single page als final bro 280 - ambition learningambitionlearning.com/pdf/cfp-brochure.pdf ·...
TRANSCRIPT
C F PERTIFIED INANCIAL LANNERCM
Your Knowledge Will Help Your Clients Get Richer
Ambition Learning Solutions is an Authorised Education Providerof FPSB India for CFP certification.
CM
Ambition Learning Solutions is headquartered at Mumbai and lead by two young entrepreneurs Mr. Kirtan Shah and Mr. Vishal Gada who
bring with them immense ability, skill and experience in the field of Education and Corporate Trainings. The duo was a part of the board as
Executive Directors to set up an independent education division for a Bombay Stock Exchange (BSE) listed Non Banking Finance
Company.After successfully scaling up that venture 6 folds,Ambition Learning Solutions is their dream venture.
Ambition Learning Solutions Bridges the gap between Students & Corporate
I. We assist corporate by providing qualified human resources for their operation and expansion requirement. We train their existing staff
to furnish them with the latest updates and techniques in their respective domains.
ABOUT US
II. We equip individuals with the domain knowledge of Financial Planning and Capital Markets to make them employable. Ambition Learning Solutions is an
authorized education provider of FPSB, India for the CFP certification. CFP is the most prestigious qualification for professional in financial services globally.
Ambition Learning Solutions is an Authorized Education Provider of FPSB, India for the CFP certification. CFP is the most prestigious qualification for
CM CM
CM CM
CFP IS IDEAL FOR:CM
Needless to say that looking at CFP as a career can be both challenging and rewarding.
ACFP certificant is open to varied professions in the field of:
CM
CM
BENEFITS OF CFPCM
CFP is world’s most prestigious and sought after certification for FinancialAdvisors
CFP is Internationally recognized in 24 countries
Supported & recruited by more than 50 Financial Corporate in India , who are called as charter members
CFP mark is rated as the "Gold standard" by "Wall street journal”
(CFP ) certification course is industry-specific and completely Employment-oriented.
It also Provides much wanted ‘Credibility’& ‘Competency’as a financial planning practitioner
Requirement of around 100,000 CFP professionals into Banks, Insurance Companies, MF, Stock Broking Houses etc.
The shortest duration professional qualification, can be completed within 6 to 8 months
Acknowledged as one of the Upcoming Certification in financial services in India by “The Week” in 2004
Rated as “Hot Job” by CNBC in 2003
Financial Planning rated as No.1 career in 2001 by JobsAlmanac, USA
CM
CM
CM
CM CM
CM
CERTIFIED FINANCIAL PLANNER
Individuals who are interested in both academics and practical training. Certificants are qualified to provide advice with respect to all aspects of financial planning and will
be able to make comprehensive financial plans.
And anyone interested to make a gloriouscareer in the field of Finance / Personal finance / Financial Services
B.Com/M.Com/BMS/BBI/BAF/BFM /BBA
Undergraduates, Graduates & Post Graduates
CA – CA Inter / MBA Finance
Sub Brokers
Insurance Advisors
Banking Professionals
Mutual Fund Distributors
Banking
Investment Advisory Services
Financial Planning Organization
Mutual Funds and Other Financial Services
Life And General Insurance
Accounting and Law Firms
Stock Broking Firms
Fund Managers
Credit Counseling Organization
Wealth Management Companies
HIGH GROWTH CAREERS INTO :
ABOUT FPSB INDIA :
Australia Austria Brazil Canada USA South Africa Germany U.K Korea Singapore Ireland China
Chiness Taipei france Hong kong Indonesia India Japan Switzerland Malaysia New Zealand Netherland Thailand
CFP GLOBAL RECOGNITIONCM
Advance Financial
Planning:
•
•
•
• •
Establishingclient planner relationshipAnalyze client Objectives,Needs and Financial SituationDeveloping the Financial PlanImplementing the Financial Plan
Monitoring the financial Plan
Retirement Planning and
Employment Benefits:
•
•
•
Retirement need analysis techniques
Development of Retirement Plans
Various Retirement Schemes such as:
(I) Employees Provident Fund (EPF)
(ii) Public Provident Fund(PPF)
(iii) Super annuation Fund
(iv) Gratuity
(v) Other Pension Plans
Post-retirement counseling
Retirement Planning and
Employment Benefits:
Introduction to
Financial Planning:
This module would cover the
six - step process which includes :
•
•
•
•
•
•
•
•
•
•
•
•
•
Financial Planning Process
Client Interactions
Time Value of Money Applications
Personal Financial Statement
Cash Flow and Debt Management
Acquisition
Education Planning
Overview of Risk Management
Investment Planning
Retirement Planning
Special Circumstances
Plan Integration
Ethics and Business Aspects
of Financial Planning.
Asset
Risk Management and
Insurance Planning :
•
•
•
Risk Management and Insurance
decisions in personal planning.
Identifying cIient's exposure to
Morality, Health, Disability ,
Property, Liability, and Long Term
care risk is emphasized.
Selecting the appropriate risk
management technique
Insurance pricing
Various Insurance policies and
strategies:
(I ) General Insurance
(ii) Life Insurance
(iii) Motor Insurance
(iv) MedicaI Insurance
(v) Insurance of Business Risk
Regulation of lnsurance Industry.
Investment Planning:
•
•
•
•
•
•
•
Risk Retum AnalysisMutual FundsDerivativesAsset AllocationInvestment StrategiesPortfolio Construction andManagementRegulation of anInvestment Advisor
Tax and Estate Planning:
Tax Planning:
Estate Planning:
•
•
•
•
•
•
•
•
•
Income Tax ComputationCapital Gain and IndexationHouse PropertyDeductions and AllowancesNon Resident Indian Tax LawsTax Management Techniques
Wills Trust Indian Succession ActPower of AttorneyJoint ownership of property
• •
COURSE INSIGHTS :
Examination Structure:
CFP exams are conducted by FPSB through
NCFM (National Stock Exchange Certificate for
Financial Markets.) No Exam for Module 1.
Module 2 to 5 – 140 Marks paper for two hours
each. For Module 6 – 100 Marks paper for four
hours.
CM
CFP CERTIFIED FINANCIAL PLANNER certification is
awarded by Financial Planning Standards Board India.
FPSB India is committed to maintain high standards of
technical competence, fair dealing & integrity amongst
financial planners in India.
FPSB India is a professional Membership & Certification
organization part of Global Confederation established by
prominent financial service corporations with an objective
to professionalize the concept of financial planning in India.
CM CM
CHARTER MEMBER COMPANIES, WHO SUPPORTS & RECRUITS CFP CERTIFICANTSCM
Aditya Birla Money Mart Ltd.
Alliance Bernstein Corp.
ASK Wealth Advisors Pvt. Ltd.
Axis Bank
Bajaj Capital Ltd.
Barclays Bank
Birla Sun Life Insurance Company Ltd.
BNP Paribas
Citibank
Daiwa Asset Management (I) Pvt. Ltd.
Destimoney
Deutsche Bank AG
Dhanlaxmi Bank
Dynamic Equities Pvt. Ltd.
Edelweiss Group
FIL Fund Management Pvt. Ltd.
FPI Padmakshi Financial Planning & Wealth Management
Franklin Templeton AMC (India) Pvt. Ltd.
Geojit BNP Paribas Financial Services Ltd.
HDFC
HSBC
ICICI Bank Ltd.
ICICI Prudential AMC Ltd.
ICICI Prudential Life Insurance Company Ltd.
ICICI Securities Ltd.
ING Financial Services Pvt. Ltd.
Karvy Stock Broking Ltd.
Kotak Mahindra Bank Ltd.
Kzen Equities Services Pvt. Ltd.
L&T General Insurance Company Ltd.
L&T Mutual Fund
Life Insurance Corporation of India
MetLife India Insurance Company Ltd.
Mirae Asset Global Investments (I) Pvt. Ltd.
Motilal Oswal Securities Ltd.
Networth Stock Broking Ltd.
Principal PNB AMC Pvt. Ltd.
Reliance Capital Asset Management Ltd.
Reliance Life Insurance Company Ltd.
Reliance Securities Ltd.
Religare Enterprises Ltd.
SBI Funds Management Pvt. Ltd.
SBI Life Insurance Company Ltd.
SKP Securities Ltd.
Standard Chartered Bank
State Bank of India
TATAAIG Life Insurance Company Ltd.
TATAAsset Management Ltd.
UTI AMC Ltd.
World Gold Council
For Further Details Kindly Contact us at,
Email Id: Websites:Phone : 022 - 26252099/32, 65657989, 09930805522, 09833605880
Ambition Learning Solutions
Training Centres at:
53, Ashawadi , behind Yashwant Nagar, Opp shoppers Stop, S.V. Road, Andheri (West). Mumbai - [email protected] | www.ambitionlearning.com
Charni Road, Borivali, Malad, Mahalaxmi, Pune, Jaipur, Ahmedabad
1st Floor
EDUCATION, EXAMINATION, EXEPERIENCE, ETHICS
Any student who has cleared his 12th standard, H.S.C or equivalent Qualification from any
field is eligible to pursue this course.
This course can be completed within a span of 6 months whereas the
maximum duration to complete this course is 7 years.
Other Programs Offered :
Weekdays/ Weekend trainings
150 + Hours of Training
Best Study Material with approx 1000 questions per book with detailed solutions and unlimited online mock tests
Internships/ Placements/ Networking Assistance
Online Videos for all Modules (24x7)
24x7 Query Portal
Weekend Training
50 + Hours Training
All Modules Covered + Practice for solving 50+ Case studies
Trainings by Practicing Financial Planners with special focus on designing Financial Plans
Technical Analysis
Derivatives and Derivative Strategies
Private Equity And Venture Capital Funding
Equity Valuation and Financial Modeling
Specialized Program in Financial Markets
NormalMode
ChallengeStatus
OtherPrograms
Offered
High Quality Course Material with special focus on Distance Learning Students
Online Query Handling
Unlimited Online Mock Tests
Personal Doubt Solving Sessions
Online Videos for all Modules (24x7)
24x7 Query Portal
DistanceLearning
Mode
Eligibility
Criteria
Duration
CFP CERTIFIED FINANCIAL PLANNER and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.CM CM
Financial Planning Standards Board India is themarks licensing authority for CFP marks in india, through agreement with FPSB Ltd.
CM