Challenge Status CFPCM:
| Experience Criteria |
No. of Years |
| Working experience in financial services industry |
3 years |
| Self employed |
5 years (For full details refer www.fpsbindia.org) |
Course Description:
This course is for seasoned professionals in the financial services industry wanting to progress to CFPCM certification. 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 for purposes of understanding how the external environment might affect the individual. The
CFP curriculum exposes candidates to many of the topics (i.e. risk, asset pricing models, valuation,
security types etc. These topics enable the CFPCM to take a big picture approach that is necessary for
preparing a comprehensive personal financial plan.
Course USP:
Customized study material for challenge status CFPCM certification. On registering
through GOLS, We provide you:
- VBT™ (Video Based Training™)
- WBT (Web Based Training) of Module 6
- Mock Tests (Module 1 to 5)
- Regularly added case studies by CFPCM practitioners
- Online faculty support
Pre-requisites:
Candidates who are graduates from a recognised university and having the following
additional educational qualifications or equivalent are eligible under the challenge status programme.
Required Additional Qualifications:
CA / CS / ICWA / CAIIB / LLB / Post Graduate in Economics,
Commerce, Mathematics etc. (For full list refer www.fpsbindia.org)
Target Market:
This course is for seasoned professionals in the financial services industry wanting to
progress to CFPCM certification.
Course Outcome:
- Expertise and credibility as a qualified professional in personal finance.
- Credentials demonstrate trust among the financial consumers.
- Global benchmark for competency, ethics and professional practice standards to provide
comprehensive Financial Planning services.
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