Certified Financial Planner

CERTIFIED FINANCIAL PLANNER Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification - CERTIFIED FINANCIAL PLANNER Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. CFP Certification is the highest level of Certification worldwide in the field of Financial Planning with over 162000 CFP Certificants widely respected by consumers, professionals & industry. The number of CFP professionals in India stands at 1,910 as on 31 December 2015.

 

WHY CFP CERTIFICATION

 

Supported, recognized and promoted by 44 Charter Members and other employers engaged in financial planning services, looking for competent and ethical financial planning professionals.

An industry and employment-oriented certification which is rated as "One of the Best Jobs" by U.S. News and World Report, 2012.

Rated amongst the Top 20 Jobs' on the basis of five key areas: Work Environment, Physical Demands, Job Outlook, Income Levels and Stress by Career Cast in 2014.

The most recognized and respected financial planning certification in 26 countries.

Rated as Gold Standard by Wall Street Journal in 2006.

Ideal for self-employment. Financial planners can start their own practice as an entrepreneur.

Highly sought after certification by BFSI industry as it provides credibility with customers seeking trustworthy assistance.

Enables qualified individuals to provide clients with a holistic approach to achieving their financial and life goals.

 

BENEFITS OF CFPCM CERTIFICATION

 

Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.

Personal satisfaction of achieving the Financial Planning profession's highest standard and met the global benchmark.

Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.

Your expertise and credibility as a qualified professional is instantly communicated.

More revenue streams by increasing your product and service offering to your clients.

Enhanced Social Status by joining the league of professionals.

Recognition in more than 26 countries across the world.

Your credentials demonstrate trust among the financial consumers.

You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services.

You join the global league of the best Financial Planning professionals.

Quick Look

  • Course Structure Open or Close

    CFPCM MODULES

    Module 1 Introduction to Financial Planning
    Module II Risk Analysis & Insurance Planning
    Module III Retirement Planning & Employees Benefits
    Module IV Investment Planning
    Module V Tax Planning & Estate Planning
    Module VI Advanced Financial Planning

     

    FORMAT OF CFPCM EXAMINATION

    Module Name Testing Exam Exam Composition No. of items Marks Categories $
    Module I* Introduction to Financial Planning NA NA NA NA
    Module 11 Risk Analysis & Insurance Planning Exam 1 Module I - 20% Module II - 80% 77 1,2,3 & 4
    Module III Retirement Planning & Employee Benefits Exam 2 Module I - 20% Module III - 80% 77 1,2,3 & 4
    Module IV Investment Planning Exam 3 Module I - 20% Module IV - 80% 77 1,2,3 & 4
    Module V Tax Planning & Estate Planning Exam 4 Module I - 20% Module V - 80% 77 1,2,3 & 4
    Module VI Advanced Financial Planning Exam 5 Case Study # format 2 Case Studies/ 30 items 2,3,4 & 5

     

    TESTING METHOD

    The format of CFPCM examination conducted by FPSB India is objective Multiple Choice Questions (MCQ) in a Computer-based Testing (CBT). All questions are designed to have a question body with 4 alternative options.

    Exam Duration:

    Exam 1-4: Two (2) hours each for Exam 1, Exam 2, Exam 3 and Exam 4

    Exam 5: Four (4) hours

     

    GRADING SYSTEM

    GRADE SCORE(PERCENTAGE)
    A Equal and above 75%
    B Equal and above 60% and less than 75%
    C Equal and above 50% and less than 60%
    Fail Less than 50%

     

    MODULE-WISE TRAINING HOURS

    Module Number Module Name Training Hours
    Module I Introduction to Financial Planning 22
    Module 11 Risk Analysis & Insurance Planning 22
    Module III Retirement Planning & Employees Benefits 22
    Module IV Investment Planning 22
    Module V Tax Planning & Estate Planning 26
    Module VI Advanced Financial Planning 16
      130

  • Course Fees Open or Close

    The course fee payable to iLEAD for Training, Books & Workbooks is Rs. 35,000/-.

    This Fee excludes the Fee payable to FPSB India towards Registration, Journal, Examination & Certification. The details are given below:

          Registration cum Financial Planning Journal - Rs. 16,385/- including GST

         Examination Fee payable to NSE India - Rs. 3,540/- for each Exam 1/2/3/4 & Rs. 7,080/- for Exam 5 including GST

         Certification cum Documentation Fee - Rs. 7,080/- including GST

     

    Note: FPSB India Registration Fee, Examination Fee and other applicable fee (if any) are subject to change at the discretion of FPSB India.

  • Placement Open or Close

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