cfp with financial planning academy (fpa)
DESCRIPTION
CFP is one of the newest trends in the job markets. As there are very little qualified individuals in this area if you chose this career path, you will be able reach the pinnacle of your career very soon. You have every right to learn the newest subjects and become a top employee. for more info log onto fpa.edu.inTRANSCRIPT
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FINANCIAL PLANNING
GOALS CAN ALL BE ACHIEVED If Planned Well…
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BUT, WHERE IS THE ‘AAM AADMI’ TODAY?
When should I retire? What is
the exact amount of corpus required?Help me
buy a car/house
ASAP!
Which is the best
insurance policy for me
and my family?
No idea how to claim for
hospitalization!
Where should I invest?
Stocks, Gold Property,
MF?
Is my loan too
expensive??
How much should I save
for my children's education/ marriage?
Forgot to File Tax Returns/
Insurance Premium!!
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CHARTERED ACCOUNTANT
WEALTH MANAGER
STOCK BROKER
RISK MANAGER
INVESTMENT ADVISOR
CFP
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ONE STOP SOLUTIONFOR ALL YOUR FINANCIAL
NEEDS!
INSURANCE AGENT
Achieving Short Term/Long Term
GOALS
In the desired duration of
TIME
By bearing
MINIMUM RISK
ROLE OF A CFPCM PROFESSIONALAN
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Highest Credential in the field of Personal Finance
Internationally Recognized across 24 Countries
Highest Industry Recognition in India and abroad
Endorsed by 50 Finest Finance Companies in India
Recognized as a Professional Qualification worldwide
Rated as the Highest Paid Job by “Job Almanac”
Rated as “Gold Standard” by “Wall street Journal”
WHAT IS CFPCM CERTIFCATION PROGRAMAN
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• Banking
• General & Life Insurance
• Financial Planning
• Accounting and Tax
• Wealth Management
• Investment Advisory Services
• Mutual Funds & Stock Broking
• Portfolio Management Services
• Other Financial Services
ONE QUALIFICATION MULTIPLE CAREER OPPORTUNITIES A
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Reliance Mutual Fund Asked it’s 40,000 Mutual Fund Advisors (“IFA”) to take up the CFPCM Certification
State Bank of India is the highest employer of CFPCM Certificants in the past few years
Religare Securities hired CFPCM Certificants for their Wealth Management Department
Quantum AMC hired CFPCM Certificants for their Financial Planning Department
India Infoline hired CFPCM Certificants for their Wealth Management Department
Anand Rathi hired CFPCM Certificants for their Wealth Management Department
INDUSTRY DEMANDKotak Mahindra Bank made it mandatory for all their
“Relationship Managers” to take up CFPCM Certification recently (Irrespective of their educational background)
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RELIANCE MUTUAL FUND
STATE BANK OF INDIA
RELIGARE SECURITIES
QUANTUM AMC
INDIA INFOLINE
ANAND RATHI
INDUSTRY DEMAND
KOTAK MAHINDRA BANK
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DEMAND-SUPPLY DYNAMICS
OTHER FINACIAL SERVICES INTERMEDIARIES IN INDIA
REQUIREMENT OF OVER 3,00,000 CFP’s IN INDIA
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Country CFPCM Certificants Population (In Crores)
USA 58,830 25
Japan 15,802 12
Canada 17,230 6
India 2,000 ONLY 120
20,00,000+ Life Insurance Agents50,000+ Mutual Fund Advisors10,000+ Brokerages Service Branches25,000+ Bank Branches5,000+ Insurance Services Branches
JOB OPPORTUNITIES
Levels Job Profiles Qualification
Entry
Trainees and executives with Wealth Management Firms, Insurance Co’s, Banks and Product Distributors
Pursuing CFPCM Certification +
Graduate Fresher
Middle
Relationship Managers, Wealth Managers, Financial Planners/Advisors
Passed CFPCM Certification Exam
+ Work Experience of 1-2 Years
Senior
Functional Heads like Retirement Specialists, Tax Specialists, Branch & Regional Heads
CFPCM Certificant with more than 3 year work experience
and other professional qualifications
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GLOBAL RECOGNITION FOR THE CFPCM CERTIFICATION PROGRAM
Australia Austria Brazil Belgium Canada China Chinese Taipei France Germany Hong Kong India Netherlands
Indonesia Ireland Japan Malaysia New Zealand Republic of Korea Singapore South Africa Switzerland United Kingdom United States of
America
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FINANCIAL PLANNING STANDARD BOARD (FPSB) A
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CHARTER MEMBERSAN
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The following companies have resolved that they will give first preference to CFPCM Certificants in recruitment
CFPCM CIRRICULUM
Module 1
Introduction to Financial Planning
Module 2
Module 3
Module 6
Module 5
Module 4
Risk Analysis & Insurance Planning
Retirement Planning &Employee Benefits
Investment Planning
Tax Planning & Estate Planning
Advanced Financial Planning
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ELIGIBILITYAny individual who has a HSC degree or equivalent can enroll for the CFPCM
Certification Program
FLEXIBILITY OF STUDIES
Lectures are conducted only once a week for 3 hrs
Lectures are conducted across 6 centers all over Mumbai:
# Churchgate # Dadar # Bandra# Borivali # Thane # Vashi
Weekend batch (Sat/Sun) & Weekday batch available
Methods to Pursue the CFPCM certification program
CLASSROOM TRAINING
DISTANCE LEARNING
CHALLENGE STATUS*
*Working Professionals who have educational qualifications in addition to graduation and 3-5 years of work experience, can pursue CFPCM Certification through this fast track mode i.e. Challenge Status.
FLEXIBILITY OF EXAMS
EXAMINATION AIM
Examinations are conducted to test the conceptual knowledge of an individual & its implementation. Hence an online, multiple choice format is followed with no negative marking for wrong answers.
EXAMINATION DATE
Exams are conducted everyday by the NSE, except on Sundays & Public holidays.
EXAMINATION PATTERN
• A total of 5 examinations need to be given (Module 2-6)
• No examination is conducted for Module 1 - Introduction to Financial Planning, however, 20% of all the questions in the exams would cover topics from this module.
• Exams for Module 2-5 can be given in any order
• The examination for Module 6 is conducted in a case study format
* Working Professionals who have educational qualifications in addition to graduation and 3-5 years of work experience, can pursue CFPCM Certification through this fast track mode – Challenge Status (These candidates need to appear for only 1 Exam i.e. Module 6: Advanced Financial Planning.
CFPCM CERTIFICATION WITH FPA
Trained over 1000 students & and an equal number of working professionals over the past 6 years
Corporate Trainers to ICICI Bank, Birla Sunlife, SBI Life
Training students from Standard Chartered, Edelweiss, Relaince Money, Deutsche Bank, HSBC, Anand Rathi & many more.
Empanelled with Reliance Mutual Fund to train their Independent Financial Advisors
FPA IS THE No. # 1 AUTHORIZED EDUCATION PROVIDER IN INDIA OF THE CFPCM PROGRAM
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Financial Planning Academy is an Education Initiative of SRE – Sykes & Ray Equities, An established broking company with 450 sub brokers all across the country
Thus enabling students to:
Bridge the gap between theoretical and practical aspects of finance
Develop strong conceptual knowledge & better implementation
Keep updated with the current trends & market scenario
Solve doubts/queries with the help of full time in-house faculty through unlimited help sessions
EVERY FACULTY MEMBER OF FPA IS A WORKING CFPCM PROFESSIONAL
CFPCM CERTIFIED FACULTY MEMBERS BY FINANCIAL PLANNING ACADEMY A
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Training Material Includes:
MS EXCEL Training & Certificate
Complete Set of Books for all 6 Modules
Updates Case Study & Reference Material
Industrial Visit
Financial Calculator
1. Certificates for each module provided & Convocation Ceremony2. Complete assistance in registration & examination procedures with FPSBI & NSE
THE TRAINING MATERIAL OF FPA IS APPROVED & RECOMMENDED BY FPSBI
TRAINING MATERIAL & SESSIONSBY FINANCIAL PLANNING ACADEMY
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i-Learn Includes:
Topic wise notes & online summary for all modules
Real time mock exams for all modules, with their solutions
Over 5000+ practice questions with their solutions
Complete online support & query solving
FPA PROVIDES AN ONLINE TRAINING PORTAL CALLED i-LEARN
ONLINE TRAINING PORTAL – i-LEARNBY FINANCIAL PLANNING ACADEMY
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INTERNSHIPS & PLACEMENTS BY FINANCIAL PLANNING ACADEMY
GUARANTEED INTERNSHIP PROGRAMS & COMPLETE PLACEMENT ASSISTANCE is provided to all our students along with: • Soft Skills Training• Resume Making• Interview Etiquettes
LIST OF FEW LEADING FINANCIAL INSTITUTIONS HIRING CFP’S/AFP’s FROM FPA• Axis Bank
• FPSBI• EdelCap• Edelwise• AIWM• Citrus Advisors• Bajaj Fin Serve• Ladder 7• Financial Hospital• Network FP• Finapple Access• Apna Paisa
• Religare Macquarie Private Wealth• FP Consultancy Firm• Birla Sun Life Insurance• Ffreedom Financial Planners• Kiran Sharestockers•TBNG Financial Consultants• Manisha Bangera & Associates• Optimum Financial Technologi es• Investment Yogi• i-Fast Financial India• Principal PNB AMC• Shreya Financial Planners
• SBI• Kotak• ICICI• HSBC • HDFC Bank• Karvy Wealth• Anand Rathi • Reliance MF• Credit Expert• Vibrant Securities• Plant Rich• India Infoline• MS Ventures
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IN THE MEDIA!!!AN
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http://www.accessmylibrary.com/article-1G1-223897293/reliance-mf-pact-turn.html
http://www.hindustantimes.com/business-news/Features/Distributors-turning-into-financial-advisers/Article1-538937.aspx
http://richa-news.blogspot.in/2008/11/state-bank-of-india-is-looking-out-for.html
http://www.investopedia.com/categories/buzzwords.asp#axzz2Mx3Lfd1rhttp://www.dnaindia.com/money/report_insurance-queries_1061124
http://www.financialexpress.com/news/afp-members-to-give-priority-to-first-batch-of-cfp-certificants-in-recruitment/105676
CONTACT USCHURCHGATE - HEAD OFFICE
1st floor Doulatram Mansion, Kitridge Road, Above Corporation Bank, Near Colaba Fire Brigade, Colaba, Churchgate, Mumbai - 05
Contact Numbers: (022) 22797 308 / 385 / 397 / 400 / 404 Mobile: 80825 66090, 99203 50340
BRANCHES
DADAR: 3, Ground floor, Hindrajasthan building, Dada Saheb Phalke road, Dadar (E), Mumbai – 400014. Contact :- 80825 66072
BANDRA: M.M.K College, T.P.S. III, 32nd Road, Bandra (W), Mumbai – 400050.Contact : - 80825 66073
BORIVALI: 1st floor, Dharmakshetra II, Shimpoli Road, Near Gokhale school & adjacent to Ambali Mata Mandir, Borivali (W), Mumbai – 400092. Contact :- 88799 70003
THANE: Ground Floor, Purnima Building, Opp. Thane Railway Station, Near Girnar Tea Shop, Thane (W), Thane:- 400 601 (Opp. the railway station) Contact :- 98210 33616
VASHI: B-371, First Floor, Vashi Plaza, Sector 17, Vashi, Navi Mumbai – 400705 Contact :- 98210 33616
www.FPA.edu.in | (022) 22 797 400 | [email protected]
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