CFP : Certified Financial Planner

Why CFPCM?

  • Rated By CNBC As A Hot Job
  • Part Time Course
  • Get Certified In Just 5 Months
  • Home-Study Distance Learning Option Available
  • Highest Qualification For Financial Planners
  • Internationally Recognized In Over 23 Countries Worldwide
  • The Most Reputed, Successful & Highest Paid Financial Planners In The World Hold This Qualification

Over 50 of India’s leading and most prestigious organizations have firmly committed that they prefer hiring CFPCM qualified instead of those who are not. Don’t get left out.






Why NIPS?

  • Best Study Material In The Industry
  • Best Faculty – Highest Number Of In-House CFPCM Professionals
  • NIPS Is Part Of The New Era Education Society (Estd. 1963)
  • Extensive Practical Training On Microsoft Excel For Financial Modeling
  • Case Study Mode Of Learning
  • Practical Training
    (Best Hands-On Computer Lab)
  • Online Assistance

Who Is Searching For CFPCM Candidates?

  • Banks
  • Insurance
  • Mutual Funds
  • Brokerage Firms
  • KPOs
  • Equity Research
  • Non-Banking Finance
  • Financial Planning
  • Asset Management

FPSB India

CFP - FPSB India

FPSB India administers the CFPCM certification in India & has several financial service companies as its charter members who are committed to give preference to CFPCM Certificants in their recruitment.


Program Overview

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

Financial Planning Standards Board, India is a Professional Standards Setting body that proactively guides the development and promotion of standards for Financial Planning Professionals. It is an affiliate of Financial Planning Standards Board (FPSB) based in Denver, USA. FPSB India oversees the administration of the internationally recognized Certified Financial Planner professional certification process.

Certified Financial PlannerCM Certification is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional Certification – Certified Financial PlannerCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and fathom a satisfying career in the financial services industry.

FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB, USA. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning.

Financial Planning

Financial Planning is a six step process that encompasses establishing the present and anticipated assets and liabilities and providing impartial assistance in analyzing and organizing an individual’s personal and financial affairs in order to achieve his financial goals and objectives.

CFP - Financial Planning Process

4 E’s Criteria For Initial Certification

CFPCM Certification Worldwide is awarded by FPSB Affiliates to competent & qualifying candidates fulfilling the 4 E Criteria of CFPCM Certification, i.e.,

  • Education: A candidate must complete academic coverage of the Financial Planning curriculum by undergoing the 6 Module CFPCM Certification Education Program.
  • Examination: The CFPCM Certification Examination is designed to assess the candidate’s ability to apply Financial Planning knowledge to real-life Financial Planning situations. The Examinations are conducted by the FPSB India through National Stock Exchange (NSE) countrywide.
  • Experience: The experience requirement qualifies work experience that involves Personal Financial Planning. The experience criterion is designed to provide the public the assurance that the candidate understands the counseling nature of personal financial planning.
  • Ethics: To get the CFPCM Certification, candidates after meeting Education, Examination & Experience criteria must agree to abide by FPSB India’s Code of Ethics, Rules of Professional Conduct, Practice Standards & Disciplinary Rules & Procedures.

Course Structure

The CFPCM Course curriculum consists of 6 modules:

1: Introduction To Financial Planning

This module of CFPCM Course is comprehensive and offers a complete overview of the financial planning process. It focuses on a globally accepted six-step financial planning process: general principles of cash-flow planning, budgeting, legal aspects of financial planning and acquaints the students with concepts of risk analysis, investments, insurance, retirement solutions, tax and estate planning, which are covered in greater detail in the subsequent five modules. The career in CFPCM Course has emerged as the flavor of the season.

2: Risk Analysis & Insurance Planning

Second module of CFPCM Course examines the principles of Risk Analysis & Insurance Planning to identify a client’s risk exposure and accordingly select appropriate risk analysis techniques. This CFPCM course module reviews basic insurance products, pertaining to both general and life insurance; analyzes various insurance needs, such as medical, disability, life and general insurance and finally determines the type and amount of insurance best suited to the client’s situation and needs. CFPCM course gives knowledge and expertise to handle all the financial aspects.


3: Retirement Planning & Employee Benefits

This CFPCM Course module assesses the significance of retirement planning, teaches analysis techniques, review of employee benefits (such as EPF, PPF, Superannuation Fund etc.) and the process to be adopted while developing a retirement plan. It focuses on imparting students’ appropriate skills, enabling them to identify retirement needs of the client and recommend appropriate retirement solutions for a happy and tension-free retired life.

4: Investment Planning

Fourth module of CFPCM course trains students in understanding the client’s investment needs and risk appetite and providing suitable solutions aimed at wealth creation. It reviews all categories of investments, client evaluation methods, and economic factors, risk and return analysis, security valuation techniques, asset allocation procedures and portfolio performance assessment. Various techniques and concepts used in portfolio construction and management are also examined.


5: Tax & Estate Planning

This module of CFPCM course aims to enhance the student’s knowledge in the realm of personal taxation and tax planning, by providing a synopsis of the key tax components. Estate planning sub-module introduces the student to the process of developing an estate plan to facilitate inter-generational wealth transfer. It includes assessment of wills, gift deeds, power of attorneys and various succession laws.

6: Advanced Financial Planning

The final module of CFPCM Course builds upon the knowledge gained in the previous modules and incorporates all aspects of personal finance that are vital for developing a comprehensive financial plan. Students are taught the steps necessary for collecting and evaluating client data, developing, recommending and executing appropriate strategies and also important aspects related to ongoing monitoring and evaluation of financial plans. Review of the legal, ethical and regulatory issues affecting financial planners is also covered.


CFPCM Certification

In this era of super specialization, CFPCM Certification wins trust and presents opportunities worldwide. The objective of this CFPCM Certification is to make students learn every aspect of this changing dynamic world. The CFPCM Certification Course covers all the necessary aspects of financial planning, which are incorporated after extensive feedback from employers, and thus our inputs covers all essential exposure, which a student should get to practice as a Financial Planner. The final objective is to make them masters in the field of finance and unleash the future leader in them.

Levels of Membership by FPSB India:

CFP - Levels Of Membership By FPSB India

Course Highlights

The student gets CFPCM designation, the most prestigious and internationally accepted Financial Planning qualification, recognized and respected by the global financial community. CFPCM course is also extension of other financial management courses.

Benefits of the CFPCM Certification education programs are manifold to the aspiring candidates:

  • CFPCM course equipped enhanced career and employment opportunities with Financial Services companies. Services are sought by Banks, Distribution Houses, AMC, Insurance Companies, Equity Broking and Financial Planning Firms.
  • CFPCM course provides you personal satisfaction of achieving the Financial Planning profession’s highest standard and achieving the global benchmark.
  • CFPCM course results in satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long-term relationship and referrals.
  • CFPCM course is an industry promoted program and is completely a recession proof career.
  • More revenue avenues by increasing products and services offered.
  • You learn and apply all aspects of the financial planning process in achieving financial aspirations of your clients and to develop expertise in investments, insurance, retirement, tax and estate planning.

Financial Planner Career

The financial industry is growing in leaps and bounds. There are many career opportunities and job openings in this ever-growing Career in financial planning is quite rewarding as Financial Planner Career is one of the fastest-growing professions across the world and with a huge demand – supply gap in India.

CFPCM career has made its own space in the last decade, particularly demand for financial planners has risen, as individuals have had to assume more responsibility for their own retirement and other financial decisions. Considering the fact that people’s incomes are on the rise, they are seeking guidance to invest their money in the right avenues to reap optimum benefits.

Those who are looking for CFPCM  career in a firm, in India and internationally the opportunities are plentiful and growing fast. Companies such as JP Morgan, Deutsche Bank, Fidelity, CitiBank, Franklin Templeton, HDFC Bank, Kotak, American Express, Reliance, HSBC Bank and ING are a few among the various market leaders that actively recruit CFPs.

The CFPCM certificant has all the necessary knowledge and skills to give financial planning advice and therefore his services are sought after by Banks, Wealth Management Companies, KPOs, Financial Planning Companies, Insurance Companies etc.

Banks

  • Manager- Investment Advisory
  • RM – Financial Institutional Investments
  • Investment Relationship Manager
  • Trade Finance – Relationship Manager
  • Relationship Officer – Retail
  • Manager – Mutual Fund
  • Investment Advisor

Knowledge Process Outsourcing (KPO)

  • Data Analyst
  • Market Researcher
  • Client Development Analyst
  • Derivatives Analyst
  • Equity Analyst
  • Research Associate

Life / Non Life Insurance Companies

  • Data Analyst
  • Sales Manager
  • Manager – Operations
  • Product Manager
  • Agency Manager

Distribution House

  • Manager – Wealth Management
  • Sales Manager
  • Relationship Manager – Institutional Sales
  • Product Manager

Broking Firms

  • Research Analyst
  • Business Analyst
  • Research Associate
  • Technical Analyst

Asset Management Company (AMC)

  • Sales Manager
  • Center Manager
  • Research Analyst

Financial Planning Firms

  • Manager – Financial Planning
  • Relationship Manager
  • Associate Audit

Non-Banking Finance Companies

  • Manager – Financial Planning
  • Relationship Manager

Equity Research Firms

  • Entrepreneurship & Management of Small Business
  • Relational Database Management System

CFPCM Global Recognition

CFPCM Certification is globally recognized and respected. The CFPCM Certification wins trust and present opportunities worldwide. There are more than 1,00,000 certificants practicing in 23 countries worldwide.

CFP - Global Recognition

CFPCM Charter Members

CFPCM Certification enables you to work with the leading Banks, Asset Management Companies and Insurance Companies. NIPS get regular CFPCM job openings from these top companies. FPSB India has over following top 45 Financial Sector Companies as Charter Members which give priority to CFPCM certificants in recruitment.

CFP - Charter Members

Course Eligibility

This CFPCM 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.

Course Duration

Duration:

5 Months (Regular Mode)

Mode:

Regular, DLP (Distance Learning Program) & Online Mode
 
(Regular Classes On Weekends)

Class Timings:

Sunday – 9:30 am To 6 pm