Plan Your Financial CareerWith Our Guidance

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INDEX

Awards and Accolades

CMBenefits of CFP Certification

CMDemand of CFP Professionals

Job Opportunities and Pay Scale

Charter Members of FPSB India

CMPathway to CFP Certification

Our Program Offering

The Key Differentiators

C MAbout CFP Certif ication & FPSB India

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CMAbout CFP Certification & FPSB India

Awards and Accolades

ECONS Education Summit And Awards

April 2016

Best Placement Institute in Banking

March 2017

Indian Education Congress

March 2016

Best Learning & Development Program

June 2016

Best Vocational Training Institute

May 2016

Best Banking Training Academy

March 2017

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CMDemand for CFP Professionals

• Banking

• Wealth Management Companies

• Stock Broking Firms

• Investment Advisory Services

• Financial Planning Services

• Life and General Insurance

• Accounting and Law Firms

• Asset Management Companies

• Credit Counseling Organisations

UNLOCKTHE GREAT

CAREER OPPORTUNITY

CMIn India, CFP recipients are in high demand in the following fields:

by 2020,

Job Opportunities and Pay Scale

Levels

Entry Upto INR 3Lacs

Sales Managers, Relationship

Managers, Wealth Managers,

Financial Planners / Advisors,

Investment / Insurance

Advisors

INR 4 to 8 Lacs

Charter Members of FPSB India

Pathway Requirements

Education

Examination

4. FPSB Financial Planning Capstone Course

1. FPSB Investment Planning Specialist

3. FPSB Risk and Estate Planning Specialist

2. FPSB Retirement and Tax Planning Specialist

ExperienceCMEither pre or post CFP examination (3 years for graduates & 5 years

for non-graduates)

Ethics Additional test on ETHICS will be conducted before Level-4

Examination

CMŸ Candidate is authorized by FPSB India to use CFP i.e. CERTIFIED

FINANCIAL PLANNER

CM Ÿ An individual can become a CFP or choose to be a specialist in

individual sectors like Investment Specialist, Retirement Specialist,

Insurance Specialist provided by recognized body.

* All examinations are facilitated by NSE and conducted online on NCFM platform on

NSE's examination centres and other NSE networked sites throughout India.

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thA candidate must be HSC/12 pass at the time of enrolment and has

to complete the education criterion, which is passing the following

four examinations

Ÿ Principles of Risk Management

Ÿ Risk Exposure

Ÿ Introduction to Insurance

Ÿ Insurance Company & Intermediary Selection

Ÿ Strategic Solutions

Module I Risk Management and Insurance Planning

Ÿ Retirement Needs Analysis and Projections

Ÿ Retirement Principles

Ÿ Potential Sources of Retirement Cash Flow

Ÿ Retirement Cash Flow, Withdrawal Projections

& Strategies

Ÿ Retirement Objectives

Module I Retirement Planning

Ÿ Taxes payable by an Individual

Ÿ Record-keeping

Ÿ Effects of Selling Property

Ÿ Cross-Border Taxation

Ÿ Tax Planning Strategies

Module II Tax Planning and Optimization

Ÿ Time Value of Money

Ÿ Budget & Emergency Fund

Ÿ Personal Financial Situation

Ÿ Cash Flow Demands and Conflicts

Ÿ Deb & Financing Alternatives

Ÿ Financial Management Services

Module I Personal Financial Management

Ÿ Asset Classes & Securities

Ÿ Investment Performance Management

Ÿ Behavioral Finance

Ÿ Investment Theory

Ÿ Investment Objectives, Constraints & Suitability

Ÿ Principles of Investment Risk

Ÿ Asset Allocation

Ÿ Pooled Investment Products

Ÿ Wealth Management

Module II Investment Planning & Asset Management

Ÿ Anti-Money Laundering

Ÿ Economic Environment & Financial Advice

Ÿ Social & Political Environments

Ÿ Introduction to Regulatory Environment

Ÿ Legislated “Client Best Interest” Requirement

Ÿ Compliance & Implications

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CMDetailed Program Outline For Certified Financial Planner CFP

Module III Regulatory Environment

Ÿ Estate Planning Process

Ÿ Estate Planning Terminology

Ÿ Estate Planning & Wealth Distribution Goals

Ÿ Planning for Incapacity

Ÿ Transfer during Life & Death

Module II Estate Planning

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L 1

LE

VE

L 2

LE

VE

L 3

Level 4: Covers comprehensive financial planning in the form of case studies.

1. Level 4 can be taken only after completing the first 3 levels.

2. The passing rate for all levels is 50% with No Negative marking and MCQ Format

Note:

Our Program Offering

Duration: 6 to 8 months

Ÿ Exhaustive Online Courseware

Ÿ Online Mock Tests

Ÿ Exhaustive learning based on core and practical concepts

Ÿ Official Curriculum provided by FPSB Ltd.

Ÿ Flexibility to attend missed classes based on class schedule

Ÿ Case Studies with Mock Tests

Add-ons

Ÿ Financial Plan construction training by an Industry Expert

Ÿ Guest Lectures by industry Experts

Ÿ Advanced Excel from Financial Planning Perspective

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WHY CHOOSE BANKEDGE?

THE KEY DIFFERENTIATORS

n Practical exposure to Financial Planning Industry with the help of empaneled Financial Experts

n 100% practical know-how on Financial Planning

n The Best in class curriculum

n 100% placement support

n Industry Internship and On-the-job Training

n In-built Advanced Excel training from Financial Planning Experts

n Experience Faculty Members

nCMMock Exam and Preparation for CFP

Certification

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