Certified Financial Planning Course

What is CFP – Certified Financial Planning Course?

CERTIFIED FINANCIAL PLANNERCM Certification (CFPCM) is a mark of excellence in financial planning, investment education, and ethics, and is awarded to professionals who meet these criteria. The Certified Financial Planner Board of Standards (FPSB-US) has certified the CFP course. The course is recognized in 26 countries worldwide. From April 1, 2019, the CFP certification programme in India will be operated directly by FPSB Ltd, situated in the United States.

Personal finance is the focus of the Certified Financial Planner course. CFP is concerned with how well we can manage an individual’s finances by achieving his or her goals from time to time in life.

Students must learn a lot about six topics during the course:

1. Introduction Financial Planning
2. Risk Analysis and Insurance Planning
3. Retirement Planning and Employee Benefits
4. Investment Planning
5. Tax Planning and Estate Planning
6. Advance Finance Planning

Because there is a shortage of competent professionals in personal finance in India, CFP courses are in high demand these days. This certification has been completed by fewer than 5000 candidates. In comparison to other emerging countries, the growth of HNIs (high net worth individuals) is extremely rapid. As a result, the breadth of financial planning is expanding year after year.

Students who complete the CFP program can pursue a career in banking and financial services or establish their own business in this field.

The Wealth Management Basic Certification

The Basic courses are intended for those seeking Entry-Level Positions in wealth management and financial advisory. The goal is to build a strong foundation in investment concepts and products, as well as to understand the process of goal-based financial planning and asset allocation.

Register For Our Certified Financial Planning Course

Modules Covered

  1. Introduction Financial Planning
  2. Risk Analysis and Insurance Planning
  3. Retirement Planning and Employee Benefits
  4. Investment Planning
  5. Tax Planning and Estate Planning
  6. Advance Finance Planning

Who Can Join?

  1. Undergraduates
  2. Graduates
  3. Post Graduates
  4. Mgt students BBA / MBA
  5. Anyone looking to make a career in the banking sector

What You Will Get After Joining?

  1. Financial Calculator FC -200V
  2. Study Material – 6 Books
  3. Live Case Studies Paper
  4. Live Classes
  5. Offline Assistance for Exam Preparation
  6. Placement Assistance

Where you will Get Job After Completing?

    1. Banking Industry
    2. Finance Industry
    3. Corporate Banking
    4. Educational Institute
    5. Crediting Administration
    6. Auditing Department
    7. Credit Department

Designation Expected After Courses

  1. Admin Officer
  2. Asset Manager
  3. Business Analyst
  4. Cashier / Teller
  5. Customer Services Manager
  6. Equity Research Analyst
  7. Investment Banker
  8. Investment Analyst
  9. Loan department
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