Enroll for CFP certification. Become financial planner from advisor or Broker..

1. From Ashish Mumbaiwala, CFPCM
www.ashishmumbaiwala.com
www.fpsbindia.org
M - 9099556500

2.  BBA / MBA are most preferred graduation in
india.
 There are 4000+ Institution’s across the
country
 There are 400000+ ( Four lakhs plus ) MBA
Graduate’s produced every year by India.
 There are only 40000+ new vacancies for
MBA Graduate availed by Industries.
 Note : All above figure are from Google May, 2014

3.  CFP - CERTIFIED FINANCIAL PLANNER,
 CFP is Internationally recognized certificate,
in Personal financial planning. (25 Countries)
 In India CFP certification given by “FPSB India”

4.  6 - 8 months program.
 NISM online examination Platform.
 Highest credential offered in “Personal Financial
Planning “
 CFPCM Certification is promoted by top 50+ financial
companies in India like LIC, ICICI, HDFC, UTI, RELIANCE, BIRLA,
RELIGARE, BARCLAYS, TATA, CITIBANK, HSBC, AMERICAN EXPRESS,
KOTAK, SBI, STANDARD CHARTERED, DEUTSCHE BANK to name a few
 As per research – “Financial Industry required more than
ONE LAKH CFP Across India”.

5.  Introduction to Financial Planning
 Risk Analysis & Insurance Planning
 Retirement Planning & Employee Benefit
 Investment Planning
 Tax Planning & Estate Planning
 Advance Financial Planning ( Exam )
 Goal base Inflation Adjusted Investment Planning
(Retirement, Child Marriage/ Higher Education, Vacation, Foreign Tour etc.)
 Suggested suitable Investment plan for each Goal
 Calculation of tax liability for assessment Year and Suggest tax saving
strategies.
 Debt reduction planning
 Expenses Reduction planning – Saving is Income
 Philanthropy Planning

6. Regular Path
1)Introduction to Financial Planning Fast Track or
4 Module Challenge status
2) Risk Analysis & Insurance Planning
3) Retirement Planning &
Employee Benefit Prof. Qualification
4) Investment Planning Exp. 3yrs Corporate
5) Tax Planning & Estate Planning or 5 yrs
6) Advance Financial Planning Exam 5 Individual Industry.
Qualification Required : 12 +
Sr.
No.
Regular Path
1 Introduction to Financial Planning (NO EXAM)
MODULE – 2 TO 5 ( 2 Hours Exam )
2 Risk Analysis & Insurance Planning
3 Retirement Planning & Employee Benefit
4 Investment Planning
5 Tax Planning & Estate Planning
6 Advance Financial Planning Exam 5 ( 4 Hours Exam )
Qualification Required : 12 +

7.  Training from a expert and Experienced CFP Give right track to
study, Time saving, exam oriented practice.
 More understanding for, How to give exam?!!!.. which can give
benefit to get upper grade A OR B+
 Save expenses as do not need for Repeat exam, Can pass Exam
with one attempt
 Trainer give paper format which help to understand, which question
attend first, Give confidence by acquisition of passing marks in first
minimum time…. After that try for Grade benefit.
 Major changes in course or Rules regulation towards TAX, SEBI etc.
 Right time guide lines provided, one place solution for all your
Problems.
 Got real life practicing benefit means understanding of use of study
after getting CFP Certificate.

8. 1. Read question/problem twice ( what is ask? )
2. Draw right timeline ( Visual Impression )
3. List down all Important Information ( Variable )
4. Construct Steps (How to solve Problem ?!!!..)
5. Execution - Calculation

11.  Registration with FPSB India Rs.11246/-
 Examination fee for each
 4 Module (2247 x 4 ) Rs. 8988/-
 5th Module Examination fee Rs. 5647/-
 ----------
 Total payment during courseRs. 25881/-
 Coaching charges Extra

12.  CFP Edcuation
 Tax Calculation
 Insurance – Human Life value
 Goal base Investment Planning
 Estate Planning
 Salary format – Tax Plann & Employee Benefit
 SIP - Mutual fund Investment – Time value
 Power of Compunding

13. Ashish Mumbaiwala, CFPCM
For more detail visit
www.ashishmumbaiwala.com
M - 9099556500