CERTIFIED FINANCIAL PLANNERCM (CFPCM)

Certificate by Financial Planning Academy Mumbai, Thane, Navi Mumbai, Pune, Bhubaneswar, Gorakhpur, Kochi, Udaipur, Bhopal View Contact

Request Info

Learn: Certified Financial Planner

Category: Finance

Certification:	CFPCM Certification
Eligibility: (Pre-requisites)	Eligibility for pursuing the CFPCM course Undergraduates (12th Pass) Graduates (in any stream) Working Professionals
Medium of instruction:	English

Certified Financial Plannercm Certification (CFPCM) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.

 

About CFPCM Certification

• Highest Certification across the globe for financial planners

• Globally Recognized across 25 Countries in the world.

• Endorse in India by top 50 Companies in the fields of financial services.

• The course can be completed in 6-8 months.

• Flexible study modes (Classroom, distance learning or online)

• Choose exam schedule at your convinces. (You choose the date & time of examination!)

 

Why CFPCM

• You will be recognized across the globe as a leader in the field of Financial Planning.

• You will be more desirable to executive recruiters & hiring managers since they are now seeking CFPCM Certificate holders for senior financial services & wealth management related jobs more than ever before.

• The CFPCM professional certification differentiates you from your peers.

• Studying the broad concepts underlying Financial Planning in today's dynamic market will give you a holistic view of the financial environment

• Provides you with the feeling of personal achievement and the satisfaction of achieving the Highest Certification in Financial Planning Globally.

• Allows you to join an elite group of CFPCM Professionals in 25 countries across the globe.

• Expands your personal and professional opportunities within the world of finance.

• Provides you with the ability to network with some of the world's leading financial planning professionals.

Who Should Pursue

• Are you keen to make a career in the financial services sector?

• Are you wondering what to pursue after XII or Graduation?
  Or Are you looking for a career upgrade?

• Are you keen to have a global qualification recognized across 25 countries in the world?

• Are you looking to purse a professional qualification which can be completed within one year?

• Are you looking to work with best companies in field of financial services?
  Or Are you looking to start your own business/practice?
  
  

If "YES" is what you have replied to the questions, then you may seriously consider pursuing the CFPCM certification program. reer Counselors.

 

Admission Procedure

• REGISTER

• Register with FPA

• Documents required:
  3 passport size photographs
  2 photocopy of XII Std or Graduation (Self Attested)

• TRAINING

• Get trained by CFPCM Professionals or study through Distance Learning

• Study from FPSBI approved study material

• Prepare from our online 5000+ Question Bank

• Practice on our real time Mock Exams

• EXAMINATION

• Register with FPSB India

• Appear for Module Exams

• Clear the respective module exams and receive their certificates

• All exams are online

• APPLY FOR MEMBERSHIP WITH FPSB INDIA

• FPSB India issues certificates for successfully completing the CFPCM Certification Program

• Fulfill the Experience criteria and abide by the Code of Ethics as laid down by FPSB India

• CAREER

• Eligible to use the CFPCM certification mark & the CFPCM flame logo.

• Be your own Boss - Start your business / practice in Financial Services or

• Make your career with leading Financial Instituions

Training Process  

CFPCM Certification Program

• Regular Mode

• Distance Learning

• Challenge Status**

CFPCM Certification Professional		Classroom Training	Distance Learning (Self Study)
Required Textbooks for all Modules		√	√
Workbooks for all Modules		√	√
Extra Reference Books		√	√
E-Learning	Summary of Modules	√	√
	Exhaustive Question Banks	√	√
	Mock Exams	√	√
	Access to E-Library	√	√
	Discussion Forum	√	√
	Online Monitoring & Support	√	√
120+ hrs Classroom Training under Experienced CFPCM Professionals		√
Extra Help Sessions		√
Financial Calculator		√
PLACEMENT ASSISTANCE		√

 

Challenge Status:

• In order to be eligible to pursue the CFPCM certification through the “Challenge Status” mode, the following conditions need to be satisfied: -

  1. The aspirant needs to be a graduate.

  2. The aspirant needs to hold a professional qualification recognized by FPSB India.

  3. The aspirant holds over 3 years of work experience in the financial services sector (5 years if one is self employed).

• All the criteria mentioned above needs to be fulfilled prior to enrollment for the “Challenge Status” mode
  
  

Course Syllabus

• Module 1 - Introduction to Financial Planning (IFP)

• Module 2 - Risk Analysis and Insurance Planning (RAIP)

• Module 3 - Retirement Planning & Employee Benefits (RPEB)

• Module 4 - Investment Planning (IP)

• Module 5 - Tax Planning & Estate Planning (TPEP)
  
  

Exam Schedule

1. Exams are computer based with multiple choice

2. No negative marking

3. Following is the exam structure:

Module Name	Exam Date	Exam Location	Duration of Exams	Total Marks	Passing (%)
IFP	No Exam*
RAIP	Daily (except Sundays & Public holidays)	Pan India across 105 centres of NSE (online mode)	2 hours	150	'50%
RPEB
IP
TPEP
AFP			4 hours	100	'50%

 

* There is no specific exam for IFP, but all the other module exam questions will have 20% of the syllabus from the IFP module.

 

Classroom - Regular
When	Duration	Where	Remarks	Price
Not Specified	8 Months	All Venues	Not Specified	Price On Request

Distance Learning/Correspondence
When	Duration	Where	Remarks	Price
Not Specified	8 Months	Distance Learning/Correspondence	Not Specified	Price On Request

Classroom - Crash/Intensive
When	Duration	Where	Remarks	Price
Not Specified	8 Months	All Venues	Not Specified	Price On Request

Mumbai, Colaba (Head Office):- 1st floor Doulatram Mansion, Kitridge Road, Above Corporation Bank, Near Colaba fire brigade, Colaba, Mumbai - 400005, Maharashtra, India


Mumbai, Dadar East (Branch):- G – 3, Ground floor, Hindrajasthan building, Dada Saheb Phalke road, Dadar (E), Mumbai – 400014 (5 mins. walking distance from the railway station) Dadar East, Mumbai - 400014, Maharashtra, India


Mumbai, Borivali West (Branch):- 1st floor, Dharmakshetra II, Shimpoli Road, Near Gokhale school & adjacent to Ambaji Mata Mandir, Borivali (W), Mumbai – 400092 (5 mins walking distance from the station) Borivali West, Mumbai - 400092, Maharashtra, India


Thane, Mira Road East (Branch):- A/2 – 16, N.G. Estate Co-op Hsg Soc Ltd, 1st floor, Mira - Bhayander Road, Near Old Petrol Pump, Mira Road East, Thane - 401107, Maharashtra, India


Thane, Bhayandar East (Branch):- B/107, B – Building, New Shanti Ganga Apts, Opp. Bhayander Railway Station, Bhayandar East, Thane - 401105, Maharashtra, India


Thane, Bhayandar West (Branch):- Shop No. 11, Venkatesh Plaza, Balaji Nagar, Station Road, Opp. Padmavati Tower, Bhayander (W), Thane: - 401101 (5 mins walking distance from the railway station) Bhayandar West, Thane - 401101, Maharashtra, India


Mumbai, Thane West (Branch):- Ground Floor, Purnima Building, Opp. Thane Railway Station, Near Girnar Tea Shop, Thane West, Mumbai - 400601, Maharashtra, India


Thane, Dombivli East (Branch):- Shop No. 6, Shailendra Apts, Chittaranjandas Road, Ramnagar, Dombivli East, Thane - 421201 , Maharashtra, India


Navi Mumbai, Vashi (Branch):- B-371, First Floor, Vashi Plaza, Sector 17, Vashi, Navi Mumbai - 400705 , Maharashtra, India


Pune, Dhole Patil Road (Branch):- C – 149, Akshay Complex, Dhole Patil Road, Pune - 411001, Maharashtra, India


Bhubaneswar, B J B Nagar (Branch):- C/O- SmartFin School of Finance & Management, Plot No:-2132/5140, Ground Floor, B J B Nagar, Bhubaneswar - 751014, Orissa, India


Gorakhpur, Kasaya Road (Branch):- 54C, Padleyganj, Kasaya Road, Near Hyundai Showroom, Kasaya Road, Gorakhpur, Uttar Pradesh, India


Kochi, Banarjee Road (Branch):- 40/6133, 3rd Floor, Lalan Towers, Banarjee Road, High Court Junction, Banarjee Road, Kochi, Kerala, India


Udaipur, Court Chouraha (Branch):- Office Number 414-415, Third Floor, Lodha Complex, Court Chouraha, Udaipur, Rajasthan, India


Bhopal, M. P. Nagar (Branch):- Narmada School of Capital Market Pvt. Ltd, GB 33,C Block, Mansarovar Complex, M. P. Nagar, Bhopal - 462011, Madhya Pradesh, India

Financial Planning Academy

Financial Planning Academy (FPA):

Financial Planning Academy is an Authorized Education Provider of the Financial Planning Standards Board, India (FPSBI) for the Certified Financial Plannercm (CFPCM) professional education program in India.

FPA has been established to initiate an entirely new platform for disseminating Financial Planning Education to the aspiring individuals who are keen to make a career in Financial Advisory Services, the most prestigious qualification for professionals in financial services globally.

The directors and the team of FPA have been in the business for providing Financial Advisory Services since 1980. As a commitment to share the knowledge on investments with the aspirants, they have promoted Financial Planning Academy.

Our commitment towards achieving this objective of imparting the "right education to the right people" would definitely benefit the entire nation in the long run. The main objective of FPA is to provide easy access to the theory and practice of the financial planning discipline conforming to international standards through state-of-the-art teaching aids and world-class study material. Practical classes conducted by highly qualified and experienced faculties complemented by real life-based case studies achieve this objective. By this we impart world-class knowledge and experience to students, working executives and professionals interested in making a career in financial services in India.

Our vision is to nurture the students by showing them the path, to breakthrough the barriers in the financial industry. FPA would equip the students with all the requisite theoretical and practical inputs, which would help them in taking informed decisions for their customers, create wealth for them and protect their families. The academy's philosophy is to keep pace with the dynamic changes in the financial industry. After successfully completing the course, the students of FPA can offer financial counseling and related services pertaining to investments, insurance, retirement, tax and/or estate planning. A CFPCM from FPA will be a qualified professional ready to provide and implement financial recommendations.

The faculty of FPA consists of noted and experienced practitioners in the financial planning industry. Financial Planning Academy is one of the leading authorized Education Providers for the CFPCM certification program having centers across Mumbai and also having centers outside Mumbai.