Financial Planning training courses and schools
Financial Planning Certificate (FPC) programs, certificates, diplomas and degrees

Total 57 training course(s)/program(s) at schools in India.



VRIDHI Training

Training Centre/Campus: Chennai, Tamil Nadu, India
Phone No.: 9551036524

NISM Mutual Funds AMFI Stock Market Financial Planning Workshop (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment

Complete Training institute for all Financial Market certifications


Financial Planning Academy

Training Centre/Campus: Mumbai, Maharastra, India
Phone No.: 912222797308


CFP (Certificate)

Course Format: E-learning  V

Why FPA for CFP (Certified Financial Planner) course
�Since 1980, FPA is providing financial advisory services
�For CFP course, FPA is an authorized education provider of the Financial Planning Standards Board, India (FPSBI)
�FPA is dedicated to meet standards of delivering education.
�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
�Choose your own exam schedule
�FP SBI approved study material is provided
�FPA prepares you via 5000+ online question bank
�FPA provides you real time mock tests to prepare you for the CFP course
�FPA gives you placement assistance
�FPA has franchises all over India
�FPA supports every candidate from starting to certification completion
These are the reasons that make everything clear about FPA and why you ... [Read More]


Knowledge 4 Wealth

Training Centre/Campus: Udaipur, Rajasthan, India
Phone No.: 8854880444

Certified Financial Planner

Course Format: Public Course / Instructor-Led / Open Enrollment

Career in CFP
Career prospectus for CFP Certificates
",One certificate multiple career options",
Banking
Investment Advisory services
Life & General Insurance
Mutual Funds
Stock & Security brokers
Tax Consultancy
Fund Managers / Portfolio Managers
Provides much wanted ’,credibility & competency’,


Financial Planning Academy

Training Centre/Campus: Udaipur, Rajasthan, INdia
Phone No.: +91-8854880444

Certified Financial Planner (CFP) Workshop

Course 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.


BIFM Society for Education and Research

Training Centre/Campus: New Delhi, Delhi, India
Phone No.: 011-43702201-02

Advanced Financial Planning

Course 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 Planning

Course 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 Management

Course 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 Management

Course 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]


ACE School for professional studies (College Of Financial Planning)

Training Centre/Campus: Hyderabad, Andhra Pradesh, INDIA
Phone No.: 9052029977/040 64536464/7474

CFP CERTIFIED FINANCIAL PLANNING

Course 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]


Knowise Learning Academy India Pvt Ltd

Training Centre/Campus: Bangalore, Karnataka, India
Phone No.: 080 4172 6535

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 India’s Code of Ethics & Rules of Professional Conduct
Candidate is Authorized by FPSB India to use CFPCM Marks i.e CERTIFIED FINANCIAL PLANNERCM, CFPCM


Skyline Business School

Training Centres/Campuses: New Delhi, Gurgaon, , India
Phone No.: 91-11-26864848

Financial Planning & Wealth Management

Course Format: Public Course / Instructor-Led / Open Enrollment



Level-I


•Intro to Financial Planning
•Risk Mgmt & Insurance Planning
•Investment Planning
•Retirement Planning
•Tax & Estate Planning

Level-II


•Construction of financial plans
•Equities & Mutual funds
•Portfolio Management
•Capital Markets
•Commodities & Derivatives


International college of Financial planning

Training Centre/Campus: Bangalore, , India
Phone No.: 08060002200

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.


Jamnalal Bajaj Institute of Management Studies

Training Centre/Campus: Mumbai, Maharashtra, India
Phone No.: +91 - 022 - 22024133

Financial Planning and Control system

Course 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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