Financial Planning training courses and schoolsTotal 57 training course(s)/program(s) at schools in India.
Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees
VRIDHI TrainingTraining Centre/Campus:
Chennai, Tamil Nadu, IndiaPhone No.:
CFP (Certificate)Course Format: E-learning V
Why FPA for CFP (Certified Financial Planner) course
â€?Since 1980, FPA is providing financial advisory services
â€?For CFP course, FPA is an authorized education provider of the Financial Planning Standards Board, India (FPSBI)
â€?FPA is dedicated to meet standards of delivering education.
â€?Offers flexible study modes that include classroom, distance learning, and online, you can select the study mode as per your convenience. For example, if you are working then online study mode is the best mode for you
â€?Choose your own exam schedule
â€?FP SBI approved study material is provided
â€?FPA prepares you via 5000+ online question bank
â€?FPA provides you real time mock tests to prepare you for the CFP course
â€?FPA gives you placement assistance
â€?FPA has franchises all over India
â€?FPA supports every candidate from starting to certification completion
These are the reasons that make everything clear about FPA and why you ... [Read More]
Certified Financial PlannerCourse Format: Public Course / Instructor-Led / Open Enrollment
Career in CFP
Career prospectus for CFP Certificates
",One certificate multiple career options",
Investment Advisory services
Life & General Insurance
Stock & Security brokers
Fund Managers / Portfolio Managers
Provides much wanted ,credibility & competency,
Certified Financial Planner (CFP) WorkshopCourse Format: Public Course / Instructor-Led / Open Enrollment
We initiate an entirely new platform for disseminating Financial Planning Education to the aspiring individuals who are keen to make a career in Financial Advisory Services, the most prestigious qualification for professionals in financial services globally.
Advanced Financial PlanningCourse Format: Public Course / Instructor-Led / Open Enrollment V
This module builds upon the foundations in Financial Planning and the knowledge requirements in Modules 2 to 5 to enable the CFP professional to construct a comprehensive Financial Plan for a client. This module covers the process of developing, recommending and executing appropriate financial planning strategies to a client and also important aspects related to ongoing monitoring and evaluation of financial plans.
Introduction to Financial PlanningCourse Format: Public Course / Instructor-Led / Open Enrollment V
This module is very comprehensive and offers a complete overview of the financial planning process and code of ethics prescribed by the FPSB, India to be followed by the financial planners. Apart from this it focuses on the Financial Mathematics and the Time Value of Money Calcualtions which form the abse of this education program. It also covers the other practical aspects of financial planning and familiarizes the students with concepts of risk management, investments products, insurance, retirement products, tax and estate planning, which are covered in greater detail in the subsequent five modules.
Taxation Aspects of Financial Planning and Wealth ManagementCourse Format: Public Course / Instructor-Led / Open Enrollment
BIFM Society for Education and Research is running a training course/program about Taxation Aspects of Financial Planning and Wealth Management, or has provided such training courses/programs before. Please visit the official website of BIFM Society for Education and Research to check the availability of this course.
Post Graduate Diploma in Financial Planning and Wealth ManagementCourse Format: Public Course / Instructor-Led / Open Enrollment V
The Post Graduate Diploma in Financial Planning and Wealth Management(PGD-FPWM) program of BIFM is designed in such a way that it ensures the development of entrepreneurial spirits in the students. The focus is more on real-life situations than mere pedantic teaching in the classroom. At BIFM, emphasis is laid on familiarizing the students with latest global trends in the field of Financial Planning and Wealth Management and also in developing communication and presentation skills aided by live case study and project based teaching methodology.
We understand that such a practical program cannot be taught judiciously only through theory based lectures, hence, at BIFM, the program is taught by a team of industry practitioners and senior academicians with extensive industry experience and with relevant academic exposure. Together, they will have the authority on the subject to efficiently and successfully deliver such a demanding curriculum.
The institute adopts ... [Read More]
CFP CERTIFIED FINANCIAL PLANNINGCourse Format: Public Course / Instructor-Led / Open Enrollment V
Certified Financial Planner Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification is the most recognized, prestigious& sought after certification in the area of personal finance, wealth management& investment advisory profession across the globe & is rated as the ",Gold Standard", by the `Wall street journal`.
Why earn CFPCM Certification?
The CFPCM Certification opens up the world of opportunities like never before in the Financial services sector namely Banks, Wealth management & financial planning companies, Insurance companies Asset management companies, Financial KPOs .
Transformation from Financial Chemist To Financial Doctors
In India there are more than 50 charter members the biggest in the financial services industry endorsed CFP Certification and are committed to giving preference to CFPCM Certificants i... [Read More]
CFP (Certificate)Course Format: Public Course / Instructor-Led / Open Enrollment V
CFPCM Certification Education program Syllabus
Module 1: Introduction to Financial Planning
Module 2: Risk Analysis and Insurance Planning
Module 3: Retirement Planning & Employee benefit
Module 4: Investment Planning
Module 5: Tax Planning & Estate Planning
Module 6: Advanced Financial planning
CFPCM Certification Pathway
Regular Education Program:
A candidate should be 10th pass,
He has to clear Module II, III, IV, V and VI i.e. Exam 1 to 5.
A candidate may complete the experience criteria (3 Years of experience for Graduates & 6 Years for Non-Graduates) pre or post appearing Exam 5.
Sign Declaration for adherence to FPSB Indiaâ€™s Code of Ethics & Rules of Professional Conduct
Candidate is Authorized by FPSB India to use CFPCM Marks i.e CERTIFIED FINANCIAL PLANNERCM, CFPCM
Financial Planning & Wealth ManagementCourse Format: Public Course / Instructor-Led / Open Enrollment
â€¢Intro to Financial Planning
â€¢Risk Mgmt & Insurance Planning
â€¢Tax & Estate Planning
â€¢Construction of financial plans
â€¢Equities & Mutual funds
â€¢Commodities & Derivatives
CFP Workshop (Certificate)Course Format: Public Course / Instructor-Led / Open Enrollment
Financial planning is the process of helping people achieve their financial goals and fulfill their needs in a disciplined, systematic and scientific manner by taking a holistic view of their life.
The objective of financial planning is to ensure that whenever required, funds are available to the client comfortably.
Financial Planning and Control systemCourse Format: Public Course / Instructor-Led / Open Enrollment
Course descriptions about Financial Planning and Control system is available on request. Please contact Jamnalal Bajaj Institute of Management Studies by submitting the training request form.
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