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FINANCIAL PLANNING

GOALS CAN ALL BE ACHIEVED If Planned Well…

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FOR

BUT, WHERE IS THE ‘AAM AADMI’ TODAY?

When should I retire? What is

the exact amount of corpus required?Help me

buy a car/house

ASAP!

Which is the best

insurance policy for me

and my family?

No idea how to claim for

hospitalization!

Where should I invest?

Stocks, Gold Property,

MF?

Is my loan too

expensive??

How much should I save

for my children's education/ marriage?

Forgot to File Tax Returns/

Insurance Premium!!

AN

AUTHORIZED

PROVIDER

FOR

CHARTERED ACCOUNTANT

WEALTH MANAGER

STOCK BROKER

RISK MANAGER

INVESTMENT ADVISOR

CFP

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AUTHORIZED

PROVIDER

FOR

ONE STOP SOLUTIONFOR ALL YOUR FINANCIAL

NEEDS!

INSURANCE AGENT

Achieving Short Term/Long Term

GOALS

In the desired duration of

TIME

By bearing

MINIMUM RISK

ROLE OF A CFPCM PROFESSIONALAN

AUTHORIZED

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FOR

Highest Credential in the field of Personal Finance

Internationally Recognized across 24 Countries

Highest Industry Recognition in India and abroad

Endorsed by 50 Finest Finance Companies in India

Recognized as a Professional Qualification worldwide

Rated as the Highest Paid Job by “Job Almanac”

Rated as “Gold Standard” by “Wall street Journal”

WHAT IS CFPCM CERTIFCATION PROGRAMAN

AUTHORIZED

PROVIDER

FOR

• Banking

• General & Life Insurance

• Financial Planning

• Accounting and Tax

• Wealth Management

• Investment Advisory Services

• Mutual Funds & Stock Broking

• Portfolio Management Services

• Other Financial Services

ONE QUALIFICATION MULTIPLE CAREER OPPORTUNITIES A

N

AUTHORIZED

PROVIDER

FOR

Reliance Mutual Fund Asked it’s 40,000 Mutual Fund Advisors (“IFA”) to take up the CFPCM Certification

State Bank of India is the highest employer of CFPCM Certificants in the past few years

Religare Securities hired CFPCM Certificants for their Wealth Management Department

Quantum AMC hired CFPCM Certificants for their Financial Planning Department

India Infoline hired CFPCM Certificants for their Wealth Management Department

Anand Rathi hired CFPCM Certificants for their Wealth Management Department

INDUSTRY DEMANDKotak Mahindra Bank made it mandatory for all their

“Relationship Managers” to take up CFPCM Certification recently (Irrespective of their educational background)

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AUTHORIZED

PROVIDER

FOR

RELIANCE MUTUAL FUND

STATE BANK OF INDIA

RELIGARE SECURITIES

QUANTUM AMC

INDIA INFOLINE

ANAND RATHI

INDUSTRY DEMAND

KOTAK MAHINDRA BANK

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AUTHORIZED

PROVIDER

FOR

DEMAND-SUPPLY DYNAMICS

OTHER FINACIAL SERVICES INTERMEDIARIES IN INDIA

REQUIREMENT OF OVER 3,00,000 CFP’s IN INDIA

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Country CFPCM Certificants Population (In Crores)

USA 58,830 25

Japan 15,802 12

Canada 17,230 6

India 2,000 ONLY 120

20,00,000+ Life Insurance Agents50,000+ Mutual Fund Advisors10,000+ Brokerages Service Branches25,000+ Bank Branches5,000+ Insurance Services Branches

JOB OPPORTUNITIES

Levels Job Profiles Qualification

Entry

Trainees and executives with Wealth Management Firms, Insurance Co’s, Banks and Product Distributors

Pursuing CFPCM Certification +

Graduate Fresher

Middle

Relationship Managers, Wealth Managers, Financial Planners/Advisors

Passed CFPCM Certification Exam

+ Work Experience of 1-2 Years

Senior

Functional Heads like Retirement Specialists, Tax Specialists, Branch & Regional Heads

CFPCM Certificant with more than 3 year work experience

and other professional qualifications

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GLOBAL RECOGNITION FOR THE CFPCM CERTIFICATION PROGRAM

Australia Austria Brazil Belgium Canada China Chinese Taipei France Germany Hong Kong India Netherlands

Indonesia Ireland Japan Malaysia New Zealand Republic of Korea Singapore South Africa Switzerland United Kingdom United States of

America

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FINANCIAL PLANNING STANDARD BOARD (FPSB) A

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CHARTER MEMBERSAN

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The following companies have resolved that they will give first preference to CFPCM Certificants in recruitment

CFPCM CIRRICULUM

Module 1

Introduction to Financial Planning

Module 2

Module 3

Module 6

Module 5

Module 4

Risk Analysis & Insurance Planning

Retirement Planning &Employee Benefits

Investment Planning

Tax Planning & Estate Planning

Advanced Financial Planning

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ELIGIBILITYAny individual who has a HSC degree or equivalent can enroll for the CFPCM

Certification Program

FLEXIBILITY OF STUDIES

Lectures are conducted only once a week for 3 hrs

Lectures are conducted across 6 centers all over Mumbai:

# Churchgate # Dadar # Bandra# Borivali # Thane # Vashi

Weekend batch (Sat/Sun) & Weekday batch available

Methods to Pursue the CFPCM certification program

CLASSROOM TRAINING

DISTANCE LEARNING

CHALLENGE STATUS*

*Working Professionals who have educational qualifications in addition to graduation and 3-5 years of work experience, can pursue CFPCM Certification through this fast track mode i.e. Challenge Status.

FLEXIBILITY OF EXAMS

EXAMINATION AIM

Examinations are conducted to test the conceptual knowledge of an individual & its implementation. Hence an online, multiple choice format is followed with no negative marking for wrong answers.

EXAMINATION DATE

Exams are conducted everyday by the NSE, except on Sundays & Public holidays.

EXAMINATION PATTERN

• A total of 5 examinations need to be given (Module 2-6)

• No examination is conducted for Module 1 - Introduction to Financial Planning, however, 20% of all the questions in the exams would cover topics from this module.

• Exams for Module 2-5 can be given in any order

• The examination for Module 6 is conducted in a case study format

* Working Professionals who have educational qualifications in addition to graduation and 3-5 years of work experience, can pursue CFPCM Certification through this fast track mode – Challenge Status (These candidates need to appear for only 1 Exam i.e. Module 6: Advanced Financial Planning.

CFPCM CERTIFICATION WITH FPA

Trained over 1000 students & and an equal number of working professionals over the past 6 years

Corporate Trainers to ICICI Bank, Birla Sunlife, SBI Life

Training students from Standard Chartered, Edelweiss, Relaince Money, Deutsche Bank, HSBC, Anand Rathi & many more.

Empanelled with Reliance Mutual Fund to train their Independent Financial Advisors

FPA IS THE No. # 1 AUTHORIZED EDUCATION PROVIDER IN INDIA OF THE CFPCM PROGRAM

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Financial Planning Academy is an Education Initiative of SRE – Sykes & Ray Equities, An established broking company with 450 sub brokers all across the country

Thus enabling students to:

Bridge the gap between theoretical and practical aspects of finance

Develop strong conceptual knowledge & better implementation

Keep updated with the current trends & market scenario

Solve doubts/queries with the help of full time in-house faculty through unlimited help sessions

EVERY FACULTY MEMBER OF FPA IS A WORKING CFPCM PROFESSIONAL

CFPCM CERTIFIED FACULTY MEMBERS BY FINANCIAL PLANNING ACADEMY A

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Training Material Includes:

MS EXCEL Training & Certificate

Complete Set of Books for all 6 Modules

Updates Case Study & Reference Material

Industrial Visit

Financial Calculator

1. Certificates for each module provided & Convocation Ceremony2. Complete assistance in registration & examination procedures with FPSBI & NSE

THE TRAINING MATERIAL OF FPA IS APPROVED & RECOMMENDED BY FPSBI

TRAINING MATERIAL & SESSIONSBY FINANCIAL PLANNING ACADEMY

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i-Learn Includes:

Topic wise notes & online summary for all modules

Real time mock exams for all modules, with their solutions

Over 5000+ practice questions with their solutions

Complete online support & query solving

FPA PROVIDES AN ONLINE TRAINING PORTAL CALLED i-LEARN

ONLINE TRAINING PORTAL – i-LEARNBY FINANCIAL PLANNING ACADEMY

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FOR

INTERNSHIPS & PLACEMENTS BY FINANCIAL PLANNING ACADEMY

GUARANTEED INTERNSHIP PROGRAMS & COMPLETE PLACEMENT ASSISTANCE is provided to all our students along with: • Soft Skills Training• Resume Making• Interview Etiquettes

LIST OF FEW LEADING FINANCIAL INSTITUTIONS HIRING CFP’S/AFP’s FROM FPA• Axis Bank

• FPSBI• EdelCap• Edelwise• AIWM• Citrus Advisors• Bajaj Fin Serve• Ladder 7• Financial Hospital• Network FP• Finapple Access• Apna Paisa

• Religare Macquarie Private Wealth• FP Consultancy Firm• Birla Sun Life Insurance• Ffreedom Financial Planners• Kiran Sharestockers•TBNG Financial Consultants• Manisha Bangera & Associates• Optimum Financial Technologi es• Investment Yogi• i-Fast Financial India• Principal PNB AMC• Shreya Financial Planners

• SBI• Kotak• ICICI• HSBC • HDFC Bank• Karvy Wealth• Anand Rathi • Reliance MF• Credit Expert• Vibrant Securities• Plant Rich• India Infoline• MS Ventures

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IN THE MEDIA!!!AN

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FOR

http://www.accessmylibrary.com/article-1G1-223897293/reliance-mf-pact-turn.html

http://www.hindustantimes.com/business-news/Features/Distributors-turning-into-financial-advisers/Article1-538937.aspx

http://richa-news.blogspot.in/2008/11/state-bank-of-india-is-looking-out-for.html

http://www.investopedia.com/categories/buzzwords.asp#axzz2Mx3Lfd1rhttp://www.dnaindia.com/money/report_insurance-queries_1061124

http://www.financialexpress.com/news/afp-members-to-give-priority-to-first-batch-of-cfp-certificants-in-recruitment/105676

CONTACT USCHURCHGATE - HEAD OFFICE

1st floor Doulatram Mansion, Kitridge Road, Above Corporation Bank, Near Colaba Fire Brigade, Colaba, Churchgate, Mumbai - 05

Contact Numbers: (022) 22797 308 / 385 / 397 / 400 / 404 Mobile: 80825 66090, 99203 50340

BRANCHES

DADAR: 3, Ground floor, Hindrajasthan building, Dada Saheb Phalke road, Dadar (E), Mumbai – 400014. Contact :- 80825 66072

BANDRA: M.M.K College, T.P.S. III, 32nd Road, Bandra (W), Mumbai – 400050.Contact : -  80825 66073 

BORIVALI: 1st floor, Dharmakshetra II, Shimpoli Road, Near Gokhale school & adjacent to Ambali Mata Mandir, Borivali (W), Mumbai – 400092. Contact :- 88799 70003 

THANE: Ground Floor, Purnima Building, Opp. Thane Railway Station, Near Girnar Tea Shop, Thane (W), Thane:- 400 601 (Opp. the railway station) Contact :-  98210 33616 

VASHI: B-371, First Floor, Vashi Plaza, Sector 17, Vashi, Navi Mumbai – 400705 Contact :- 98210 33616 

www.FPA.edu.in | (022) 22 797 400 | fpa@FPA.edu.in

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