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Certified Financial Planning

Colaba, Mumbai

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About the Course

Financial Planning Academy is an Authorized Education Provider of the Financial Planning Standards Board, India (FPSBI) for the CERTIFIED FINANCIAL PLANNERCM (CFPCM) professional education program in India.
FPA has been established to initiate an entirely new platform for disseminating Financial Planning Education to the aspiring individuals who are keen to make a career in Financial Advisory Services, the most prestigious qualification for professionals in financial services globally.

FPA also provides an online portal called i-Learn which includes:
• Topic wise notes & online summary for all modules
• Real time mock exams for all modules, with their solutions
• Over 5000+ practice questions with their solutions
• Complete online support & query solving

Topics Covered

Introduction to Financial Planning
Risk Analysis and Insurance Planning
Retirement Planning & Employee Benefits
Investment Planning
Tax Planning & Estate Planning
Advance Financial Planning

Who should attend




What you need to bring

3 passport size photographs
2 photocopy of XII Std or Graduation (Self Attested)

Key Takeaways

Financial Planning
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About the Trainer

Ninad Mondkar, popularly known among students as "NM Sir" and among peers as "NM" is the 'Chief Learning Officer (CLO)' of Financial Planning Academy (FPA). He brings with himself years of experience with a proven track record in training, administration, counseling & business development. He is known to be a "task master" whose forte is to get things rolling! Among various other aspects, he primarily takes care of the operational efficiency of FPA.
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Course Id: 22086