planning and Investment Advisory profession. A CFP™ certificant is a financial specialist whose principal role is to educate clients, act as their guide and philosopher, and to provide them unbiased advice for meeting their needs and aspirations. The candidate must be a 10+2, but the certificate is awarded only on completion of graduation from a recognized college/ university. The student must register with IIFP (an FPSB India authorized education provider) to get the study material and faculty support (along with the option of classroom teaching) and register with FPSB India as a student member. Work experience is not mandatory at the time of registration but 3 years of relevant work experience in the financial sector are required to get the final certification. To become a CEP™ certificant, one has to clear all the exams. The minimum time in. which one can finish this course is between 2 and 5 months. To obtain CFP™ Certification, one should satisfy the 4 Examination, Experience and Ethics. FPSB India a total of 7 years to complete the programme, 's of Education, lows the candidateCFP™ Curriculum The CFP™ curriculum is internationally followed by all education providers for CEP™ Certification. More than 100 universities in the United States offer this program in distance Jearning and class room modes. The curriculum consists of six modules. Module 1 Introduction to Financial Planning This module is comprehensive and offers a complete overview of the Financial Planning process. It focuses on a globally accepted six-step Financial Planning process: general principles of cash-flow planning, budgeting, legal aspects of Financial Planning, and particularly time value of money, Module 2 Risk Analysis & Insurance Planning This module examines the principles of Risk Analysis & Insurance Planning to identify a client's risk exposure and accordingly select appropriate risk management techniques. The module reviews basic insurance products, pertaining to both general and life insurance; analyzes various insurance needs, such as medical, disability, life and general insurance, and finally determines the type and amount of insurance best suited to the client's situation and needs. Module 3 Retirement Planning & Employee Benefits This module assesses the significance of retirement planning, teaches analysis techniques, review of employee retirement benefits (such as EPE, PPE, Superannuation Funds, etc.), and the process to be adopted while developing a retirement plan. It focuses on imparting appropriate skills to students, therel enabling them to identify the retirem: needs of a client and to recommend appropriate retirement solutions for a happy and tension-free retired life. ent Module 4 Investment Planning ‘This module trains students in understanding the client's investment needs and risk appetite, and providing suitable solutions aimed at wealth creation. It reviews all categories of investments, client evaluation methods and economic factors, risk and return analysis, valuation techniques, asset allocation procedures, and portfolio performance assessment. Module 5 Tax & Estate Planning This module aims to enhance a student's knowledge in the realm of personal taxation and tax planning by providing a synopsis of key tax components, The Estate Planning sub-module introduces students to the process of developing an estate plan, including the assessment of important techniques of estate planning such as wills, gifting schemes, powers of attorney and joint property ownership. Module 6 Advanced Financial Planning ‘The final module builds upon the knowledge gained in the previous modules and incorporates all aspects of personal finance that are vital for developing a comprehensive financial plan. Students are taught the necessary steps for collecting and evaluating client data, developing, recommending and executing appropriate strategies, and also important aspects related to the ongoing monitoring and evaluation of financial plans.Course Model Classroom mode with option of weekend and weekday classes. Distance Learning mode with faculty support through email for problem-solving The CFP™ Certification Programme can be pursued both, as a classroom programme or by distance learning mode. In both cases, the participants gain from TIFP’s unique edge in the domain of finance education, Deliverables Crisp, easy-to-understand course material duly vetted by FPSB India, as well as Mr Niamatullah, CFP™ (IIFP’s Programme Director), a pioneer who has been associated with the CFP™ movement since its very inception. Workbook with a question bank consisting of 400 examination- based questions and solutions for each module, Smart Study Series (a step-by-step guide on how to approach each module which also contains important questions to check a candidate's level of competency in that particular module) Dedicated in-house faculty team and excellent online faculty support for problem-solving through email Financial Calculator, a proven tool for Financial Planning, is an important deliverable. About 5 months of weekend classes (30 hours for cach of the first five modules and 10 hours for the sixth module) Online Review Guide, a simulated online mock exam for candidates to practice the CFP™ Certification Exam before they appear for the actual test at an NS! center, All the above deliverables excepting the classroom training, FPSB India awards a certification of Associate Financial Planner on passing every examination -—~ for example if one clears Examination 1, he/ she will be awarded AFP Cert and ition (Risk Analys Insurance Planning) and on passing Examination 2, AFP Certification (Retirement Planning and Employee Benefits) and so on.Higher Secondary or 12" Pass However, barring a few exceptions, graduation is mandatory to get the CEP™ certification. Higher Secondary passed with 6 years of work experience are also eligible for CFP™ certification. Admission to the CFP™ Certification Education, Programme can be obtained by downloading the enrollment form from our website, and submitting it duly completed along with the required enclosures and prescribed fee at any one of our centers. The forms are also available at all our centers. The registration fee charged by FPSB India is valid for 1 year for clearing the first 4 examinations, and clearing the fifth examination is allowed up to the end, of the following one year with the same registration fees, if not cleared in the first year. However, if a candidate is not able to clear all or any of the examinations within the specified period, he can extend the programme up to 7 years by paying the registration fee on the expiry of the time allowed for the examinations as explained above i.e. after one year if, any of the first 4 examinations is not cleared, and after the second year if the fifth examination is not cleared, Financial Planning is one of the fastest-growing professions across the world. The opportunities for CERTIFIED FINANCIAL PLANNER™ are aplenty, with Banks, Financial Planning outfits, Wealth Management companies, Life Insurance companies, Accounting Firms and Stock Broking houses seeking professionals with such expertise and skill sets, As per recent reports, India and China are likely to have the maximum number of HNIs between 2010 and 2018. While average growth in the world is estimated at 7.1%, in India it is estimated at 8.8% during this period. Wealth Management has great potential considering the vibrant economy, and the large number of consumers with vast disposable income, “After completing my MBA, I realized that in the current market scenario you can never be sure about having complete knowledge. I felt the need to have professional and in-depth knovsledge of not one, but various fields. That was when I decided to enrol for the CEP™ Certification course and I chose IIFP over other providers. ‘The institute provides brilliant courseware and great infrastructure, and most importantly, the faculty are aces in their fields and need no introduction, ensuring that you are ready to face the challenges of today’s corporate world.” Bhavnish Parashar ‘Trainer, CitiBank NA CEP™ aspirants are required to pay FPSB India registration fees which is currently Rs 10,000 /- (Ten Thousand Only) apart from IIFP’s admission fee. All fees are subject to revision Examinations are conducted online by the NSE and allow students the flexibility to schedule their appearances as per their convenience.Why IIFP2 Get CFP™ Certification in just 5 months, Be a CERTIFIED FINANCIAL PLANNER™. on High standards of examination and practice oriented CFP™ mark is study material. rated as the Gold More than 600 students have enrolled in a short span, Standard by the reposing their confidence in the high teaching standards “Wall Street Jooral! and excellent results. A 65 percent results on an average in all examinations. More than 8 centers in major locations. Options of classroom teaching and simple distance learning with email support for the resolution of qu GLAD | JOINED IIFP “As luck would have it, ITFP happened to me by chance. One must admit that ITEP has great faculty and superb administration. The code of conduct, discipline and punctuality are all above board. Being the youngest in my class, I initially felt left out and lost, but slowly and gradually, the classes became interesting and understandable. I could barely manage to understand the terms used in class, but with the help of all my teachers, it has became easy and enjoyable, The journey has heen great so far and I am confident that it will continue to be so.” Arpita Goyal Pursuing BA (Hons in Economics), Hindu College, Delhi University(i THE INDIAN INSTITUTE OF FINANCIAL PLANNING Delhi Admissions Office 6A, Aimo Ram House, 1 Tolsioy Marg Connaught Place, New Delhi - 110 007 Tel: 011-43166700/ 01/ 02 ‘Mob: 099537 55092/ 93, 097111 62053 Campi 2€/8, 2° Floor, Jhandewalan Ext. (Near Jhendewalan Metro Sin} New Delhi - 110 055 Tel: 011-43586327/ 28 No. 35, 2" Floor, Prakash Mansion Dr. B. Ambedkar Road, Dadar (E) ‘Mumbai - 400 014 Tel: 022-65224090, 090043 91726 Chennai No. Fl, Care Team, Business Centre 98, VM Street (Behind Yellow Pages} Mylapore, Chennai - 600 004 Tel: 044-24672254 ‘Mob: 095436 56700 © RANCHI re CENTERS For registration contact@iifp. iifp 56677 ‘