Stratagem financial school<br />
       COURSE OFFERED<br />CFPCM<br />Certified Financial Planner<br />
Financial planning is the process of meeting one’s life goals through proper management of finances. <br />Life goals can ...
Who is a Financial Planner?<br />A Financial Planner helps clients create personal budgets, control expenditures, set goal...
Financial Planners - The Personal CFOs<br />
CERTIFIED FINANCIAL PLANNERCM<br />Mark of Quality – The World Over<br /><ul><li>  Designed specifically for high-achievin...
  Innovative course content,  best faculty interaction and healthy learning environment
  Tested for Competency, Education, Examination & Work Experience
  Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct</li></ul>“ Highest Level of Certification g...
Levels of Certification<br /><ul><li>CERTIFIED FINANCIAL PLANNERCM ( CFPCM )
ASSOCIATE FINANCIAL PLANNER (AFP)</li></ul>Testing Modules	<br /><ul><li>Module I:	Introduction to Financial Planning
Module II: 	Risk Analysis and Insurance Planning
Module III: 	Retirement Planning and Employee Benefits
Module IV:	 Investment Planning
Module V: 	Tax Planning and Estate Planning
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CFP (Certified Financial Planner)

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CFP is highest standard of education in the field of Financial Planning.

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CFP (Certified Financial Planner)

  1. 1. Stratagem financial school<br />
  2. 2. COURSE OFFERED<br />CFPCM<br />Certified Financial Planner<br />
  3. 3. Financial planning is the process of meeting one’s life goals through proper management of finances. <br />Life goals can include buying a home, saving for your children's education/ Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk management, etc.<br />What is Financial Planning?<br />
  4. 4. Who is a Financial Planner?<br />A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth. <br />Major areas include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning<br />
  5. 5. Financial Planners - The Personal CFOs<br />
  6. 6. CERTIFIED FINANCIAL PLANNERCM<br />Mark of Quality – The World Over<br /><ul><li> Designed specifically for high-achieving business professionals, and  career changers
  7. 7. Innovative course content, best faculty interaction and healthy learning environment
  8. 8. Tested for Competency, Education, Examination & Work Experience
  9. 9. Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct</li></ul>“ Highest Level of Certification globally in the field of Financial Planning”<br />
  10. 10. Levels of Certification<br /><ul><li>CERTIFIED FINANCIAL PLANNERCM ( CFPCM )
  11. 11. ASSOCIATE FINANCIAL PLANNER (AFP)</li></ul>Testing Modules <br /><ul><li>Module I: Introduction to Financial Planning
  12. 12. Module II: Risk Analysis and Insurance Planning
  13. 13. Module III: Retirement Planning and Employee Benefits
  14. 14. Module IV: Investment Planning
  15. 15. Module V: Tax Planning and Estate Planning
  16. 16. Module VI: Advance Financial Planning</li></li></ul><li>CFPCM <br />WORLDWIDE<br /><ul><li> Australia
  17. 17. Austria
  18. 18. Brazil
  19. 19. Belgium
  20. 20. Canada
  21. 21. China
  22. 22. Chinese Taipei
  23. 23. France
  24. 24. Germany
  25. 25. Hong Kong
  26. 26. India
  27. 27. United Kingdom
  28. 28. United States of America
  29. 29. Netherlands
  30. 30. Indonesia
  31. 31. Ireland
  32. 32. Japan
  33. 33. Malaysia
  34. 34. New Zealand
  35. 35. Republic of Korea
  36. 36. Singapore
  37. 37. South Africa
  38. 38. Switzerland</li></ul>Across 23 countries<br />
  39. 39. How will I be benefited from this program? <br /><ul><li> You become a Self illuminated Expert in financial planning based advisory
  40. 40. You attain a global position for yourself.
  41. 41. You join an elite group in the Financial world.
  42. 42. You move ahead of the increasing competition.
  43. 43. You get preference for coveted positions with reputed organizations.</li></li></ul><li>Facilities Provided by our Financial School<br /><ul><li> Prominent academicians with both industrial and academics experience.
  44. 44. Sophisticated Course material designed by a team of CFPCM
  45. 45. 100 % Placement after completion of all modules.
  46. 46. Wi-Fi enabled Campus</li></li></ul><li>Career Options at large<br /><ul><li>Training
  47. 47. Research
  48. 48. Financial planning
  49. 49. Journalism
  50. 50. Academics </li></ul> Sales of financial products<br /><ul><li> Bank
  51. 51. Asset management company
  52. 52. Life Insurance
  53. 53. Share brokers
  54. 54. Portfolio manager</li></li></ul><li>Financial Planner’s Career Path<br />
  55. 55. Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment<br />
  56. 56. CONTACT US<br />Stratagem Solutions<br />201/A, Lake Shore Towers,<br />Rajbhavan Road,<br />Somajiguda,<br />Hyderabad-500082<br />Tel: +91 9885195652<br />Email Id: avinash.n@stratagem.co.in<br />

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