Financial Planning Course | Certified Financial Goal Planner

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• Website https//www.aafmindia.co.in/
• Call 011-45120800

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• CHARTERED FINANCIAL GOAL PLANNER
• The Chartered Financial Goal Planner (CFGP)
  Certificate Program is designed to develop the
  basic skills required by Wealth Advisors to
  execute critical functions related to Financial
  Planning, Goal Planning Investment Planning to
  assist their clients to shift from investment
  planning to comprehensive financial planning.
  This Globally Certification is offered by
  American Academy of Financial Management India
  and is a stepping stone to more comprehensive and
  intensive programs like the Associate Wealth
  Manager (AWM)and Chartered Wealth Manager
  (CWM).
• In a world of specialization, no other profession
  requires such broad, yet in-depth knowledge than
  that of a Wealth Manager. Wealth Manager must not
  only possess a deep understanding of the
  Financial Products and Personal Financial
  Planning but also of the client psychology,
  attitudes and other intangibles that effect the
  relationship management with the clients. The
  CFGP Certification Program provides the
  Financial Professionals including Wealth Advisors
  Financial Goal Planning Skills.
• The outlook for wealth advisors is very positive
  with number of individuals requiring specialized
  wealth advise rising rapidly across India.
  Alongside this growth is an expected increase in
  competition found in this field where a
  professional needs to differentiate their skills
  and offering to the clients. Hence, people who
  want to stand out from the rest of the pack opt
  to earn a specialized certification to prove that
  they have what it takes to be worthy of the
  field. A certification also strengthens ones
  prospects in the company they are in and can help
  them climb up the employment ladder.

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• Program Goals
• Understand the Financial Planning Process and
  apply it.
• Conduct Client Need Analysis and Gather Relevant
  Client Data.
• Analyse Client Financial Situation and understand
  the problems in Clients Financial Situation.
• Develop appropriate strategies to meet clients
  financial goals
• Present a Financial Plan to a Client.
• Implement a Financial Plan.
• Understand the Ethical considerations in
  Financial Planning.
• Assess risk tolerance and risk bearing ability of
  a client.
• Gather basic understanding of common investment
  products.
• Prepare and analyse Personal Financial
  Statements.
• Understand the concept of Time Value of Money.
• Calculate basic Time Value of Money calculations.

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• Study Materials
• CFGP Candidates get access to our proprietary
  Study Material and AAFM Financial Goal Planning
  Tools including the Specially Developed
  Calculators and Financial Plan Models.
• Guided overviews for each module highlight key
  topics.
• Assessments identify topics a participant already
  knows and those areas that require more time and
  attention.
• More than 200 questions for continually testing
  knowledge and comprehension.
• Features real-life case study scenarios and
  questions to apply your knowledge.
• Certificate Requirements
• In order to become a CFGP Certification holder,
  candidates need to attend the CFGP Workshop and
  must pass a examination at the end of the
  Workshop. To pursue the program they need to be
  at least Intermediate (102). CFGP Certification
  holders are required to follow to a strict code
  of ethics and rules that governs both their
  professional and personal conduct.
• Mode of Study
• AAFM conducts full day workshops with a maximum
  batch size of 25 Participants per Workshop
  focusing on goal planning skills for financial
  advisors.
• Who Should Attend the Program?
• Any aspiring or practicing Financial Advisor and
  / or Financial Products distributor who want to
  start offering client oriented, process-driven
  and Goal-based Financial Advisory Services.

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• Independent Financial Advisor.
• Registered Investment Advisor.
• Bankers
• Mutual Fund Professional
• Agents aspiring to start own Advisory Services
• Distributors aspiring to start own Advisory
  Services

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Thank You

• Website https//www.aafmindia.co.in/
• Call 011-45120800