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CertifiedFinancial Pl CMPlanner CM

“Bridging the gap between students & corporate”

OverviewAmbition Press Financial CFPCM

Ambition Learning Solution is a one stop provider for facilitating educational and corporate Ambition Learning

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PlanningCFP

Simplified CFPCM Overview

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Ambition Learning Solution is a one stop provider for facilitating educational and corporate training enabling improved efficiency & productivity

Presence Across Training Segments Trained 1,015students in Certificate Programs from April 1, 2011 to March 31 2013• Educational Training

Presence in the top 27 Commerce Colleges for

2011 to March 31 2013• Educational Training

• Online Education

• Corporate Training Commerce Colleges for Short Term Certificate Programs in Financial Markets

• Events

Trained 1,500insurance professionals on the concepts of Financial the concepts of Financial planningconducted trainings at 43 locations pan India

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About Financial PlanningAmbition Press Financial CFPCM

Financial Planning is a process of:

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Planning CFPCM OverviewCFP

Simplified

Setting GoalsEvaluating ResourcesSetting Goals Resources

Designing Strategies to achieve desired Goals

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Confused state of common man…

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Forgot to pay insurance No idea how to When to Retire ?

Help me bu

insurance premium!!!

No idea how to claim for

hospitalization

Help me buy a Car

How much to save for daughter’s

marriage?Forgot to file gForgot to file Tax

I should have had a I l t

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I should have had a Power of Attorney

Is my loan too expensive???


…Mental Peace after the advise from Professional Financial Planner!!!

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PlanningCFP


I know when to Retire

Thanks for the premium reminder

Claiming for hospital cost

Thanks for the

reminderpwas effortless!!

I’m debt free!!! car suggestion. It helped

I’m on track to save for daughter’s marriage?I avoided

Income Tax penalty

The Power of Attorney really

helped

I saved by prepaying my

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helpedpersonal loan

Why CFPCM ?Ambition Press Financial CFPCM

CM ld’ d h f f f l

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PlanningCFP


• CFPCM is world’s most prestigious and sought after certification for Financial

Advisor.

CFPCM i i t ti ll i d i 24 t i• CFPCM is internationally recognized in 24 countries.

• CFPCM certification is at par with MBA & CA when it comes to Investment

Advisory Services with SEBI making it one of the certification for InvestmentAdvisory Services with SEBI making it one of the certification for Investment

Advisors (SEBI Investment Regulation, 2013).

• Supported and recruited by more than 50 Top Financial Corporate in India• Supported and recruited by more than 50 Top Financial Corporate in India.

• The shortest duration, international qualification and least costly Certification

which can be completed in 6 to 8 monthswhich can be completed in 6 to 8 months.

• Requirement of about 1,00,000 CFPCM Professionals in Banks, Insurance

Companies, MF, Stock Broking Houses etc.

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p , , g

• Rated as “Hot Job” by CNBC.


Comparison with other Courses

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PlanningCFP


PROGRAM WILL I CLEAR? HOW LONG? CAN I DO IT? COST

INVOLVED?OPPORTUNIT

Y PAY

CA 6% 5 YEARS AFTER 12TH 3 LACS MIN 67% NOT PLACED 300,000

CS 13% 3 YEARS AFTER 12TH 2.5 LACS MIGHT GET EXHAUSTED

300,000 –500 000EXHAUSTED 500,000

MBA >1% IN GOOD COLLEGE 2 YEARS AFTER

GRADUATION 5 – 40 LACS ONLY IF TOP 10 COLLEGES

600,000 –10,00,000

CFP 60% 6 MONTHS AFTER 12TH 60000HUGE DEMAND SUPPLY GAP

240,000 –500,000

CFA 27% 2.5 YEARS LAST YEAR OF GRADUATION 2 LACS HUGE 600,000 –

10,00,000

FRM 23% 18 MONTHS LAST YEAR OF GRADUATION 1.5 LACS PICKING UP 500,000 –

750 000

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FRM 23% 18 MONTHS GRADUATION 1.5 LACS PICKING UP 750,000


Career prospects for CFPCM Certificants

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PlanningCFP


“ONE CERTIFICATE MULTIPLE CAREER OPTIONS”

• Banking

• Investment Advisory services

• Life and General Insurance

• Mutual Funds

• Stock and Security Brokers

• Tax Consultancy

• Fund Managers / Portfolio Managers

• Provides much wanted ‘Credibility & C t ’ Fi i l Pl i

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Competency’ as a Financial Planning Practitioner


Huge Demand Supply gap for CFPCM Professionals in India

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PlanningCFP


India has 1,700+ CFPCM Certificants for a population of 1200 million

V Versus 60,830 CFP Certificants in US (250 million

Population) 17,230 CFP Certificants in Canada (60

million population) 15,802 in Japan (120 million population) 15,802 in Japan (120 million population)

Against other Financial Services Intermediaries in India

20 Lakh+ Life Insurance Agents 20 Lakh+ Life Insurance Agents 50,000+ Mutual Fund Advisors 25,000 + Bank Branches , 5,000+ Insurance

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Services Branches and 10000+ Brokerages Service Branches


Countries Recognizing CFPCM

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PlanningCFP


Australia France Malasiya South Africa Singaporey g p

Austria Germany Japan Switzerland IndiaJapan Switzerland

Brazil Hong Kong New Zealand Thailand Chiese Taipei

Canada Indonesia Netherland United Kingdom Columbia

10 China Ireland Republic of Korea USA

About FPSBIAmbition Press Financial CFPCM

About FPSBI

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PlanningCFP


• About FPSB - Financial Planning Standards Board India is a Public– Private Enterprise and a Professional Standards Setting body thatPrivate Enterprise and a Professional Standards Setting body thatproactively guides the development and promotion of standardsfor Financial Planning professionals to benefit and protect thepublic in the countryp y

• 50 financial institutions bring together this board as chartermembers such as Axis Bank, Bajaj Capital, Birla Sun life Insurance,Citibank, HSBC, ICICI, LIC, SBI etc

• As a professional voluntary Self-Regulatory Organization, FPSBIndia promotes and maintains voluntary standards ofprofessionalism including Education, Examination, workp g , ,Experience and Ethics requirements and will continue to co-operatethe Government, Regulators and other agencies to appropriately,effectively and uniformly regulate personal Financial Planning

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practitioners

Ambition & CFPCM

Ambition Press Financial CFPCM

Ambition learning Solutions is one of the leading education provider for the CFPCM certification

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• Ambition Learning Solutions feels proud to be associated with this nationwide movement ofspreading Financial Planning awareness and Financial Literacy as an Authorized EducationProvider for the CFPCM Certification.

• We are amongst the TOP education providers with enrollments of more than 600+ studentsand having presence in 7 cities and 12 locations in India.

• Ambition Learning Solutions has etched its name by being one of the emerging company's at IndiaAmbition Learning Solutions has etched its name by being one of the emerging company s at IndiaInternational Achievers Forum, 16th March 2013 held at Dubai and now "Global AchieversAward" would also be one of the achievements which everyone at Ambition Team would cherish.

• Establishment of Ambition Financial Planners Pvt. Ltd. as a part of forward integration intop gAdvisory and Executionary Platform for the entire range of Financial.

• Ambition Learning Solution add one more feather to its cap recently by establishment of “NorwestRecruitment Solutions” which is the vertical which is a one stop solution for recruitments.

• Handled Corporate training mandate for SBI Life and Geojit BNP Paribas pan India, more than 40Locations covered each company.

• Other prestigious clients in Corporate Includes Baroda Pioneer Mutual Fund, Pramerica AMC, DSP

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gBlackrock AMC, Reliance Money, Axis Bank, SBI Life and have many more in our pipeline.

Ambition Learning SolutionsAmbition Press Financial CFPCM

Ambition learning Solutions is one of the leading education provider for the CFPCM certification

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Simplified

Ambition Learning Solutions is proud to beempanelled with SBI Life for conducting CFPCMempanelled with SBI Life for conducting CFPCM

training for its employees and advisors through onlineand offline mode Pan India.

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(expected number in FY 13-14: 1000 and FY 14-15:3000)

CFPCM


Modules to be studied in CFPCM

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• Module 1: Introduction to Financial Planning

• Module 2: Risk Analysis & Insurance Planning

• Module 3: Retirement Planning & Employee

Benefits

• Module 4:Investment Planning

M d l 5 T & E t t Pl i• Module 5:Tax & Estate Planning

• Module 6:Advance Financial Planning

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CFPCM


Exam Pattern

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• Exams are conducted by FPSB and facilitated by NCFM across 105 centers in

countrycountry.

Module 2 - 5 Module 6:

• 2 hours

• Online Exam

• 4 hours

• Online Exam• Online Exam

• 150 Marks exam

• Passing Marks are 75 i.e. 50%

• 100 Marks exam

• Passing Marks are 50 i.e. 50%

• MCQ’s• MCQ’s

• No negative markings

• MCQ’s

• No negative markings

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CFPCM


Three Pathways for CFPCM Certification by Ambition Learning Solutions

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Classroom Trainings Distance LearningTotal 150+ hours of Classroom Training

E h ti St d M t i l(A d b th FPSBI)Exhaustive Study Material (Approved by the FPSBI)

Exhaustive Study Material(Approved by the FPSBI)

Question Bank for practice (1000 + questions)

Unlimited Online Mock Tests per module

Expert faculty ( all CFPs and experts in their fields)

Online Doubt Solving Support through mail.

Unlimited Online Mock Test per module

Question Bank for Practice ( 1000 + Questions)Expert faculty ( all CFPs and experts in their fields)

Online Videos ( Available 24*7)Online Videos ( Available 24*7)

Challenge Status

50 hours of comprehensive program.

Exhaustive Study Material and Case Studies with Latest UpdatesExhaustive Study Material and Case Studies with Latest Updates

(Approved by the FPSBI)

Expert Faculties (CFPs and the experts of respective fields)

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Comprehensive Training On Excel Usage.

Online Videos ( Available 24*7)

CFPCM


Press Coverage

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PlanningCFP


Financial Express April 14, 2010

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Ambition Press Financial CFPCM Overview Learning

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PlanningCFP

Simplified CFPCM

Thank You

Contact Details53, Ashawadi, Behind Yashwant Nagar,Opp. Shoppers stop, S.V. Road,Andheri (W) Mumbai - 400 058Andheri (W), Mumbai 400 058.Phone No.: 022-26252099, 65657989Mail us at: [email protected]: www.ambitionlearning.com

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