Knowledge makes the difference««

.What is Financial Planning.. Developing. ? ‡ It is a process through which the planner helps individuals to quantify their goals and then chalk out strategies to achieve them. Implementing & Monitoring the financial plan of a client. Data Gathering. ‡ It is a step by step process that includes Engagement. ‡ The strategies are Client Centric and are Holistic in nature. Analyzing.

. To become RICH .Why is Financial Planning important .. .

one needs a strategic Financial Plan« . .. To Accumulate Wealth.. or You can ACCUMULATE it.. You can INHERIT it .. You can get a WINDFALL.There are 4 ways of gaining wealth: ‡ ‡ ‡ ‡ You can MARRY it .

CFPCM professionals work in every segment of the financial services industry (Banks. AMC¶s. Wealth Management Companies.CFPCM is the only internationally recognized Financial Planning designation. Brokerage Houses etc. The CFP mark is rated as the ³Gold Standard´ by the µWall Street Journal¶.) .

Sound financial advice. 2) Large number of new products due to opening of markets and customer demand. Why NOW? 1) Higher disposable incomes.Financial Planning . hence the need of specialists. 4) Market is flooded with Product Pushers. 3) Complexity of products. the need of the hour. .

Why earn CFPCM designation? ‡ The CFP credentials sets you apart from other financial advisors & places you at the forefront of the development of the financial planning profession in India & abroad. ‡ Intensive education process provides superior Financial Planning skills & knowledge resulting in increased client satisfaction & client retention. .

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have substantially shifted their banking operations to Wealth Management and Investment Advisory services.Employment Opportunities ‡ CFPs are well recognized in 23 countries across the globe & are the preferred recruits for 50 charter members of the Financial Planning Standards Board. Bank of Baroda etc. ‡ Public Sector Banks like SBI. ‡ Most of the foreign banks like Deutsche Bank. . have also entered in Wealth Management in a big way. HSBC. Citi Bank etc. India.

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Reliance Money set up by Reliance group.Growth of Financial Planning Companies: Anagram Securities. iTrust set up by Harvard and IIM Graduates. set up by Lalbhai Group of Gujrat. Religare set up by Ranbaxy. Capital League Wealth Management set up by 2 ex-HSBC ladies (all women organization) ‡ Thousands of many such companies across the country. Birla Sunlife Wealth Management set up by Aditya Birla group. ‡ ‡ ‡ ‡ ‡ ‡ ‡ . Ameriprise set up by American Express.

Experience 4.How do I get CFPCM certification «. Education 2. Ethical Standards .. Examination 3.? ‡ Complete the 4 E¶s 1.

CFP Curriculum 1) Introduction to Financial Planning* 2) Risk Analysis and Insurance Planning 3) Retirement Planning and Employee Benefits 4) Investment Planning 5) Tax & Estate Planning 6) Advanced Financial Planning .

. All examinations are held online.Enrolment and Examination Procedure Step 1 : To get yourself on the Path to CFP you have to Enroll for the program with International College of Financial Planning (ICOFP). India through ICOFP. Examinations are held round the year after a prescribed lock-in period of 60 days from date of registration with FPSB. India s first and the best education provider. Step 2 : In all there are 5 examinations which are conducted at NSE centers by FPSB. India.

Why ICoFP? ‡ Launched in 2002. the International College of Financial Planning (ICoFP). a charter member of FPSB.500 students with an enviable passing ratio of over 85%. . Banking. Since inception ICoFP has taken its role of the market pioneer in an evangelical manner that has often put us on the forefront of innovating curriculum. USA. is India s finest financial services super speciality finance college with an exclusive curriculum devoted to Finance. ‡ We have a strong student base of over 5. a group company of Bajaj Capital. ‡ ICoFP has grown with a commanding 90% market share of the Indian market for the Certified Financial Planner (CFP) course under the agies of Financial Planning Standards Board (FPSB) of India. books & teaching methodology that has arguably become the benchmark for financial services education in India for working professionals & those aspiring to enter the competitive financial services industry. Insurance & the Research of Equity Markets.

a unique step by step guide to start your study and also contains important examination questions. 3) Financial Planning Calculator. 6) Online faculty support to answer your doubts by E-mail. ) Mock Test. .Deliverables from ICOFP 1) Easy to understand and comprehensive study material for each module. 2) Workbooks containing exhaustive question bank developed on exam pattern. a unique online tool that simulates the actual exam. 5) Online Review Guide.

000/.000/- .) Rs.(at ti e f ad issi ) + Rs.12.Fees Structure.22.000/.CFP (Self Study) Lu su I stall e t ( ti 1) Rs.(after 2 ths/ bef re r curi g the ext set f b ks.12.

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Give your resume the power of CFP certification & become a globally accepted finance professional. .

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