Certified Financial PlannerCM:
| Instalments |
| Down Payment* |
Rs 10,000 |
| 2 Monthly Instalments** |
Rs 5,250 (each) |
| Total |
Rs 20,500 (Rs 10,000 + Rs 5,250*2) |
*Payment to be made at the time of enrolment.
**First installment + Down payment due before start of the
course. subsequent installment payable after 30 days of previous payment. Please note all installment
payments to be made via post-dated cheques in advance at the time of enrolment.
| Eligibility Criteria |
| Qualification |
Work Experience in Financial Sector |
| 12th pass or equivalent |
6 years |
| Graduation |
3 years |
Course Description:
Certified Financial PlannerCM 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, recognised and respected by the global financial community. This online course, first of its kind in India, provides quality learning experience through rich blend of Web Based Training (WBT), Video Based Training™ (VBT™), Live Virtual Classroom (LVC), Assessâ„¢ Online mock tests, Case Studies presented by CFPCM and online chat and discussion board support.
Course Objective:
Certified Financial PlannerCM (CFPCM) focuses on the major areas of financial
planning necessary for a comprehensive approach to individuals. CFPCM requires knowledge
of broad concepts of understanding how the external environment affects an individual. The
CFPCM curriculum exposes candidates to many topics like risk, asset pricing models, valuation, security
types etc. These topics enable the learner to take a big picture approach, necessary for preparing a
comprehensive personal financial plan.
Course USP:
Online-training experience through a rich blend of Web Based Training (WBT), Video
Based Trainingâ„¢ (VBT™), Live Virtual Classroomâ„¢ (LVC), ASSESSâ„¢ Online mock test and Online chat
and discussion board support
Target Market:
- New entrants to the financial services industry.
- Students with qualifications like B.Com / M.Com / MBA / MMS / PGDBM / CA / CS / ICWA etc.
- Professionals with interest in financial planning/ wealth management/ corporate finance/ portfolio
management / equity research.
- Current professionals working in Banks, PMS, Brokerage houses and financial service firms.
Course Outcome:
- Expertise and credibility as a qualified professional in personal finance.
- CFPCM Certification evokes trust among the financial consumers.
- CFPCM is a global benchmark for competency, ethics and professional practice standards to provide
comprehensive Financial Planning services.
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