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A PROGRAM SPECIALLY DESIGNED BY AAFM INDIA FOR STUDENTS ASPIRING CAREER IN FINANCE

®CPFS Certification

Learn Goal Based Planning

9000+ Financial Professionals already certified …… ………

…………… Join the League of Future Financial Goal Planners

® ®American Academy of Financial Management , AAFM USA has set up its Indian Chapter American Academy of Financial Management India, AAFM India as a Standard Setting Body in India with the objective to promote Wealth Management and Financial Advisory Standards in the country by actively engaging with all the stake holders including the Government, Regulators, Educational Institutes, Training Providers, Universities, Financial Services Companies, Banks, etc.

AAFMI is an accredited CPE Provider for NISM Certifications for Continuous Professional Education and also its premier certification i.e. Chartered Wealth Manager (CWM) certification is accredited by NISM under the Securities Exchange Board of India for (Investment Advisers) Regulations, 2013 as one of the mandatory certifications for the Financial Advisory Services in India.

ABOUT AAFM INDIA

1. Understand Financial Planning 6. Measures of Risk and Return

2. Establishing Client - Advisor 7. Construction of the Financial Goal

Relationships Plan

3. Gathering client data and 8. Assessment of risk and Client

determining goals Behavior

4. Analyze Client Financial Goal, 9. Personal Financial Statement

Needs and Financial Situation Analysis

5. Goal setting & Prioritization 10.Time Value of Money Demystified

Goal

SettingBehavioral

Finance

Mutual

Fund

Advisory

Client

Management

Asset

Allocation

Cash Flow

& Budgeting

Tax &

Estate

Planning

Retirement

Planning

®LEARNING OUTCOMES OF CPFS

FAST FACTS

?Presence in 151+Countries with over 3,00,000 certificants globally

?Trained 10,000+ Professionals and is present across India by virtue of its Education Providers & Trainers.

?Delivering & Handling corporate trainings/events for State Bank of India, Reliance Mutual Fund, Birla Sunlife Mutual Fund, LIC Mutual Fund, DHFL Pramerica, NSDL, CDSL, NSE, NISM, etc.

?Recognized by the Financial Services Industry which includes Corporate Members like Angel Broking, Bharti-AXA Life Insurance Co. Ltd, Birla Sunlife, Bajaj Capital, Indiabulls AMC, L & T Mutual Fund, UTI Mutual Fund, ICICI Securities, Reliance AMC, Karvy Private Wealth, Motilal Oswal Wealth Management, etc, They give preference to our certificants in the recruitments at their organization*and also by establishing the Financial Services Industry Standards in India by undergoing our certifications.

®ABOUT CPFS® ®The Certified Personal Finance Specialist (CPFS ) Certificate Program is designed to develop the basic skills

required by a candidate to execute critical functions related to Financial Planning, Goal Planning & Investment Planning to assist their clients to shift from investment planning to comprehensive financial planning. The Program provides the Financial Goal Planning Skills to candidates aspiring their career financial services industry.

Advisor Client

Investment Planning

Asset AllocationEducation & SkillEnhancementKeep you on Track

Personally Discuss with your clients their financial goals

Analyze their Financials

Prepare Solutions

Their Vision

Their Family

Their Life Style

Investable Assets

Current Asset Allocation

Risk Assement

Scenario Analysis

Investment Options

Asset Allocations

®Become a Certified Financial Goal Planner

RiskAssessment

PortfolioAnalysis

PortfolioConstruction

ProposalGeneration

Education & Skill Enhancement Keeps you on Track

PROGRAM INFORMATION

Curriculum: Inclusions:

Day 1 : Financial Planning Process 1. Registration

Day 2 : Financial Mathematics 2. Study Material

Day 3 : Investment Planning 3. Training

Day 4 : Goal Planning 4. Certification from AAFM India

Day 5 : Advanced Financial Goal Planning 5. Career Counseling in Financial Services

Duration : 15 hours Fee Structure : INR 3000 + Tax

CAREER AVENUES

Priority / Premier Banking, Private Clients, Wealth Management, Investments, Liabilities, Financial Planning, Bancassurance, Product Management, Client Servicing, Operations

Wealth Management, Research, Relationship Managers, Portfolio Manager, Client Servicing

Institutional Channel Sales, Fund Management, Retail Sales, Investor Relationship, Marketing, Operations, Client Servicing

Wealth Management, Equity Analyst, Research, Institutional Sales, Retail Sales, Sub-Broker Channel, Portfolio Manager, Operations

Institutional Channel Sales, Managing Agent & Retail, Corporate Broking, Product Management, Operations, Client Servicing

Practice as an Independent Financial Advisor, Small Outfits providing comprehensive Wealth Management

BANKING

WEALTH ADVISORY OUTFITS

ASSET MANAGEMENT COMPANY

BROKING

INSURANCE COMPANIES

COMPREHENSIVE ADVISORY BUSINESS

AMERICAN ACADEMY OF FINANCIAL MANAGEMENT INDIA PRIVATE LIMITED

BUILDING WEALTH MANAGERS OF TOMORROW

Website: www.aafmindia.co.in

Office No – 403, ITL Twin Towers, Plot No. B-09, Netaji Subhash Place, New Delhi – 110034,

Mob.: +91 9650 159 583, Tel.: 011-45120800

Unit No. 943, IJMIMA Complex, Behind Infiniti Mall 2,Off. Link Road, Malad - W. Mumbai - 400064

Tel. : 022 - 49 241 800

Email: dimple@aafmindia.co.in

CORPORATE OFFICE: REGIONAL OFFICE:

?Any Aspiring Students - Graduate or Post - Graduate Looking for his Career in Finance

?Anyone who want to start offering Client Oriented, Process-Driven and Goal-Based Financial Advisory Services

?Early-Stage professionals who wish to move into a financial role

?Professionals Seeking to Increase their Financial Competency to Advance their Careers

WHO SHOULD ATTEND THE PROGRAM?

CORPORATE MEMBERS