What is CFP CM ?

CERTIFIED FINANCIAL PLANNERCM is the highest & global qualification in the areas of Personal Financial Planning. It is recognized in 23 countries including India & there are only 1400+ CFPCM India in last 8+ years. (Please visit FPSBINDIA.ORG for more details)

There are two option to achieve the CFPCM qualification…1) Regular option 2) Challenge option

# Challenge option is only applicable who possess the master qualification & atleast 3 years work experience in financial service sector or 5 years in non financial sector.

# Regular option is more preferred to acquire the sound knowledge and understanding of concepts and one of the systematic way to achieve the qualification.

In Regular option is open for all who possess the 12th or +qualification & has to learn 6 subjects and passed out the 5 exams.

1) Introduction of Financial Planning (weightage 20% in 1-4 exam & 14% in final exam)2) Insurance planning & risk management (Exam-1)3) Retirement planning & Employee benefits (Exam 2)4) Investment planning (Exam 3)5) Tax planning & Estate Planning (Exam 4)6) Advanced Financial Planning (Exam-5-Case studies)

Why CFP CM ?

Strong demand & lower rate of supply:

# There is demand of more than 50,000+ CFPCM in Banking & financial services, Investment banking, Research, IT/ITES, Education sectors etc. (supply is right now only 1400+…)

# Students who are pursing Graduation/MBA can get the better placement with good CTC. (Normal CTC starts MBA with CFPCM

Rs.3,60,000/- CTC)

Launching pad for the Fee based advisory for the existing LIC/MF Advisors:

# In developed countries, concept of commission based selling is obsolete since long & only advisors who are charging fees are survived and CFPCM qualification can be launching pad to starts your fee based financial planning services. (Right now, CFPCM in Mumbai charges annual fees of Rs.10,000 - Rs.40,000/-)

Be Wealth manager for your money:

As Individual, we focus lot to earn money & invest atleast 10-12 hours daily. But, when time has come to manage our own hard earned money…we simply relay on third party and later on either looses capital or earn poor return.

Let me share the example

You are Doctor, spent 10+ years to get the qualification and worked hard in initial days to set the yourself as well known doctor.

Now, You have the own your hospital/clinic and again works 12+ hours and earns approx. 2,00,000+ per month and you are investingex. Rs.50,000/ month(or annual approx. 6,00,000/-) for your future but when time comes for investment you just invest on recommendation of your Bank/friend/relative/neighbor in equity/LIC/Real estate…many of times, bank/LIC agent suggests the product in which they getting more commission & you may end up with the inferior products and looses the capital/reduced returns.)

CFPCM qualification helps to learn the ABC of personal financial planning & later on you can become expert in Insurance planning/Investment planning/Tax planning & can choose the best and earn the higher returns.

How you can be CFP CM ?

There are two options

1) Self study mode-Difficult one & poor learning on concepts and poor pass ratio2) Education provider-It is systematic approach…where EP provides study materials, Financial calculators, Class

room coaching-110+ hours & online/offline query handling, mock test etc.

In Regular mode, Student can achieve the CFPCM qualification with right coaching & preparation in 6 to 12 month time frame.

Why CFP CM with us?

We are Education coordinator with the top authorized EPs and also preferred visiting faculty/master trainer for CFPCM

course and our founder possess the 14+ years of leadership experience with the well known corporate in sales and sales training.

Apart from CFPCM –“A” grade, Master of Financial Planner- LIMRA USA, III Associate (Life Insurance), MBA(Marketing) and BE(EC).

Contact for more details

Keyur Shah

Keyur1975@rediffmail.com or 9879000285

Declaimer & Disclosures : Above information are true as per our best j knowledge & relevant and extracted from various sources like FPSBINDIA.org or EP or Journals etc and for more details and accuracy of data…please visit FPSBINDIA.ORG