plan your financial career with our guidance - … all examinations are facilitated by nse and...
TRANSCRIPT
INDEX
Awards and Accolades
CMBenefits of CFP Certification
CMDemand of CFP Professionals
Job Opportunities and Pay Scale
Charter Members of FPSB India
CMPathway to CFP Certification
Our Program Offering
The Key Differentiators
Awards and Accolades
ECONS Education Summit And Awards
April 2016
Best Placement Institute in Banking
March 2017
Indian Education Congress
March 2016
Best Learning & Development Program
June 2016
Best Vocational Training Institute
May 2016
Best Banking Training Academy
March 2017
®
CMDemand for CFP Professionals
• Banking
• Wealth Management Companies
• Stock Broking Firms
• Investment Advisory Services
• Financial Planning Services
• Life and General Insurance
• Accounting and Law Firms
• Asset Management Companies
• Credit Counseling Organisations
UNLOCKTHE GREAT
CAREER OPPORTUNITY
CMIn India, CFP recipients are in high demand in the following fields:
Job Opportunities and Pay Scale
Levels
Entry Upto INR 3Lacs
Sales Managers, Relationship
Managers, Wealth Managers,
Financial Planners / Advisors,
Investment / Insurance
Advisors
INR 4 to 8 Lacs
Pathway Regular Challenge Status
Education A candidate must be a CA /
Intermediate level, CFA
(US), ICWA, CAIIB, CS, LLB,
Ph.D, M.Phil, PG, Licentiate
/ Associate / Fellowship
of Life Insurance, Actuary,
FFSI & FLMI from LOMA,
Civil Service Examinations
by UPSC
Examination Advanced Financial Planning Exam 5
Experience CMEither pre or post CFP examination (3
years for graduates & 5 years for non-
graduates)
Ethics Signed Declaration for adherence to FPSB India’s Code of Ethics & Rules of
Professional Conduct
CMCandidate is authorised by FPSB India to use CFP i.e. CERTIFIED CMFINANCIAL PLANNER ,
* All examinations are facilitated by NSE and conducted online on NCFM platform on NSE’s
examination centres and other NSE networked sites throughout India.
®
Establishing Client Planner Relationship
Analyse Client Objectives, Needs & Financial Situation
Developing the Financial Plan
Implementing the Financial Plan
Monitoring the Financial Pla
Advanced Financial Planning6
•Risk Return Analysis
•Mutual Funds
•Derivatives
•Asset Allocation
•Investment Strategies
•Portfolio Construction & Management
•Regulation of an Investment Advisor
Investment Planning4
Tax Planning:
• Income Tax Computation
• Capital Gain & Indexation
• House Property
• Deductions & Allowances
• Non Resident Indian Tax Laws
• Tax Management Techniques
Estate Planning:
• Wills, Trust, Indian Succession Act
• Power of Attorney
• Joint Ownership of Property
Tax and Estate Planning5
• Financial Planning Process
• Client Interactions
• Time Value of Money Applications
• Personal Financial Statements
• Cash Flow and Debt Management
• Asset Acquisition
• Education Planning
• Overview of Risk Management
• Investment Planning
• Retirement Planning
• Special Circumstances
• Plan Integration
• Ethics and Business Aspects of Financial Planning
Introduction to Financial Planning1
• Risk Management and Insurance
• Decisions in Personal Financial Planning
• Identifying Client’s Exposures to Morality, Health,
• Disability, Property, Liability and
• Long Term Care Risk is Emphasized
• Selecting the Appropriate
• Risk Management Technique
• Insurance Pricing
• Various Insurance Policies & Strategies:
General Insurance•
Life Insurance•
Motor Insurance•
Medical Insurance•
Insurance of Business Risk Regulation of•
Insurance Industry
Risk Analysis and Insurance Planning2
• Retirement Need Analysis Techniques
• Development of Retirement Plans
• Various Retirement Schemes such as:
Employees Provident Fund (EPF)•
Public Provident Fund (PPF)•
Super Annuation Fund•
Gratuity•
Other Pension Plans, Post-retirement •
Counseling
3
®
Our Program OfferingRegular Pathway
• 175+ Hours of Core Practical Learning
• 24X7 Live online LMS for doubt solving with a validity of 3 Years
• Exhaustive Online Courseware
• Case Studies with Mock Tests
• Online Mock Tests
• Flexibility to attend missed classes based on class schedule
Duration: 5 to 6 months
Challenge Status Pathway
• Study Material: Orientation Book, Concept Book, Case Study Book
• 30+ Hours of Core Practical Learning based on Case Studies
• Doubt solving / Faculty Interactions
Duration : 2 Months
Add-Ons for Both Pathways
• Advanced Excel from Financial Planning Perspective
• Financial Plan construction training by an Industry Expert
• Guest Lectures by industry Experts
®
WHY CHOOSE BANKEDGE?
■ The Best in class curriculam
Experience Faculty Members■
Practical exposure to Financial Planning Industry■
with the help of empaneled Financial Experts
24X7 LMS Support with validity of 3 Years■
THE KEY DIFFERENTIATORS
CM