Professional Courses

CFP – Certified Financial Planner

If you love planning your finances and would want to have a career in it then this course is a wonderful option. It is a wonderful concept where you learn about planning various things related to finance.  CFPcm is provided by Financial Planning Standards Board India.

 

Eligibility : Any student who has cleared his 12th, HSC or equivalent qualification from any field is eligible to pursue this course

Time required to complete :  Minimum 6-8 months

 

Modules/Exam subjects :

  1. Introduction to Financial Planning (20% questions of this is included in every exam)
  2. Risk Management and Insurance Planning (Exam 1)
  3. Retirement Planning and Employee Benefits (Exam 2)
  4. Investment Planning (Exam 3)
  5. Tax and Estate Planning (Exam 4)
  6. Advanced Financial Planning (Exam 5)

 

Career Opportunities :

  • Banks
  • Non Banking Financial Institutions
  • Insurance
  • Mutual Funds
  • Stock Broking
  •  Taxation
  • Individual Practice

 

It is recognized by 26 countries like India, France, USA, UK, Germany, Japan, China, Canada, New Zealand and others. So it’s a great option for those who are interested in the above mentioned fields.

 

(Above information is obtained from FPSB website, for more details log on to their website.)

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