Certified financial planner

1
INTrODUCTION to CFP Exam

• Some key facts about Certified Financial
  Planner Exam

2
What is CFP Exam?

• The Certified Financial Planner course is an
  acclaimed programme that has been helping to
  raise the bar for industry professionals
  everywhere since the time of introduction. In
  India, the certification is administered under
  the aegis of the non-profit, Financial Planning
  Standards Board Limited or FPSB.

3
Who is this CFP certification given by?

• CFP Certification is associate degree 
• internationally accepted money coming up
• with qualification recognized and respected
  
• by the world money community.
• The Financial Planning Standards Board (FPSB) of
  India gives CFP certification.

4
How do I earn the CFP Certification?

• In order to earn the CFPCM, a candidate should ful
  fil a definite set of eligibility criteria.
• There area unit 2 pathways, specifically 
• 1) Regular and 2) Challenge standing,
• for achieving the CFP  certification and
  also the instructional 
• qualification needed for every is 
• completely different.

5
Registering for the CFP Exam

• You can register through the FPSB web site for
  the course.
• You also got to register on the NSE web site and
  procure a NCFM variety that you've got to
  say within the registration sort of FPSB.
• You need to pay the fee and submit the
  subsequent documents
• Signed student Registration form
• DD if opted
• Qualification Documents (Minimum Qualification
  Certificate as required)
• Proof of Identity Photograph
• FPSB can activate your account on verification of
  the documents.

6
Preparing for the exam

• Risk Analysis Insurance Planning
• Retirement planning and
• Employee
  benefits
• Investment Planning
• Tax planning Estate planning
• Advance financial planning

7
How long does it take to complete the program?

• Normally each module will complete an approximate
  time of 1.5 to 2 months
• One can look forward to completing the entire
  program in 1.5 yrs time.

8
What are the benefits of this program

• It helps you gain experience in money designing.
• This program provides a holistic read of all
  aspects of economic designing like Risk Analysis
  Insurance Planning, Retirement designing and wo
  rker edges, Investment designing,
  tax designing and Estate designing.
• Apart from increased career and employment
  opportunities, the certification provides you
  with a professional recognition in
  additional than twenty three countries round
  the world.
• www.fpa.edu.in www.isbf.edu.in
  financialadvisors.dspblackrock.com

9
Thank You !