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CERTIFIED FINANCIAL PLANNERCM

CERTIFIED FINANCIAL PLANNERCM is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community and consider as the Highest Qualification in Personal Finance in 24 countries across the world.

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Diploma in Real Estate Management

This certification help the participant to acquire specialized knowledge requisite functional skill set required in real estate & market operations. This certification would give them greater acceptability in the job market, which are dominated by the devious Practioner.


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Diploma in Financial Planning

The Diploma includes CERTIFIED FINANCIAL PLANNERCM Curriculum, Giving an edge to the candidate in the Financial Planning & wealth management industry. We trains the candidates to acquire the skill & ability to take a holistic view of financial markets with industry internship option.

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Certificate in Insurance planning

This certification aims the principles of Risk Analysis & Insurance Planning to identify a client's risk exposure and accordingly select appropriate risk management techniques. It covers both general and life insurance; analyzes various insurance needs to determines the type and amount of insurance best suited to the client's situation and needs.

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Certificate in Tax & Estate planning

This certification aims to enhance the knowledge in the realm of personal taxation and tax planning, by providing a synopsis of the key tax components. Estate planning aims at the process of developing an estate plan, including assessment of important techniques of estate planning: wills, gifting schemes, powers of attorney and joint property ownership.

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Certificate in Retirement Planning

This certification aims at the significance of retirement planning, employee benefits (such as EPF, PPF, Superannuation Fund etc.) while developing a retirement plan. It focuses on imparting appropriate skills, enabling them to identify retirement needs and recommend appropriate retirement solutions for a happy and tension-free retired life.

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Certificate in Investment planning

This certification aims to reviews all categories of investments, client evaluation methods, and economic factors, risk and return analysis, valuation techniques, asset allocation procedures and portfolio performance assessment. Various techniques and concepts used in portfolio construction and management are also examined.

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Certificate in Advanced Financial Planning

This covers all the aspects of personal finance that are vital for developing a comprehensive financial plan. candidates are taught the steps necessary related to monitoring and evaluation of financial plans. Review of the legal, ethical and regulatory issues affecting financial planners is also covered.




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Challenge Status CFPCM Certification Course

It is a Accelerated program specially designed for candidates to take FPSB India's fast track “CERTIFIED FINANCIAL PLANNERCM" Program through “Challenge Status Program” Mode.







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