About CFPCM
CERTIFIED FINANCIAL PLANNERCM Certification (CFPCM) is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community.
WHY CFPCM
INTERNATIONAL RECOGNITION
CFP is the world’s most prestigious Certification for those wanting to make a career in the field of Finance. Once you are a CFP in India, you can practice as a CFP in 27 countries across the globe. A CFP is recognized as a leader in the field of Financial Planning across the globe.
INDUSTRY DEMAND
FPSB Ltd.’s international study conducted with 92 financial services firms in 12 territories showed why the majority of firms plan to grow their number of CERTIFIED FINANCIAL PLANNER professionals. 59% of firms reported that employing CFP professionals led to fewer client complaints. 69% of firms reported that employing CFP professionals lowered corporate risk. 69% of firms reported that CFP professionals have a higher rate of growth of assets under management. 76% of firms found that employing CFP professionals led to increased client retention. 79% of firms plan to grow the number of CFP professionals. 84% of firms said employing CFP professionals had a positive impact on client satisfaction within the firm.
SCOPE/OPPORTUNITIES
Pursuing CFP can widen the scope of an individual and open opportunities across various sectors and provide multiple career opportunities: Banking, Insurance, Financial Planning, Accounting & Tax, Wealth Management, Investment Advisory Services, Mutual Funds, Stock Broking, Portfolio Management Services, Various other Financial Services. A CFP professional can also free lance & manage finances for his/her friends, relatives or clients, thus generating an additional earnings stream in the form of commissions, brokerage, incentives, advisory etc.
INTERNATIONAL RECOGNITION
CFP is the world’s most prestigious Certification for those wanting to make a career in the field of Finance. Once you are a CFP in India, you can practice as a CFP in 27 countries across the globe. A CFP is recognized as a leader in the field of Financial Planning across the globe.
INDUSTRY DEMAND
50 companies which include top Bankers, Brokers, MF companies, Insurance Companies (Reliance, TATA, LIC, UTI, ICICI, etc) have signed a petition with the FPSBI board saying that they will be giving 1st preference to CFP certificants when it comes to recruitments. Organizations are making it mandatory for their relationship managers, mutual fund advisors, wealth managers, to take up the CFP Certification Program. Over 3,00,000 CFP’s are required on an immediate basis.
SCOPE/OPPORTUNITIES
Pursuing CFP can widen the scope of an individual and open opportunities across various sectors and provide multiple career opportunities: Banking, Insurance, Financial Planning, Accounting & Tax, Wealth Management, Investment Advisory Services, Mutual Funds, Stock Broking, Portfolio Management Services, Various other Financial Services. A CFP professional can also free lance & manage finances for his/her friends, relatives or clients, thus generating an additional earnings stream in the form of commissions, brokerage, incentives, advisory etc.
112
K
CLASSES COMPLETED
347
K
STUDENTS ENROLLED
451
PROFESSIONAL TEACHERS
992
K
FOREIGN FOLLOWERS
Eligibility for pursuing the CFPCM course
- Undergraduates (12th Pass)
- Graduates (in any stream)
- Working Professionals
- Are you keen to make a career in the financial services sector?
- Are you wondering what to pursue after XII or Graduation? or Are you looking for a career upgrade?
- Are you keen to have a global qualification recognized across 27 countries around the world?
- Are you looking to purse a professional qualification which can be completed within one year?
- Are you looking to work with best companies in field of financial services? or Are you looking to start your own business/practice?
If “YES” is what you have replied to the questions,
then you may seriously consider pursuing the CFPCM certification program.
For more information speak to our Career Counselors.
REGISTER
- Register with CFP4SURE
TRAINING
- Get trained by CFPCM Professionals or study through Distance Learning
- Prepare from our online 2000+ Question Bank
- Practice on our real time Mock Exams
EXAMINATION
- Register with FPSB Ltd
- Purchase the study material provided by FPSB Ltd for each specialist module
- Pass the quizzes & tests on FPSB Ltd’s online learning portal.
- Appear & Pass each Specialist Course Exams
- Apply for Specialist Certificate from FPSB Ltd
- Purchase the study material provided by FPSB Ltd for Integrated Financial Planning Module
- Construct & get the financial plan approved in the FPSB Financial Plan Assessment
- Appear & Pass the Integrated Financial Planning Module
APPLY FOR MEMBERSHIP WITH FPSB LTD
- Fulfill the Experience criteria and abide by the Code of Ethics as laid down by FPSB Ltd
- Get certified by FPSB successfully completing the CFP CM Certification Program.
CAREER
- Eligible to use the CFPCM certification mark & the CFPCM flame logo.
- Eligible to use the CFPCM certification mark & the CFPCM flame logo.
- Make your career with leading Financial Instituions
CFPCM Certification Program
| CFPCM Certification deliverables | Distance Learning
(Self-Study) |
| A)Training
Classroom training by Experienced CFPCM Professionals |
– |
| Unlimited doubt solving sessions | Yes |
| Full time Faculty support | Yes |
| B) Training material
Book for all three specialist certifications, Book for Integrated course of CFP certification |
Yes |
| C) Video Training
Online pre-recorded Video Training by Experienced CFPCM Professionals |
Yes |
| D) I learn
a)Chapter wise PPT for all modules b)Practice Questions & Solutions c)Real time mock exams & solutions d)Complete online support & query solving |
Yes |
| E) Financial Plan Construction
Workshop on Financial Plan Construction |
Yes |
| F) Placements
a) Guaranteed Internship b) 100% placement assistance c) Soft skills training & Interview Etiquettes d) Professional Resume Making |
–
Yes – – |
Module 1
- FPSB Investment Planning Specialist
Module 2
- FPSB Retirement and Tax Planning Specialist
Module 3
- FPSB Risk and Estate Planning Specialist
Module 4
- Integrated Financial Planning
- Exams are computer based with multiple choice
- No negative marking
- Following is the exam structure:
| Module Name | Exam date | Exam Location | Duration of Exams | Total Marks | Passing |
| FPSB Investment Planning Specialist | Monthly
(On the Dates which will be announced FPSB Ltd) |
Home proctored & NISM centre (Andheri) | 2 hours | 75 | |
| FPSB Retirement and Tax Planning Specialist | 75 | ||||
| FPSB Risk and Estate Planning Specialist | 75 | ||||
| FPSB Integrated Financial Planning Course |
As per the Assessment Cycle which will be declared by FPSB |
3 hours | 100 |