Cfp Bonanza

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CFP

CM

Education« An Initiative By



Today¶s Meeting

New Avenues In Finance

What is CFPCM ?

Why should one join CFPCM?

Wh

at is th

e eligibility for doing CFP

CM

? Admission ,course duration & examination

Process of CFPCM?

Why to join i-nurture for CFPCM?

Wh

at are CFP

CM

courseh

igh

ligh

ts ? What is the total no. CFPCM ?

What are the benefits of doing CFPCM ?

What are the career after doing CFPCM ?



X CFP Board, USA (1985)

Owns the CFP Mark

X Financial Planning Standards Board Ltd, USA(2004)

X Global Standards f orming body

X Regulates affiliates of 23 countries

X Financial Planning Standards Board,India(2001)

53 Charter Members

Indian Bo

dy



Charter Members



On completion of CFPCM courses the

student earns Diploma in Advanced

Financial Planning.

Aspirants gets CFPCM designation.

Most prestigious and internationally

accepted Financial Planning

qualification, recognized and respectedby the global financial community.

CFPCM courses is also extension of

other financial management courses.



Exam Schedule & Model 1,2,3,4 & 5

centrally conducted by the National Stock Exchange.

exam conducted on-line and is of 2 hour duration.

Hall Tickets will be issued by NSE.

inf ormed about the examination schedule via SMS alert by

FPSB

Examination Centers f or Examination 1, 2, 3 & 4 shall be asper the vacancies and slots available with NSE at the time of

enr olment f or the Examination.

Examination 1 - (Risk Analysis and Insurance Planning),

Examination 2 - (Retirement Planning and Employee

Benefits),

Examination 3 - (Investment Planning)

4 - (Tax Planning & Estate Planning) shall be held ³live´ viz.

on real time basis.

Student has to schedule his/her own Examination on the

website www.nseindia.com (link NCFM online

registration/enr olment). The same shall be available effectiveJuly 14th 2008.

6



New Student Registrations can opt f or Examination only after 60 days of receipt of registration at FPSB India.

Students can schedule any number of Examinations as per availability of seat.

student shall self schedule the Examination, no request f or any changes related to Examination,test center, etc. shall be entertained.

mandatory f or the student to upload their photographs with NSE, if not done ear lier. Thesame has to be done at www.nseindia.com

7



Enrolment for Examination can be done only

on payment of fee to NSE.

Students are required to study 6 modules

However they have to appear in examinations of 5 modules as no separate examination is

conducted f or module 1 (Intr oduction to Financial

Planning) and 20% weight age is given to this

module in remaining 5 modules, which in other

words covers the entire module 1 f or the purpose

of examination.

The curriculum, prescribed by FPSB India

consists of six modules:



Admission & Duration of the Course:

The course can reasonably be completed in 5 months at the

ear liest.

Registration fee charged by FPSB is valid f or 2 year

Candidate not able to clear all or any of the exam within that

period, he can extend the pr ogram f or 7 years by paying the

registration fee and examination fee of the remaining exams

once again.

Registration Process

CFPCM aspirants are required to pay FPSB India registration

fees which is currently Rs 10,000 /- (Ten Thousand Only)apart fr om I Nurture admission fee.



Eligibility for pursuing the course:

Working Pr ofessionals or people working in

f ollowing sectors/Domain/

1) Insurance (advisor, pay r ole self

employed)

2) Banks

3) Mutual funds (advisor, pay r ole, self

employed)

4) Wealth Management Company

5) Assets Management Company

6) Br okerage firms of BFSI

Undergraduates

G

raduates (in any stream)



FINANCIAL PLANNER QUERIES

How much money will be needed by an

individual (or by a family), and when?

Where will this money come fr om, and how?

How can people pr otect themselves against

unf oreseen personal events, as well asthose in the external economy?

How can family assets best be transferred

acr oss generations (bequests and

inheritance)? How does tax policy (tax subsidies or

penalties) affect personal financial

decisions?

How does credit affect an individual's

financial standing?



How can one plan f or a secure financial

future in an envir onment of economic

instability?

Personal financial decisions may involvepaying f or education, financing durable goods

such as real estate and cars, buying

insurance, e.g. health and pr operty

insurance, investing and saving f or

retirement.

Personal financial decisions may also involve

paying f or a loan, or debt obligations.



Become CERTIFIED FINANCIAL

PLANNER CM. in 5 months

FPSB ApprovedModules



Monthly AssessmentServices

Marks OrientedQuestion Bank

Assignments,case studies



Module 1: Introduction to Financial

Planning

Overview the financial planning pr ocess like..

General principles of cash-f low planning,

Budgeting,

Legal aspects

Six-step, globally accepted

Risk management

InvestmentsInsurance

Retirement solutions

Tax

Estate planning

14



Six-step, Globally



Module 2: Risk Analysis & Insurance

Planning

Client¶s risk exposure

Risk management techniques

Reviews insurance pr oducts (G.I & L.I)

Insurance needs like..

Medical,

Disability,

Life InsuranceGeneral insurance

Type and amount of insurance & needs



Module 3: Retirement Planning &

Employee Benefits

Retirement planning,& analysis

techniques,

Employee retirement & benefits like..

EPFPPF,

Superannuation Fund etc.)

Developing a retirement plan

Identification of retirement needs f or

client

Retirement solutions f or a happy and

tension-free retired life.



Module 4: Investment Planning

Client¶s investment & needs of client¶s

Risk appetite with f ocus on wealth

creation.

Reviews all categories of investments

like.. client evaluation methods

Economic factors

Risk

Return analysis

Valuation techniques

Portf olio perf ormance assessment.

Various techniques & concepts f or

portf olio construction and management

are examined.



Module 5: Tax & Estate Planning

Personal taxation and tax planning,

components.

Estate planning and pr ocess of developing an

estate plan,

Assessment techniques of estate planning

like..

Wills.

Gifting schemes.

Powers of attorney.

Joint pr operty ownership.



Module 6: Advanced Financial

Planning

Builds knowledge gained in the previousmodules .

Incorporates all aspects of personal

finance f or developing a financial plan. Collecting and evaluating client data.

Developing, recommending and executingappr opriate strategies.

Periodical monitoring & evaluation of financial plans.

Legal, ethical and regulatory issuesaffecting financial planners .



CFPCM professional count



Country wise CFP Count 2009

Australia - 5,588 Austria - 212

Brazil - 377

Canada - 17,243

China - 6,139

Chinese Taipei - 677

France - 1,383

Germany - 1,138 Hong Kong - 3,884

India ± 9,86

Indonesia ± 462

Ireland - 0



Indonesia ± 462

Ireland - 0

Japan - 16,434

Malaysia - 2,415

New Zealand - 416

Republic of Korea - 2,550

Singapore - 721

South Africa - 3,596

Switzer land - 265

Thailand - 66

United Kingdom - 909

United States - 60,634

Global Total - 126,016



Benefits of the CFPCM certification

Enhanced career and employment

opportunities with Financial Services

companies.

Services are sought by banks, distribution

houses, AMC, insurance Companies, equity

br oking and Financial Planning firms.

Personal satisfaction of achieving the Financia

Planning pr ofession¶s highest standard and

achieving the global benchmark. CFPCM courses results in satisfied clients who

appreciate the comprehensive appr oach to

Financial Planning and extend long-term

relati

onship and referra

ls.



CFPCM is an industry pr omoted pr ogram and

is completely a recession pr oof career.

More revenue avenues by increasing

pr oducts and services offered.

People join the global league of the best

Financial Planning pr ofessionals.

To learn and apply all aspects of the financial

planning pr ocess in achieving financial aspirationsof your clients and to develop expertise in

investments, insurance, retirement, tax and estate

planning



Career after doing CFPCM

CFP career has made its own space in the

last decade,

Particular ly demand f or financial planners

has risen, as an individuals

Has to be assumed more responsibility f or

retirement and other financial decisions.

Considering the fact that people¶s

incomes are on the rise, they are seeking

guidance to invest their money in the right

avenues to reap optimum benefits.



Banks

Manager- Investment Advisory

RM- Financial Institutional Investments

Investment Relationship Manager Trade Finance- Relationship Manager

Relationship Officer- Retail

Manager- Mutual Fund

Investment Advisor .



Distribution House

Manager- Wealth Management

Sales Manager

Relationship Manager-

Institutional Sales

Pr oduct Manager



Broking Firms

Research Analyst

Business Analyst

Research Associate

Technical Analyst



Equity Research Firms

Entrepreneurship and

Management of Small

Business Relational Database

Management System

Pr o ject work



Non Banking Finance Co.

Relationship Manager

Manager- Financial Planning



Financial Planning Firms

Manager- Financial Planning

Relationship Manager

Associate Audit



Asset Management Company

Sales Manager

Center Manager

Research Analyst



Knowledge Process Outsourcing

Data Analyst

Market Researcher

Client Development Analyst Derivatives Analyst

Equity Analyst

Research Ass

ociate



Life / Non Life Insurance Companies

Data Analyst

Sales Manager

Manager- Operations

Pr oduct Manager

Agency Manager



Insurance Brokers

Manager- Client Acquisition

Manager- Operations

Pr oduct Manager

With burgeoning financial markets andinvestment opportunities, regulators are rapidly

recognizing the need f or pr ofessional and well-

governed advisory services. Consequently,

SEBI, IRDA, AMFI ando

ther bo

dies havebeencertifying pr ofessionals to ensure investor

pr otection and this has open endless CFPCM

career opportunities.



Thank You !

Cfp Bonanza

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