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Certified Financial Planning

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M G Road 1, Bangalore

Course ID: 19363

M G Road 1, Bangalore

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About the Course

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



What you need to bring

Laptop and writing pad

Key Takeaways

CFP CM Cirtification

Date and Time

Not decided yet.

About the Trainer

Avg Rating

0 Reviews

0 Students

2 Courses

Vinod Tantri


13 Years of Experience

12 years of experience in Investment and Finance.


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Students Interested 0 (Seats Left 0)

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