CFP Certification 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
There is no Exam for Module I; however questions based on this module would be included in exams for Module 2 – 5
Associate Financial Planner
AFP Certification is targeted at existing professionals who want to upgrade their knowledge about Financial Planning without undergoing the entire CFPCM Certification Program
On successfully completion of any of these modules, applicant is qualified as AFP
Risk Analysis & Insurance Planning
Retirement Planning & Employee Benefits
Investment Planning
Tax Planning & Estate Planning
Challenger Status Program
FPSB India recognizes that the professionals(such as Chartered Accountants, Masters of Business Administration, Engineers etc) already possess certain skill sets and proficiency which is expected of Financial Planners. Hence, in order to enable eligible professionals (both in terms of education as well as experience) to acquire the CFPCM Certification in a more time efficient manner
It is a fast track Certification Program introduced by FPSB India in line with global certification practices which has been christened as “Challenge Status Program”.
Only module 6 to be written under this program
Fees for the program is Rs.25000/-
Pristine provides exclusive training for CFP , CFA< , FRM trainings.
The CFP training would consist of
Pristine is built with an aim to create world class Professionals, particularly in the area of Risk Management, Investment Banking & Finance. It is founded by professionals and alumnus of Standard Chartered, Goldman Sachs, Reliance Private Equity, SBI, Accenture, IBM and CRISIL, IIM, IIT and SIBM. Pristine
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 | Pristine is India’s largest training provider for international certifications like CFA®, FRM®, PRM®. It has been found by industry professionals who have worked in the area of investment banking and private equity in organizations such as Goldman Sachs, Crisil - A Standard & Poors Company, Standard Chartered and Accenture. Pristine has conducted more than 500,000 man-hours of quality training in finance. It has conducted trainings for J. P. Morgan, Bank of America, E&Y, ING Vysysa, IIM Calcutta, NUS Singapore, ISB and others. |
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