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Become Certified Financial Planner
(Challenge Status Mode)

100% Customized Program for advance career development in the field of financial planning

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Certified Financial Planner (CFP)

Challenge Status Mode

Certified Financial Planner (Challenge Status Mode) enable eligible professionals (both in terms of education as well as work experience) to acquire the CFP certification in a more time efficient manner, FPSB Ltd. has introduced a fast track Challenge Status certification program.

Highlights of CFP

Introduction to Financial Planning

The module would cover in detail the Financial Planner Competency Profile, the six step process which includes Financial Planning process, client interactions,management, financial mathematics, personal financial statements, cash flow and debt management, FPSB India’s Code of Ethics and Professional Responsibility and Model Rules of Conduct, and the regulatory environment related to the Financial Planning domain.

Investment Planning

Investment Planning cover the critical knowledge of different asset classes and interplay amongst them, the products constituting such classes and their investment risk profile to enable the management of a client’s finances towards achieving various financial goals. The development of vital understanding of the basic risk profile of the client so as to astutely recommend appropriate asset allocation is a crucial area requiring mastery.

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Retirement Planning

Retirement Planning cover the knowledge of basic strategies towards achievement of objectives of a client of his/her post-retirement financial and other needs. Application of knowledge and abilities to execute the retirement strategy to attain the required corpus by systematically building the required corpus. The emphasis would also be on the process of wealth creation and its protection and liquidity aspects in the approaching years to retirement and in the post-retirement period.

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Tax & Estate Planning

This module would cover the knowledge requirements specifically related to Direct Taxes and personal taxation.The emphasis is on tax efficiency of transactions at all stages, viz. structuring of emoluments, saving taxes within permissible limits as suited to long-term goals, investing, spending, gifting and transferring wealth. The Estate planning is emphasized not as a late stage requirement but a necessary succession arrangement always in place for all assets – fixed, physical and financial.

Insurance Planning

It cover the knowledge requirements relating to insurance needs and risk assessment of clients. The evolution process requires advice on decisions in selecting various types of insurance related to personal finance for clients. This includes protection against exposures to risks of mortality, health, disability, property, liability, and long term care risk.

Advance Financial Planning

The strategies outlined present the situation before a prospective financial planner to assess and analyze the given information within the ambit of certain constraints and look out for possible opportunities. Also envisaged is the critical evaluation of the strategies for the desired pathway to a financial plan as well as the development of alternative strategies to modify the plan.The emphasis is on recognizing the laid down strategies as possible alternatives to seek the most appropriate solutions.

Trainer @ CFP

Rohan Sharma (CS, CFP, CMT- USA, SEBI-RIA)

He has promoted the Professional Training Academy to create a strong knowledge platform for individuals who are inclined towards getting an in-depth knowledge & start career in Financial Market. He is resource person of FPSB India & member of analyst panel of Zee Business & CNBC TV Awaaz .

Chidrup Jain (CFP , IAP Trainer)

CERTIFIED FINANCIAL PLANNER, NISM-CPFA, NCMP with rich, diversified experience of over 15 year in financial services sector. He has demonstrated abilities in managing customer centric operations and expertise in Business Development, Business Analysis, Team management, Business / Academic Training. His exposure in Investment Products including Stocks, Derivatives, Commodities, Mutual Funds & Financial Advisory services..

advantages of CFP

Global Professional Recognization

Higher Customer Satisfaction

Revenue Growth

Great Solution Provider

certification partners

career pathways

Financial Planner

A financial planner is a professional who helps you organize your finances and projects the results of your savings and investments

Data Analyst

A Data Analyst interprets data and turns it into information which can offer ways to improve a business

Wealth Manager

A wealth manager is a subset of financial advisor that primarily serves high-net-worth and ultra-high-net-worth individuals

Research Analyst

A research analyst is a professional who prepares investigative reports on securities or assets for in-house or client use.

Relationship Manager

Identify key contacts at potential client companies to establish and foster a relationship

Financial Content Writer

A financial writer creates educational content and/or market commentary for digital and/or print publications.

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why us ?

We are keep close working with industry needs & customized our program

Deliver in Workshop Mode

We deliver CFP Challenge Status  in Workshop mode in Different Cities of India . Such Capsule Program deliver in 10 -12 days which comprise 5-6 hours a day.

Placement Assistance

We constantly connect with the industry people nd many recruiters to provide best advantage to the CFP students.

Industry Expert Faculty

Faculty in CFP Course require Industry Experts which also provide industry insights and current trend and changes in the wealth management or Financial Planning Industry.

fees

Challenge Status Mode

Certified Financial Planner
₹37000
15000
(Minimum Batch Size of 10 Candidate)
  • All Six Module Coaching Coverage
  • Printed Slides Layout
  • Practical Problem Solving Session on Excel
  • 15 Case Study Class Discussion
  • 5 Case Study Mock Test series
  • Great Passing Ratio of Existing student Track Record
  • Delivery of 60 + Hours
  • Include Content of SEBI - Registered Investment Advisor

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