CFPCM is internationally recognized certification program on financial planning and it is recognized across 23 countries. Globally there are more than 100,000 CFPs in comparison to ~1500 CFPs in India. Due to the recent regulatory changes, the industry requirement for qualified financial planners in India is close to 50,000. Because of this there is a huge demand for CFPs in India. The key recruiters are Private & MNC Banks, Asset Management Firms, Distribution houses, Boutique Wealth Management firms, Insurance Companies etc

Topics Covered

• Introduction ,Risk analysis & insurance planning • Retirement planning & employee benefits • Investment planning • Tax planning & estate planning • Advanced Financial Planning.

Who should attend

The key recruiters are Private & MNC Banks, Asset Management Firms, Distribution houses, Boutique Wealth Management firms, Insurance Companies etc

Pre-requisites

Graduate

What you need to bring

Laptop and writing pad

Key Takeaways

CFP CM Cirtification