Become Certified Financial Planner
100% Customized Program for advance career development in the field of financial planning
Be a Professional Financial Planner
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 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.
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.
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.
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.
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.
As Financial Planner provide financial plan construction to their customers & take decision by apply data analysis through Microsoft excel which require data collate, apply various financial modelling techniques to choose best alternative for their customers.
As Financial Planner is take decision making job on behalf of customer to achieve their financial goals . Professional Training Academy provide 1 year supervisory stipend based training to the students which covers client handling, data gathering , financial plan construction & financial decision making for customers.
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Investment Analysis is an advance module which provide the behavioral understanding in real time financial market to provide best proven strategies for their customers to achieve their financial goals & maximize returns.
We are keep close working with industry needs & customized our program
To create corporate ready students we manage to provide internship with stipend and also provide certain industry certifications by professional bodies .
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.