CFP Certification Challenge Status Exam Prep

Course Description

CFP^CM is tough! Not being prepared for it makes it tougher!

Join this course to prepare online and also get study material at your doorstep - anywhere in India!

With 22 LIVE interactive online classes + Comprehensive Study Material, CFP^CM Certification Challenge Status Exam Prep makes clearing examination systematic and easier. The fact that you learn from an instructor who is himself a CFP^CM Professional is just the icing on the cake you need for your preparation.

Why CFP^CM ?

• Certified Financial Planner^CM Certification is the most prestigious and internationally accepted Financial Planning qualification.
• It is recognized and respected by the global financial community.
• The CFP Certification gives you a clear edge over your peers and earns you recognition and respect in the industry.
• Certificate is your pathway to a recession proof career.
• CFP^CM Professional services are sought by Banks, Distribution Houses, AMCs, Insurance Companies, Equity Broking and Financial Planning firms.

NOTE : The charter members of FPSB India, 50 leading financial institutions of the country, have resolved that they will give first preference to CFPCM Certificants in recruitment!

Who are eligible for CFP^CM Challenge Status Program ?

• Bank employees
• Insurance Officers & Advisers
• Financial Consultants
• Tax Advisers
• Portfolio Managers
• Wealth Managers
• Stock Brokers
• Licenciate/Assocoate/Fellow (Life) of III

CFP^CM Certification Challenge Status Exam Prep course package:

• 22 LIVE interactive online classes (2 hours each)
• 44 hours of LIVE interactive coaching
• Two sessions/week between 7.30 PM to 9.30 PM
• Exhaustive study material covering Case Studies with detailed solutions.

Course outline:

• Financial Mathematics using Spread sheet – Session 1
• Financial Mathematics using Spread sheet – Session 2
• Financial Mathematics using Spread sheet – Session 3
• Risk Analysis and Insurance Planning – Session 1
• Risk Analysis and Insurance Planning – Session 2
• Retirement Planning and Employee Benefits – Session 1
• Retirement Planning and Employee Benefits – Session 2
• Retirement Planning and Employee Benefits – Session 3
• Tax Planning –Session 1
• Tax Planning –Session 2
• Tax Planning –Session 3
• Investment Planning – Session 1
• Investment Planning – Session 2
• Investment Planning – Session 3
• Case Study 1 – Part 1
• Case Study 1 – Part 2
• Case Study 2 – Part 1
• Case Study 2 – Part 2
• Case Study 3 – Part 1
• Case Study 3 – Part 2
• Case Study 4 – Part 1
• Case Study 4 – Part 2