PROGRAM OVERVIEW
The CFPCM Certification is accorded by the Financial Planning Standards Board, India (FPSB) which is essentially a public private enterprise and a professional standards setting body that proactively guides the development and promotion of standards for financial planning professionals to benefit and protect the public within the country.
FPSB India is a part of leading Global Confederation - Financial Planning Standard Board (FPSB) council that promotes CFPCM certification. It is an affiliate of Financial Planning Standard Board (FPSB) based in Denver, U.S.A. The other affiliates are from the various countries- i.e. Australia, Austria, Belgium, Bermuda, Brazil, Canada, France, Germany, Hong Kong, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, United Kingdom, and U.S.A. Hence, the certification has international acceptance.
The CFPCM program is a comprehensive educational tool to equip the prospective financial planner with the requisite knowledge to be able to advise clients on meeting their financial goals. The CFPCM certification wins trust and presents opportunities worldwide.
BENEFITS OF CFPCM CERTIFICATION
The CFPCM - Certified Financial Planner (CFPCM) and Certification marks are the most recognized Financial Planning marks in the world.
- Expertise and credibility as a financial planner is instantly communicated
- Career and professional development opportunities are enhanced.
- Become a coach and a problem solver
- Clients are more satisfied.
- Earnings reflect your personal status
- Have tested yourself against the best, and met the challenge
- Gain AFP qualification along with this
- CFPCM certification being offered in 20 countries
- Promoted in India by 44 financial institutions
COURSE CURRICULAM
The curriculum prescribed by FPSB consists of six modules:
- Introduction to financial planning
- Risk management & insurance planning
- Retirement planning & employee benefits
- Investment planning
- Tax & estate planning
- Advanced financial planning.
PROGRAM DESIGN STRUCTURE
ELIGIBILITY
- Under – Graduate(including 12th pass students) + 6 years experience in financial services
- Graduate + 3 years work experience in financial services
- Graduate + 5 years work experience in other services
- For AFP (Associate Financial Planner) – experience not required
- Challenge status path – C.A.,CFA, C.S.,ICWA, LLB, Graduate, M.Phil., Ph.d + 3 years work experience
ADMISSION
Admission at HLCPE is available round the year.
DURATION
The course can be completed in a year’s time at the earliest. However, the student must complete the course within a maximum period of 7 years as per FPSB India norms |
