Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. ASSETS is affiliated with the Financial Planning Standards Board, India (FPSB India) for the CFPCM (Certified Financial Planner) Certified Financial Planner Certification Education Program.

FPSB, INDIA

Financial Planning Standards Board India is essentially a public private enterprise and a Professional Standards setting body that proactively guides the development and promotion of standards for Financial Planning professionals to benefit and protect the public in the country. FPSB India closely works with all the stakeholders' viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives.

CFPCM Certification

CFPCM is a certified course provided by FPSB India (Financial Planning standard Board of India), An Autonomous body with a mission of "Provide a pathway for Members to develop the necessary Skills and Knowledge to became successful Financial Planner".

 

The CFP Course curriculum, prescribed by FPSB consists of six modules:

• Module 1: Introduction to Financial Planning
• Module 2: Risk Analysis & Insurance Planning
• Module 3: Retirement Planning & Employee Benefits
• Module 4: Investment Planning
• Module 5: Tax & Estate Planning
• Module 6: Advanced Financial Planning.

We are providing 3 different kind of medium to impart CFPCM education to our students as per their convenience -

• Full Time Course – 300 Hours of Class room study

• Part Time Course – 144 Hours of Class room study

• Distance Learning – *44 Hours of Class room study

Student can adopt the best medium as per his/ her requirement.

On student discretion

Eligibility

This CFP course is a pre-requisite to success for those who want to differentiate themselves in the financial industry. This course can be pursued by undergraduates, graduates and post graduates.

 

To know more about the course and details relating to enrollment into the Certified Financial Planner click here