Cfp
This query is : Resolved
02 March 2013
Duration:- 1 Year
Eligibility:-
* To enroll for CFPCM Certification and sit for the exams the minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
* To qualify as a CFPCM Certificant the minimum requirement is to clear all modules and:
* Graduation Degree (Any field) + 3 years Work Experience
or
* Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field
* To qualify as an Associate Financial Planner (AFP) the minimum requirement is:
* Clear any one Module of the CFPCM Certification
* Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
COURSE CONTENT:-
* INTRODUCTION TO FINANCIAL PLANNING - Module 1
* INSURANCE AND RISK MANAGEMENT - Module 2 (Exam I)
* RETIREMENT PLANNING AND EMPLOYEE BENEFITS - Module 3 (Exam II)
* INVESTMENT PLANNING - Module 4 (Exam III)
* TAX PLANNING AND ESTATE PLANNING - Module 5 (Exam IV)
* ADVANCED FINANCIAL PLAN CONSTRUCTION - Module 6 (Exam V)
Eligibility:-
* To enroll for CFPCM Certification and sit for the exams the minimum requirement is to have a Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
* To qualify as a CFPCM Certificant the minimum requirement is to clear all modules and:
* Graduation Degree (Any field) + 3 years Work Experience
or
* Higher Secondary Education Degree or equivalent + 6 years work experience in any financial field
* To qualify as an Associate Financial Planner (AFP) the minimum requirement is:
* Clear any one Module of the CFPCM Certification
* Tenth Standard Degree (S.S.C., I.C.S.E, C.B.S.E any other equivalent degree)
COURSE CONTENT:-
* INTRODUCTION TO FINANCIAL PLANNING - Module 1
* INSURANCE AND RISK MANAGEMENT - Module 2 (Exam I)
* RETIREMENT PLANNING AND EMPLOYEE BENEFITS - Module 3 (Exam II)
* INVESTMENT PLANNING - Module 4 (Exam III)
* TAX PLANNING AND ESTATE PLANNING - Module 5 (Exam IV)
* ADVANCED FINANCIAL PLAN CONSTRUCTION - Module 6 (Exam V)
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