Why CFP? For more information visit www.fpsbindia.orgwww.fpsbindia.org.

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What is CFP Certification?

Presentation transcript:

Why CFP? For more information visit

About CERTIFIED FINANCIAL PLANNER CM Certification is a mark of excellence granted to individuals who meet the stringent standards of 1. Education 2. Examination 3. Experience 4. Ethics CFP CM Certification is the highest level of Certification worldwide in the field of Financial Planning

About It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community The CFPCM Certification wins trust and presents opportunities worldwide In this era of super specialization, the Professional Certification - CERTIFIED FINANCIAL PLANNER CM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry

Benefits Enhanced career and employment opportunities Personal satisfaction More revenue streams by increasing your product and service Enhanced Social Status Recognition in more than 23 countries across the world

Pathway

Education Module I - Introduction to Financial Planning Module II - Risk Analysis & Insurance Planning Module III - Retirement Planning & Employees Benefits Module IV - Investment Planning Module V - Tax Planning & Estate Planning Module VI - Advanced Financial Planning

Examination

Experience

Prodigy