Certified Financial Planner

Financial Planning

Course Objective

A Certified Financial Planner or CFPCM is the most sought after designation today. Considered as the highest standard qualification in the field of financial planning, it is the most significant certification that any financial planner may acquire.

CPF certification programs are offered in India by FPSBI, which is affiliated with FPSB Inc., Denver, USA, and is the sole licensing authority for CFP certification in India. FPSBI pro-actively guides the development and promotion of standards for financial planning professionals. Informed opinion is unanimous that in the near future, CFP professionals will be the most sought

Why IIJT?

• CFP program at IIJT is 100% Satellite Delivered: The VSAT technology is the latest technology being employed in education by IIJT, the training is rendered by top trainers from our Central studios in Bangalore & Delhi via satellite to students at all the centres. Our satellite classrooms form a huge networks sweeping across the country in multiple cities.
• CFP certified faculty panel: IIJT's star panel of CFP certified faculty and trainers will guide you through the course, broadcasting from our VSAT studios so that students at all our centres have access to the best.
• Eminent CFP Guest Faculty from the Industry: Will conduct sessions with students giving them real time market relevant inputs as guest faculty.
• Attend as per your convenience: IIJT centres are spread across the country and are fully functional and equipped. So students have a choice of attending sessions at a centre nearest to them.
• Live Sessions: All sessions are live and students can clarify their doubts instantly.

Eligibility:
There are two pathways open to aspiring CFP's.

1. Regular Pathway - where you need to have completed class XII and worked in finance for five years or you should be a graduate with three years experience in finance.
2. Challenge Status Pathway - where candidates should be graduates with a minimum of three years financial services experience with a specialized degree / diploma / certificate in finance or related subjects (CA, ICWA, LLB, MBA-finance etc).
   
   Under the Regular Pathway, candidates have to pass five exams while in the Challenge Status Pathway, only the final exam needs to be cleared.

Course Structure

Module No.	Modules Covered	No. of Session	No of Hours
1	Introduction to Financial Planning	11	22
2	Risk Management & Insurance Planning	11	22
3	Retirement Planning & Employee Benefits	11	22
4	Investment Planning	13	26
5	Tax & Estate Planning	19	38
6	Advanced Financial Planning	15	30
	TOTAL	80	160

Job Opportunities

Wealth Managers, Portfolio Managers, etc in Banking & Financial Services Companies.

ICICI, SBI, Standard Chartered Bank and others are making it mandatory for their relationship managers to acquire a CFP certification. Regulatory bodies like SEBI, IRDA and PFRDA etc, are gradually educating and encouraging individuals to consult CFP's for their financial needs.

FPSBI has 50 charter members companies including Axis Bank,Bajaj Capital, Birla Sunlife, BNP Paribas, Citibank, HDFC, ICICI, Kotak Mahindra, L&T, LIC, Metlife, Reliance, Religare, SBI, Standard Chartered Bank, Tata, UTI and World Gold Council.