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    Stratagem financial

    school

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    Financial planning is the process of meeting ones life goals through

    proper management of finances.

    Life goals can include buying a home, saving for your children's

    education/ Higher Education, Marriage, and Retirement corpus

    while ensuring Tax Efficiency, Risk management, etc.

    What is Financial Planning?

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    Who is a Financial Planner?A Financial Planner helps clients create personal

    budgets, control expenditures, set goals for saving and

    implement strategies for accumulating wealth.

    Major areas include: cash flow management, education

    planning, retirement planning, investment planning, risk

    management and insurance planning, tax planning,

    estate planning and business succession planning

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    Financial Planners - The Personal CFOs

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    Mark of Quality The World Over

    CERTIFIED FINANCIAL PLANNERCM

    Designed specifically for high-achieving business professionals, and career

    changers

    Innovative course content, best faculty interaction and healthy learning

    environment

    Tested for Competency, Education, Examination & Work Experience

    Committed to Ethical Conduct, Code of Ethics & Rules of ProfessionalConduct

    Highest Level of Certification globally in the field of Financial Planning

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    Levels of Certification

    CERTIFIED FINANCIAL PLANNERCM

    ( CFPCM )

    ASSOCIATE FINANCIAL PLANNER (AFP)

    Testing Modules Module I: Introduction to Financial Planning

    Module II: Risk Analysis and Insurance Planning

    Module III: Retirement Planning and Employee Benefits

    Module IV: Investment Planning

    Module V: Tax Planning and Estate Planning

    Module VI: Advance Financial Planning

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    CFPCM WORLDWIDE

    Australia Austria Brazil Belgium Canada

    China Chinese Taipei France

    Germany Hong Kong India United Kingdom United States of America

    Netherlands Indonesia Ireland Japan Malaysia New Zealand Republic of Korea Singapore South Africa Switzerland

    Across 23 countries

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    How will I be benefited from this program?

    You become a Self illuminated Expert in financial

    planning based advisory

    You attain a global position for yourself.

    You join an elite group in the Financial world.

    You move ahead of the increasing competition.

    You get preference for coveted positions with

    reputed organizations.

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    Facilities Provided by our Financial School

    Prominent academicians with both industrial and academics experience.

    Sophisticated Course material designed by a team of CFPCM

    100 % Placement after completion of all modules.

    Wi-Fi enabled Campus

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    Career Options at large

    Training Research Financial planning

    Journalism Academics

    Sales of financial products Bank Asset management company Life Insurance Share brokers Portfolio manager

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    Financial Planners Career Path

    Levels Job Profile Qualification/ Experience Expected Earnings (p.a.)

    Entry

    Trainees and executives withWealth Management Firms,

    Banks and ProductDistributors

    Pursuing CFPCMCertification + Graduate

    FresherRs. 3 to 6 Lakh

    MiddleRelationship Managers,

    Wealth Managers, FinancialPlanners/Advisors,

    Passed CFPCMCertification Exam + Work

    Exp. of 1-2 YearsRs. 6 to 12 Lakh

    Senior

    Functional Heads likeRetirement Specialists, Tax

    Specialists , Business &Regional Heads

    CFPCM Certificant withmore than 3 year workexperience and other

    professional qualifications

    Above 12 Lakh

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    Charter Members of FPSB India have resolved that they will

    give first preference to CFPCM Certificants in recruitment

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    Stratagem Solutions

    201/A, Lake Shore Towers,Rajbhavan Road,Somajiguda,Hyderabad-500082Tel: +91 9885195652Email Id: [email protected]

    CONTACT US

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