CFP Presentation Slide Show

8/6/2019 CFP Presentation Slide Show

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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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Documents

CFP Presentation Slide Show