certified financial planner certfication presentation final

7/29/2019 Certified Financial Planner Certfication Presentation Final

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Ambition LearningSolutions

A M B I T I O N L E A R N I N G S O L U T I O N S

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About Ambition Learning

Solutions

Pro-active institute which renders high-quality, relevant, and varied

financial courses disseminated by modern pedagogic tools

Provide Multidisciplinary Courses which are contemporary, industry

responsive and relevant to the current needs of the industry

Authorized education provider for CFPCM by Financial Planning Standard

Board, India

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What Is Financial

Planning?

Financial Planning is the process of

Identifying a persons financial goals & needs

Evaluating existing resources

Designing the financial strategies that help the person achieve

those goals

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Why do we need Financial Planning?

Dream car A beautiful house

Childrens marriage

Child education

Holidays and Tours Happy Retirement

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Do you know that By 2012 India to become trilliondollar wealth management market

By 2015 wealth management will be amongst one of the hottest careers..

To start with, SBI bank has hired 1,200 financial managers and has started training them. The

exercise to hire another 1,200 professionals has started. There will also be 5,000 financial

planners over the next two years or so.

According to reports Currently there is 80% shortage of Wealth Managers in the country.

For a wealth manager, the number of potential clients and the size of the wealth to be

managed both are expected to grow four times by 2012 says a report.

Most of the MNC banks like Deutsche Bank, HSBC, Citi Bank etc. have substantially shifted

their banking operations to Wealth Management and Investment Advisory services

Public Sector Banks like SBI, Bank of Baroda etc. have also entered in Wealth Management in

a big way


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Certified Financial Planner -

CFPCM

It is awarded by FPSB (Financial Planning Standard Board, USA) throughFPSB, India

International Recognition in 24 countries

Promoted by top 50 Financial Services companies in India.

(LIC, BIRLA, KOTAK, SBI, HSBC, AMERICAN EXPRESS,CITIBANK, DEUTSCHE BANK, FIDELITY, ICICI, HDFC, UTI,RELIANCE, STANDARD CHARTERED, RELIGARE, BARCLAYS,

TATA) to name a few

It is the highest credential offered in Financial Planning

CFPCM is rated Gold Standard by Wall Street Journal

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International Recognition in

24 Countries

Australia France Malasiya South Africa Singapore

Austria Germany Japan Switzerland India

BrazilHong Kong New Zealand Thailand Chiese Taipei

Canada Indonesia Netherland United Kingdom

China Ireland Republic of Korea USA

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Columbia
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Where is your client today

When to Retire ?

Help me buy a

Car

How much to save for

daughters marriage?

Forgot to pay

insurance

premium!!!No idea how to

claim for

hospitalization

Forgot to file

Tax

I should have had a

Power of AttorneyIs my loan too

expensive???


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Where he wants to be

Im debt free!!!

I know when to

Retire

Thanks for the

car suggestion. It

helped

Im on track to save for

daughters marriage?

Thanks for the

premium

reminder

Claiming for

hospital cost was

effortless!!

I avoided Income

Tax penalty

The Power of

Attorney really

helped

I saved by

prepaying my

personal loan


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Health

Wealth

Life


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Health Pillar

Sickness DoctorDiagnostic

CenterChemist Medicine


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Healt

h

Wealt

h

Life


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C u s t o m e r ? Agent DistributorFund

House/InsuranceCompany

Where is the Financial

Doctor?

Anybody who is providing Financial Advice for free

is actually not providing Financial Advice


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The Life Cycle Financial

decide your GOALS

Age

Income

33 yrs Over 55 yrs

22 yrs 55 yrs

Birth & Education Earning Years Retirement

Phase I Phase II Phase III

Marriage

Child birth

Childs Education

Childs Marriage

Housing

22 yrs


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Will, Power of Attorney, Family Trust

Early, Late Retirement

Emergency Planning

Life, Health, Asset

Education, Marriage, Wealth

Comprehensive Financial Plan


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How to reach there?

Tax expertChartered

AccountantLawyer

Life InsuranceAgent GeneralInsurance Agent Mutual FundDistributor

PARA DECISION

MAKERCOUNSELOR

PERSONAL

SECRETARYI WILL HIRE EACH OF THESE OR

A CERTIFIED FINANCIAL PLANNER


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The Current Financial Services Industry

Manufacturers

Life Insurance

General InsuranceEquity Broking

Mutual Funds

CA

Investment Banking

Commodities

Distribution

Houses

Advisors

CLIENTS

Banks/ NBFCs

Motilal Oswal

Edelweiss

Reliance Money

Independent

Advisors (Insurance

Agents, MFDistributors)

Salaried Advisors

(RMs)

Currently, the loyalty of the distributor

lies with the manufacturer as they are

compensated by them.

CFPCM reverses the current flow by

representing the client to the manufacturers as

he gets compensated by the client


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Financial Planning Standard

Board India

FPSB India is a ProfessionalMembership & Certificationorganization

It represents commitment to the

emergence of Financial Planning as arespected profession in India

FPSB India offers the highest FinancialPlanning credential called the CertifiedFinancial PlannerCM (CFPCM)

FPSB India is an affiliate of FPSB USA

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Financial Planning Process



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Career Prospectus for CFPcm

CertificantsONE CERTIFICATE MULTIPLE CAREER OPTIONS Banking

Investment Advisory services

Life and General Insurance

Mutual Funds

Stock and Security Brokers

Tax Consultancy

Fund Managers / Portfolio Managers

Provides much wanted Credibility &Competency as a Financial Planning Practitioner.



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Eligibility

Minimum criteria to be a CFPCM is

Any student who has cleared his 12th standard from any field is eligible to

pursue this course and will also be hired by corporate.

Minimum criteria for CFPCM membership with FPSB:

Graduate + 3 year's exp in financial services

10th or 12th pass + 6 years of exp. in financial services

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Huge Demand Supply gap for CFP cm

Professionals in India India has 2,000+ CFP Certificants for a population of 1200 million

Versus

58,830 CFP Certificants in US (250 million Population)

17,230 CFP Certificants in Canada (60 million population)

15,802 in Japan (120 million population)

Against other Financial Services Intermediaries in India

20 Lakh+ Life Insurance Agents

50,000+ Mutual Fund Advisors

25,000 + Bank Branches , 5,000+ Insurance Services Branches and

10000+ Brokerages Service Branches

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Classroom Training

Distance Learning Mode

Challenge Status

three Pathways for CfpCM

Certification

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Classroom Training

Support Mechanism:

Total 150 hours of Classroom Training

Exhaustive Study Material

Question Bank for practice

Online Mock tests per module

Expert faculty (CFPs and the experts of respective fields)

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Distance Learning

If time and distance is a constrain than you can also optfor, DISTANCE LEARNING MODE

Support Mechanism:

Exhaustive Study Material

Online Doubt Solving Support through mail

Online Mock Test Practice

Question Bank for Practice

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Challenge Status

Eligibility Criteria:Only candidates who are Graduates from a Recognized University and having

the following additional Educational Qualifications or equivalent with

minimum THREE years experience would be eligible under the Challenge

Status Program:

CA / ICWA / CS

CAIIB

CFA (USA)

PhD./ M.Phil in Economics, Econometrics, Statistics etc.

LLB or equivalent

Civil service exams by UPSC etc.

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Challenge Status

Support Mechanism:

50 hours of comprehensive program

Exhaustive Study Material and Case Studies with Latest

Updates

Expert Faculties

Comprehensive Training On Excel Usage

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Introduction to Financial Planning

Risk Analysis & Insurance Planning

Retirement Planning & Employee Benefits

Investment Planning

Tax & Estate Planning

Advance Financial Planning

Modules to be studied



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Introduction to Financial Planning

(Module I) The Six step Financial Planning Process.

Client Interactions

Time Value of Money

Cash Flow and Debt management

Ethics

Business aspect of Financial Planning



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Risk Analysis & Insurance Planning

(Module II) Risk management process

Selecting the right risk management technique

Various Insurance Policies and Strategies

Insurance of Business Risk

Regulation of Insurance IRDA

Insurance Pricing

Insurance Companies

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Retirement Planning & Employee

Benefits (Module III)

Retirement need analysis

Development of retirement plans

Various retirement schemes such as:

Employees Provident Fund

Public Provident Fund

Gratuity

Other Pension Plans

Post-retirement counseling

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Investment Planning

(Module IV) Risk Return Analysis

Capital Markets

Mutual Funds

Derivatives

Asset Allocation

Investment strategies

Portfolio construction andmanagement

Regulation of an InvestmentAdvisor

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Tax and Estate Planning

(Module V)

Income-tax computation for Individuals and Companies

Trusts and other bodies

Tax on Capital Gains and Indexation

House Property

Deductions and Allowances Deductions and Allowances

Wills

Trusts

Indian Succession Act

Power of Attorney

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http://images.google.co.in/imgres?imgurl=http://ezperdiem.com/images/lift-heavy-tax-burden.jpg&imgrefurl=http://ezperdiem.com/articles/4-great-flight-crew-tax-tips-for-the-offseason/&usg=__e8Jia5HDIWlUvlwmiRvnGnBYvu0=&h=346&w=347&sz=12&hl=en&start=13&itbs=1&tbnid=LnJTR7bYnN1WMM:&tbnh=120&tbnw=120&prev=/images?q=tax+burden&hl=en&safe=active&gbv=2&tbs=isch:1


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Integration of Concepts learnt in

earlier modules

Based on the facts in the case

study, the financial plans to be

prepared

This module helps preparing a

blueprint for clients financial future

Advance Financial Planning

(Module VI)



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Associate Financial Planner

AFp

On Successfully completion of any one of following modules,

applicant is qualified as AFP

Risk Management & Insurance Planning

Retirement Planning and Employee Benefits

Investment Planning

Tax & Estate Planning



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Exam Pattern

Exams are conducted by FPSB and facilitated by NCFM across 71

centers in country

Exams will be online objective type questions

Ideally the coursecan be completed within 68 months

The maximum duration within which one can complete the course

is 7 years

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General Paper Pattern

No. of

Questions

Marks Total Marks

40 1 40

20 2 40

15 4 60

75 140

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Fees Structure

ClAssroom trAInInG

Fee for Classroom

Training (A)FPSB Registration

Fees (B)Examination Fees to FPSB

(C)

Rs. 30,000/-

(Plus Service Tax)

Rs. 10,000/-

(Validity one year).

Rs. 2000/- for Module no. 2 to 5

Rs. 5000/- for Module no. 6

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Fee Structure

DIstAnCE lEArnInG

DistanceLearning (A)

FPSB RegistrationFees (B) Examination Fees to FPSB(C)

Rs. 12000/-

(Plus Service Tax)

Rs. 10,000/-


Rs. 2000/- for Module no. 2 to 5


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Fee Structure

CHAllEnGE stAtus

Challenge Status

(A)

FPSB Registration

Fees (B)

Examination Fees to FPSB

(C)

Rs. 15000/-

( Plus ServiceTax)

Rs. 15,000/-


For Charter Members

Rs. 2000/-


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Press Coverage

41

Financial Express April 14, 2010

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Thank You

Ambition Learning Solutions53, Ashawadi, S.V. Road, Opp. Shoppers Stop, Behind Yashwant Nagar, Andheri West,

Mumbai 400058.

Email: [email protected]

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mailto:[email protected]://www.ambitionlearning.com/mailto:[email protected]

certified financial planner certfication presentation final

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