CFP Self Study

8/8/2019 CFP Self Study

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Knowledge makes the difference


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What is Financial Planning..? It is a process through which the planner helps

individuals to quantify their goals and then chalk out

strategies to achieve them. The strategies are Client Centric and are Holistic in

nature.

It is a step by step process that includes Engagement,

Data Gathering, Analyzing, Developing, Implementing& Monitoring the financial plan of a client.


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Why is Financial Planning important..

To become RICH..


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There are 4 ways of gaining wealth:

You can MARRY it..,

You can INHERIT it..,

You can get a WINDFALL.. or

You can ACCUMULATEit.

To Accumulate Wealth, one needs a strategic

Financial Plan


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CFPCM

is the only internationally recognizedFinancial Planning designation.

CFPCM professionals work in every segment ofthe financial services industry (Banks, AMCs,Wealth Management Companies, BrokerageHouses etc.)

The CFP mark is

rated as the

Gold Standardby the

Wall Street

Journal.


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Financial Planning. Why NOW?

1) Higher disposable incomes.

2) Large number of new products due to opening of

markets and customer demand.3) Complexity of products, hence the need of

specialists.

4) Market is flooded with Product Pushers.

Sound financial advice, the need of the hour.


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Why earn CFPCM

designation? The CFP credentials sets you apart from other financial

advisors & places you at the forefront of the

development of the financial planning profession inIndia & abroad.

Intensive education process provides superior

Financial Planning skills & knowledge resulting inincreased client satisfaction & client retention.


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CFPs are well recognized in 23 countries across the globe

& are the preferred recruits for 50 charter members of

the Financial Planning Standards Board, India.

Most of the foreign banks like Deutsche Bank, HSBC, CitiBank etc. have substantially shifted their banking

operations to Wealth Management and Investment

Advisory services.

Public Sector Banks like SBI, Bank of Baroda etc. have alsoentered in Wealth Management in a big way.

Employment Opportunities


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Growth of Financial Planning Companies:

Anagram Securities, set up by Lalbhai Group of Gujrat,

Religare set up by Ranbaxy,

Ameriprise set up by American Express,

Reliance Money set up by Reliance group, Birla Sunlife Wealth Management set up by Aditya Birla group,

iTrust set up by Harvard and IIM Graduates,

Capital League Wealth Management set up by 2 ex-HSBC ladies (all

women organization)

Thousands of many such companies across the country.


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How do I get CFPCMcertification ..? Complete the 4 Es

1. Education

2. Examination

3. Experience

4. Ethical Standards


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CFP Curriculum

1) Introduction to Financial Planning*

2) Risk Analysis and Insurance Planning

3) Retirement Planning and Employee Benefits

4) Investment Planning

5) Tax & Estate Planning

6) Advanced Financial Planning


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Step 1 :

To get yourself on the Path to CFP you have to Enroll for the

program with International College of Financial Planning (ICOFP),

Indias first and the best education provider.

Step 2 :

In all there are 5 examinations which are conducted at NSE centers

by FPSB, India. All examinations are held online. Examinations are

held round the year after a prescribed lock-in period of 60 daysfrom date of registration with FPSB, India through ICOFP.

Enrolment and Examination Procedure


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Why ICoFP?

Launched in 2002, the International College of Financial Planning (ICoFP),a group company of Bajaj Capital, is Indias finest financial services superspeciality finance college with an exclusive curriculum devoted toFinance, Banking, Insurance & the Research of Equity Markets.

ICoFP has grown with a commanding 90% market share of the Indianmarket for the Certified Financial Planner (CFP) course under the agies of

Financial Planning Standards Board (FPSB) of India, a charter member ofFPSB, USA.

We have a strong student base of over 5,500 students with an enviablepassing ratio of over 85%.

SinceinceptionICoFP hastakenits roleofthemarketpioneerinanevangelicalmannerthathas oftenputus ontheforefrontofinnovatingcurriculum, books &

teachingmethodologythathas arguably becomethebenchmark for financial serviceseducationinIndia for workingprofessionals &thoseaspiringtoenterthe

competitivefinancial servicesindustry.


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Deliverables from ICOFP

1) Easy to understand and comprehensive study material for each

module.

2) Workbooks containing exhaustive question bank developed on

exam pattern.3) Financial Planning Calculator.

) Mock Test- a unique step by step guide to start your study and

also contains important examination questions.

5) Online Review Guide, a unique online tool that simulates theactual exam.

6) Online faculty support to answer your doubts by E-mail.


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Fees Structure- CFP (Self Study)Lu su I stall e t ( ti 1)

Rs.22,000/-

Rs.12,000/- (at ti e f

ad issi )

+

Rs.12,000/- (after 2

ths/ bef re

r curi g the ext set

f b ks.)


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Giveyour resumethepower of

CFPcertification& becomeaglobally accepted

financeprofessional.

CFP Self Study

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