Certified Financial Planner
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STRATAGEM FINANCIAL SCHOOL
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Registered education providers for CFP (Certified Financial Planner). It's a 6 months course post which 100% placement is provided.
Transcript of Certified Financial Planner
STRATAGEM FINANCIAL SCHOOL
COURSE OFFERED
CFPCM
Certified Financial Planner
Financial planning is the process of meeting one’s life goals through
proper management of finances.
Life goals can include buying a home, saving for your children's
education/ Higher Education, Marriage, and Retirement corpus
while ensuring Tax Efficiency, Risk management, etc.
What is Financial Planning?
Who is a Financial Planner?
A Financial Planner helps clients create personal
budgets, control expenditures, set goals for saving and
implement strategies for accumulating wealth.
Major areas include: cash flow management, education
planning, retirement planning, investment planning, risk
management and insurance planning, tax planning,
estate planning and business succession planning
Financial Planners - The Personal CFOs
Mark of Quality – The World OverCERTIFIED FINANCIAL PLANNER
CM
Designed specifically for high-achieving business professionals, and career
changers
Innovative course content, best faculty interaction and healthy learning
environment
Tested for Competency, Education, Examination & Work Experience
Committed to Ethical Conduct, Code of Ethics & Rules of Professional
Conduct
“ Highest Level of Certification globally in the field of Financial Planning”
Levels of Certification
CERTIFIED FINANCIAL PLANNERCM ( CFPCM )
ASSOCIATE FINANCIAL PLANNER (AFP)
Testing Modules
Module I: Introduction to Financial Planning
Module II: Risk Analysis and Insurance Planning
Module III: Retirement Planning and Employee Benefits
Module IV: Investment Planning
Module V: Tax Planning and Estate Planning
Module VI: Advance Financial Planning
CFPCM WORLDWIDE Australia Austria Brazil Belgium Canada China Chinese Taipei France Germany Hong Kong India United Kingdom United States of America
Netherlands Indonesia Ireland Japan Malaysia New Zealand Republic of Korea Singapore South Africa Switzerland
Across 23 countries
How will I be benefited from this program?
You become a Self illuminated Expert in financial
planning based advisory
You attain a global position for yourself.
You join an elite group in the Financial world.
You move ahead of the increasing competition.
You get preference for coveted positions with
reputed organizations.
Facilities Provided by our Financial School
Prominent academicians with both industrial and academics experience.
Sophisticated Course material designed by a team of CFPCM
100 % Placement
Wi-Fi enabled Campus
Career Options at large
Training Research Financial planning Journalism Academics
Sales of financial products Bank Asset management company Life Insurance Share brokers Portfolio manager
Financial Planner’s Career Path
Levels Job ProfileQualification/
ExperienceExpected Earnings
(p.a.)
Entry
Trainees and executives with Wealth Management Firms, Banks and Product
Distributors
Pursuing CFPCM
Certification + Graduate Fresher
Rs. 3 to 6 Lakh
MiddleRelationship Managers,
Wealth Managers, Financial Planners/Advisors,
Passed CFPCM Certification Exam + Work
Exp. of 1-2 Years Rs. 6 to 12 Lakh
Senior
Functional Heads like Retirement Specialists, Tax
Specialists , Business & Regional Heads
CFPCM Certificant with more than 3 year work experience and other
professional qualifications
Above 12 Lakh
Charter Members of FPSB India have resolved that they will
give first preference to CFPCM Certificants in recruitment
Stratagem Solutions201/A, Lake Shore Towers,Rajbhavan Road,Somajiguda,Hyderabad-500082Tel: +91 9502018130/ 8790249910Email Id: [email protected] [email protected]
CONTACT US
