A career choice

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MBA

CA

CS

CFA

CFP

OTHER UNAIDED COURSES

BANKING MFM

Options to get a Good Job…

To get to the C Class….

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Experience

Performance

Qualification

Check Points…

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International RecognitionIndustry Recognition Flexibility of studies Duration of qualification Success Ratio

International Recognition…

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North America

South America

Europe

AsiaSouth East

Australia

Global Recognition for CFPCM Program…

AustraliaAustriaBrazilBelgiumCanadaChinaChinese TaipeiFranceGermanyHong Kong IndiaNetherlands

Indonesia Ireland JapanMalaysiaNew ZealandRepublic of KoreaSingaporeSouth AfricaSwitzerlandUnited KingdomUnited States of America

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Industry Recognition…

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The following companies have resolved that they will give first preference to CFPCM Certificants in recruitment

Flexibility & Duration…

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MONTHS

TO

YEAR

PART TIME COURSE

MULTIPLE CHOICE EXAMINATION

3lahk CFP's Required

2500 CFP's

3,00,000 CFP’s Required

2500 CFP’s in India

Demand – Supply Analysis

When to retire?

Help me buy a car

Forgot to pay Insurance

Premium!!!

No idea how to claim for

hospitalization

Forgot to File Tax

Is my loan too expensive?

How much to save for

daughter`s marriage?

It is a MYTH that only rich people need Financial Planning/Wealth Management

Where is the Aam Aadmi Today?

What The Media Has To Say…

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“ONE CERTIFICATE MULTIPLE CAREER OPTIONS” Banking Investment Advisory services Life and General Insurance Mutual Funds Stock and Security Brokers Tax Consultancy Fund Managers / Portfolio Managers Provides much wanted ‘Credibility & Competency’ as a Financial Planning Practitioner.

Career Opportunities for CFPCM Certificants

• 100 % Placement Assistance

• Assistance in Resume Making

• Grooming for Interviews

Placement Assistant

Income – Expenditure = Savings

Example…

Income – Savings =

Expenditure

Level Job Profile Qualification / Experience

EntryTrainees and executives with Wealth Management Firms, Banks and Product Distributors

Pursuing CFPCM certification + Graduate Fresher

MiddleRelationship Managers, Wealth Managers, Financial Planners/Advisors,

Passed CFPCM + Work Exp. Of 1-2 years

SeniorFunctional Heads like Retirement Specialists, Tax Specialists , Business & Regional Heads

CFPCM certificant with more than 3 years of work exp. & other prof. qual.

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• Finance– Extremely Vast (Much beyond Stock Markets, etc)

• Planning– Required when there is scarcity of something

• Academy– Place for preparatory study/training in a specific field

Financial Planning Academy…

THANK YOU