Plan Your Financial CareerWith Our Guidance

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INDEX

Awards and Accolades

CMBenefits of CFP Certification

CMDemand of CFP Professionals

Job Opportunities and Pay Scale

Charter Members of FPSB India

CMPathway to CFP Certification

Our Program Offering

The Key Differentiators

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Awards and Accolades

ECONS Education Summit And Awards

April 2016

Best Placement Institute in Banking

March 2017

Indian Education Congress

March 2016

Best Learning & Development Program

June 2016

Best Vocational Training Institute

May 2016

Best Banking Training Academy

March 2017

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CMDemand for CFP Professionals

• Banking

• Wealth Management Companies

• Stock Broking Firms

• Investment Advisory Services

• Financial Planning Services

• Life and General Insurance

• Accounting and Law Firms

• Asset Management Companies

• Credit Counseling Organisations

UNLOCKTHE GREAT

CAREER OPPORTUNITY

CMIn India, CFP recipients are in high demand in the following fields:

Job Opportunities and Pay Scale

Levels

Entry Upto INR 3Lacs

Sales Managers, Relationship

Managers, Wealth Managers,

Financial Planners / Advisors,

Investment / Insurance

Advisors

INR 4 to 8 Lacs

Charter Members of FPSB India

Pathway Regular Challenge Status

Education A candidate must be a CA /

Intermediate level, CFA

(US), ICWA, CAIIB, CS, LLB,

Ph.D, M.Phil, PG, Licentiate

/ Associate / Fellowship

of Life Insurance, Actuary,

FFSI & FLMI from LOMA,

Civil Service Examinations

by UPSC

Examination Advanced Financial Planning Exam 5

Experience CMEither pre or post CFP examination (3

years for graduates & 5 years for non-

graduates)

Ethics Signed Declaration for adherence to FPSB India’s Code of Ethics & Rules of

Professional Conduct

CMCandidate is authorised by FPSB India to use CFP i.e. CERTIFIED CMFINANCIAL PLANNER ,

* All examinations are facilitated by NSE and conducted online on NCFM platform on NSE’s

examination centres and other NSE networked sites throughout India.

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Establishing Client Planner Relationship

Analyse Client Objectives, Needs & Financial Situation

Developing the Financial Plan

Implementing the Financial Plan

Monitoring the Financial Pla

Advanced Financial Planning6

•Risk Return Analysis

•Mutual Funds

•Derivatives

•Asset Allocation

•Investment Strategies

•Portfolio Construction & Management

•Regulation of an Investment Advisor

Investment Planning4

Tax Planning:

• Income Tax Computation

• Capital Gain & Indexation

• House Property

• Deductions & Allowances

• Non Resident Indian Tax Laws

• Tax Management Techniques

Estate Planning:

• Wills, Trust, Indian Succession Act

• Power of Attorney

• Joint Ownership of Property

Tax and Estate Planning5

• Financial Planning Process

• Client Interactions

• Time Value of Money Applications

• Personal Financial Statements

• Cash Flow and Debt Management

• Asset Acquisition

• Education Planning

• Overview of Risk Management

• Investment Planning

• Retirement Planning

• Special Circumstances

• Plan Integration

• Ethics and Business Aspects of Financial Planning

Introduction to Financial Planning1

• Risk Management and Insurance

• Decisions in Personal Financial Planning

• Identifying Client’s Exposures to Morality, Health,

• Disability, Property, Liability and

• Long Term Care Risk is Emphasized

• Selecting the Appropriate

• Risk Management Technique

• Insurance Pricing

• Various Insurance Policies & Strategies:

General Insurance•

Life Insurance•

Motor Insurance•

Medical Insurance•

Insurance of Business Risk Regulation of•

Insurance Industry

Risk Analysis and Insurance Planning2

• Retirement Need Analysis Techniques

• Development of Retirement Plans

• Various Retirement Schemes such as:

Employees Provident Fund (EPF)•

Public Provident Fund (PPF)•

Super Annuation Fund•

Gratuity•

Other Pension Plans, Post-retirement •

Counseling

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Our Program OfferingRegular Pathway

• 175+ Hours of Core Practical Learning

• 24X7 Live online LMS for doubt solving with a validity of 3 Years

• Exhaustive Online Courseware

• Case Studies with Mock Tests

• Online Mock Tests

• Flexibility to attend missed classes based on class schedule

Duration: 5 to 6 months

Challenge Status Pathway

• Study Material: Orientation Book, Concept Book, Case Study Book

• 30+ Hours of Core Practical Learning based on Case Studies

• Doubt solving / Faculty Interactions

Duration : 2 Months

Add-Ons for Both Pathways

• Advanced Excel from Financial Planning Perspective

• Financial Plan construction training by an Industry Expert

• Guest Lectures by industry Experts

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WHY CHOOSE BANKEDGE?

■ The Best in class curriculam

Experience Faculty Members■

Practical exposure to Financial Planning Industry■

with the help of empaneled Financial Experts

24X7 LMS Support with validity of 3 Years■

THE KEY DIFFERENTIATORS

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