CFP Aspirant From Ashish Mumbaiwala, CFPCM

www.ashishmumbaiwala.com

www.fpsbindia.orgM - 9099556500

BBA / MBA are most preferred graduation in india.

There are 4000+ Institution’s across the country

There are 400000+ ( Four lakhs plus ) MBA Graduate’s produced every year by India.

There are only 40000+ new vacancies for MBA Graduate availed by Industries.

Note : All above figure are from Google May, 2014

What are you doing ? BBA / MBA

CFP - CERTIFIED FINANCIAL PLANNER,

CFP is Internationally recognized certificate, in Personal financial planning. (25 Countries)

In India CFP certification given by “FPSB India”

What is CFP ?

6 - 8 months program.

NISM online examination Platform.

Highest credential offered in “Personal Financial Planning “

CFPCM Certification is promoted by top 50+ financial companies in India like LIC, ICICI, HDFC, UTI, RELIANCE, BIRLA, RELIGARE, BARCLAYS, TATA, CITIBANK, HSBC, AMERICAN EXPRESS, KOTAK, SBI, STANDARD CHARTERED, DEUTSCHE BANK to name a few

As per research – “Financial Industry required more than ONE LAKH CFP Across India”.

HIGH LIGHT OF COURSE

Introduction to Financial Planning Risk Analysis & Insurance Planning Retirement Planning & Employee Benefit Investment Planning Tax Planning & Estate Planning

Advance Financial Planning ( Exam )

Goal base Inflation Adjusted Investment Planning(Retirement, Child Marriage/ Higher Education, Vacation, Foreign Tour etc.)

Suggested suitable Investment plan for each Goal Calculation of tax liability for assessment Year and Suggest tax saving

strategies. Debt reduction planning Expenses Reduction planning – Saving is Income Philanthropy Planning

Why CFP ? What it conducts!!!..

Regular Path1)Introduction to Financial Planning Fast Track or

4 Module Challenge status 2) Risk Analysis & Insurance Planning 3) Retirement Planning & Employee Benefit Prof. Qualification 4) Investment Planning Exp. 3yrs Corporate

5) Tax Planning & Estate Planning or 5 yrs 6) Advance Financial Planning Exam 5 Individual Industry.

Qualification Required : 12 +

Who can pursue ? 12th PassSr. No.

Regular Path

1 Introduction to Financial Planning (NO EXAM)MODULE – 2 TO 5 ( 2 Hours Exam )

2 Risk Analysis & Insurance Planning

3 Retirement Planning & Employee Benefit

4 Investment Planning

5 Tax Planning & Estate Planning

6 Advance Financial Planning Exam 5 ( 4 Hours Exam )

Qualification Required : 12 +

Training from a expert and Experienced CFP Give right track to study, Time saving, exam oriented practice.

More understanding for, How to give exam?!!!.. which can give benefit to get upper grade A OR B+

Save expenses as do not need for Repeat exam, Can pass Exam with one attempt

Trainer give paper format which help to understand, which question attend first, Give confidence by acquisition of passing marks in first minimum time…. After that try for Grade benefit.

Major changes in course or Rules regulation towards TAX, SEBI etc.

Right time guide lines provided, one place solution for all your Problems.

Got real life practicing benefit means understanding of use of study after getting CFP Certificate.

Training Contain

1. Read question/problem twice ( what is ask? )

2. Draw right timeline ( Visual Impression )

3. List down all Important Information ( Variable )

4. Construct Steps (How to solve Problem ?!!!..)

5. Execution - Calculation

Magic FIVE STEP!!!...

Fees Structure Registration with FPSB India Rs.11246/- Examination fee for each 4 Module (2247 x 4 ) Rs. 8988/- 5th Module Examination fee Rs. 5647/-

---------- Total payment during courseRs. 25881/-

Coaching charges Extra

CFP Edcuation Tax Calculation Insurance – Human Life value Goal base Investment Planning Estate Planning Salary format – Tax Plann & Employee Benefit SIP - Mutual fund Investment – Time value Power of Compunding

Training and Coaching on

Thank you Ashish Mumbaiwala, CFPCM

For more detail visit www.ashishmumbaiwala.com

M - 9099556500