Certified Financial Planner Course (CFP)
by IIFP (Indian Institute of Financial Planning)New Delhi, Bhubaneswar, Mumbai, Navi Mumbai, Ranchi, Varanasi, Hyderabad, Kochi |
| Medium of instruction: | English |
Certified Financial Planner CM Certification Education program is designed specifically for high-achieving business professionals, and career changers who are looking to enhance their education without interrupting their careers. The program’s innovative course content, faculty interaction and learning environment help you apply your knowledge and skills to problems professionals face in today’s marketplace.
Excellent faculty members expose you to cutting-edge ideas and practices that will be relevant in the current market scenario.
Some of the largest companies in financial services industry have sponsored executive-potential employees as students at IIFP.
Certified Financial Planner CM designation has become the most widely recognized, prestigious and internationally accepted Financial Planning qualification. It is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the once you have achieved CFPCM Certification, you join the prestigious league of over 1,20,000 CFPCM Certificants worldwide.
A Certified Financial Planner CM professional is one who takes a holistic view of financial life of an individual and provides him with strategic advice in regard to investment, insurance, tax, retirement and estate needs. Unlike product sellers who represent the interest of manufacturers of these products, a CFPCM Certificant works for the consumer, and does not have any particular product in mind when approaching a client.
Certified Financial PlannerCM certification in the country is administered by Financial Planning Standards Board India, an affiliate of the US based body, Financial Planning Standards Board Ltd..
Why IIFP ?
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Get CFPCM Certification in 5 months, Be a CERTIFIED FINANCIAL PLANNERCM.
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Crisp easy to understand study material .Workbooks having exhaustive question banks based on examination pattern, Online Review Guide for self evaluation and more.
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More than 500 students in short span have reposed their confidence in the institute for its outstanding performance in providing high standards of teaching across all the CFPCM Modules.
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About 60 percent results of students taking the examinations for CFPCM certification
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More than 12 centers in major locations in India
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Options of classroom teaching and simple distance learning( with faculty help through email support)
Curriculum
The curriculum, prescribed by FPSB India consists of six modules:
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Introduction to financial planning
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Risk Analysis and Insurance Planning
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Retirement planning and employee benefits
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Investment planning
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Tax and estate planning
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Advanced financial planning
Each of these modules is a self-sufficient unit and completing even one or a few of these modules can get you many lucrative job opportunities. These modules are:
Module 1: Introduction to Financial Planning – This module is comprehensive and offers a complete overview of the financial planning process. It focuses on a globally accepted six-step financial planning process: general principles of cash-flow planning, budgeting, legal aspects of financial planning and acquaints the students with concepts of risk management, investments, insurance, retirement solutions, tax and estate planning, which are covered in greater detail in the subsequent five modules.
Module 2: Risk Analysis and Insurance Planning – This module examines the principles of Risk Analysis and Insurance Planning to identify a client’s risk exposure and accordingly select appropriate risk management techniques. The module reviews basic insurance products, pertaining to both general and life insurance; analyzes various insurance needs, such as medical, disability, life and general insurance and finally determines the type and amount of insurance best suited to the client’s situation and needs.
Module 3: Retirement Planning and Employee Benefits – This module assesses the significance of retirement planning, teaches analysis techniques, review of retirement employee benefits (such as EPF, PPF, Superannuation Fund etc.) and the process to be adopted while developing a retirement plan. It focuses on imparting students’ appropriate skills, enabling them to identify retirement needs of the client and recommend appropriate retirement solutions for a happy and tension-free retired life.
Module 4: Investment Planning – This module trains students in understanding the client’s investment needs and risk appetite and providing suitable solutions aimed at wealth creation. It reviews all categories of investments, client evaluation methods, and economic factors, risk and return analysis, valuation techniques, asset allocation procedures and portfolio performance assessment. Various techniques and concepts used in portfolio construction and management are also examined.
Module 5: Tax and Estate Planning – This module aims to enhance the student’s knowledge in the realm of personal taxation and tax planning, by providing a synopsis of the key tax components. Estate planning sub-module introduces the student to the process of developing an estate plan, including assessment of important techniques of estate planning: wills, gifting schemes, powers of attorney and joint property ownership.
Module 6: Advanced Financial Planning – The final module builds upon the knowledge gained in the previous modules and incorporates all aspects of personal finance that are vital for developing a comprehensive financial plan. Students are taught the steps necessary for collecting and evaluating client data, developing, recommending and executing appropriate strategies and also important aspects related to ongoing monitoring and evaluation of financial plans. Review of the legal, ethical and regulatory issues affecting financial planners is also covered.
Duration - 6-7 Months
| Classroom - Regular | ||||
| When | Duration | Where | Remarks | Price |
| Not Specified |
7 Months |
All Venues | Not Specified |
INR 40,000 Per Course (Taxes As Applicable) |
New Delhi, Jhandewalan (Campus):- 3E/14, Jhandewalan, New Delhi - 110055, Delhi, India
Bhubaneswar, Nayapalli (Branch):- Plot No -1460, Anshuman House, IRC Village, Near Hotel: The Presidency Nayapalli, Bhubaneswar - 751015, Orissa, India
Mumbai, Dadar East (Branch):- Office no. 402, 4th Floor, Civic Center, M.M.G.S.Marg, Dadar Station Road, Landmark: Opp Sunshine Plaza, Dadar East, Mumbai - 400014, Maharashtra, India
Navi Mumbai, Vashi (Branch):- Sector-17, C-Wing, Room no. 101, Vashi, Navi Mumbai - 400705, Maharashtra, India
Ranchi, Main Road (Branch):- 2nd floor, Arjan Place Near Overbridge, Main Road, Ranchi, Jharkhand, India
Varanasi, Sigra (Branch):- A2,Vinay Kunj, 5 chandrika Nagar Colony, Sigra, Varanasi, Uttar Pradesh, India
Hyderabad, Punjagutta Circle (Other):- The Gyan Guru Inc., 1st floor, B-Block, Kanthi Sikhara Complex, Punjagutta Circle, Hyderabad - 500082, Andhra Pradesh, India
Kochi, Kaloor (Branch):- Progno Financial Planning Systems(P) Ltd 2nd Floor, RF Complex, Deshabhimani Road Kaloor, Kochi - 682017, Kerala, India
IIFP (Indian Institute of Financial Planning)
The Indian Institute of Financial Planning (IIFP) has emerged as a prestigious Centre of financial education in the country. It is industry integrated curriculum, outstanding caliber of faculty and an innovative teaching methodology that have endeared IIFP to both the students and the industry.
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Presently ,the most prominent course successfully running for last three years is an innovative industry integrated one year full time PG Diploma in Advanced Financial planning and Wealth Management.
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IIFP is successfully running MBA with accreditation from a UGC recognized University. The course is christened as MBA Plus where curriculum of PG Diploma in Financial Planning and Wealth Management will be delivered in the first year along with the first two semesters of MBA with an added option of placement and week end classes to complete the MBA.
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IIFP has also become a popular institute for doing CFPCM certification education across the country.
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IIFP has recently launched an innovative and elite finance course christened as pg diploma in investment banking incorporating the globally recognized cfa for students aspiring to make a career in corporate finance ,mergers and acquisitions and equity research. This top of the line program is not only meant for freshers but also for working professionals looking to switch to the dynamic investment banking profession.
