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CFP ppt,Modules,CFP Institute in Jaipur, CFP classes in Jaipur, CFP Distance Learning in Jaipur, CFP Module preparation in Jaipur,CFP Tutorial in Jaipur


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There are 6 Modules. …

There are 6 Modules.
Introduction to Financial Planning.
Risk Management and Insurance Planning.
Retirement Planning and Employee Benefits.
Investment Planning.
Tax & Estate Planning.
Advance Financial Planning
CFP Institute in Jaipur, CFP classes in Jaipur, CFP Distance Learning in Jaipur, CFP Module preparation in Jaipur,CFP Tutorial in Jaipur

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  • 1.
  • 2. About PTA• PTA introduced a unique concept where student develop their skills and sector knowledge in their area of expertise through our industry experts and practical mode of imparting training.• Our training module help the undergraduates, graduates, professionals, MBAs etc. to start their career in financial markets and become the market professionals.• PTA’s program design according to job demands in the sector.• We are providing the program and seminar in various institution like ICSI,ICAI,CBSE Schools ,MBA Colleges(IILM , Subodh Mgmt Institute , Taxila Business School , ICFAI Business School , VIT, Om Kothari Institute, IIPM Jaipur, Asia Pacific College Udaipur & many more)
  • 3. Vision & Mission To maintain quality service in the field of capital market educationTo create new sector oriented courses which help corporate as wellas studentsTo become benchmark training centre across IndiaTo develop more interactive study material related to sector needs. To develop more and more stock market professionals for thegrowth of capital markets in India
  • 4. Visiting Faculty Hemang Jani (Chief Economist of Sharekhan Ltd) Sushash Sawant (Fund Manager in PMS of Sharekhan Ltd) Nidhi Tickoo (Cluster Head & HR North Division of Sharekhan LTD) John (International Instructor of renowned Technical Analysis called Online Training Academy USA) Sandeep Jain ( Fundamental Analyst Trade Swift) Manish Kothiwal ( Resourse person of SEBI) Atul Bhargava ( Head of Viratech Technical Software) Vinod Nair ( Content Developer –BSE training Institute for MBA Program) Rajat Sharma (VP of India Bulls Securities) Rakesh Yadav( Research head in Ganagapur Commodities)
  • 5. Study MethodologyBasics : Understanding of the financial products and services Certifications : Knowledge of the stock market mechanismPractical Aspects : Practical Knowledge required in the market Projects & AssignmentPersonality Development : Development of skills beneficial for the markets Corporate Training : Exposure in Corporates
  • 6. AchievementsDevelopment of practical content which suited corporaterequirementsTrained more than 600+ MBA student within 5 YearExcellent placement for both MBA and Graduates & get excellentfeedback from corporateStarted other professional course like CFP,CMTDevelopment of all study material (More than 250 + presentationon all topics) & Collection of Books (online more than 350 +books on technical and different topics of all internationalwriters)
  • 7.
  • 8. Courses Certified Market Professionals (Graduates)Certified Market Professionals (MBA,CA,CS & Others) Certified Financial Planner(CFP) Advanced Technical Analysis Knowledge Base Program ( Investors) NCFM/NISM module Preparation
  • 9. CFP CMCertification Program
  • 10. Certified Financial Planner (CFPCM)• CFPCM Certification is a highly prestigious qualification in the arena of wealth management across the globe. The CFPCM mark is rated as the Gold Standard by the ‘Wall Street Journal’.• The CFPCM Certification process is administered in India by the Financial Planning Standards Board India.• Today this certification is recognized and accepted in more than 24 countries around the world.• The demand in India is estimated at more than 50,000 CFPCM Certificants and presently there are a little more than 3500.
  • 11. Need of Financial Planning• India has the tenth highest number of dollar millionaires in the world and their rate of growth is higher than in any other country• Robust Economy• Exposure of International Markets & Cultures• Nuclear Families……Higher disposable income• Large number of new products due to opening of markets and customer demand• Complexity of products & services, hence the need of specialists advice.• Market flooded with Agents, sellers & Product Pushers• Mutual Funds, Banks and Insurance companies are prompting their employees to do CFP
  • 12. Financial Planning Standard Board India (FPSB) • FPSB India is a Professional Membership & Certification organization • It represents commitment to the emergence of Financial Planning as a respected profession in India • FPSB India offers the highest Financial Planning credential called the Certified Financial Planner CM (CFPCM) • FPSB India is an affiliate of FPSB US
  • 13. Why PTA?• Relevant education to fulfill industry requirements• Access to an exclusive in-house finance library• Internship for corporate exposure• Creating Advance job profile solutions• Training by Industry Expert• Online Mock Test• All study material Access through online
  • 14. Key Features• Studies through Presentation• Project & Assignments• Software Training• Preparation according to Job Profile• Corporate Internship• Globally accepted Certifications• Knowledge Bank (In House Financial Library)• Real Time Market Experience & Case Studies
  • 15. Expert FacultyRohan SharmaQualificationACS,, LL.B, CPM,CFP,NCFM QualifiedSpecialization Technical Analysis , Option strategies, Portfolio management ServicesExperience He is start career as a Training Instructor with Share khan Ltd , Mumbai. Get technical analysis training from Dr C.K Naraiyanan (Well knowed frequent guest in CNBC Awaaz , run a special program in ETNOW named as Talking Technical. Now servicing branch of share khan limited from last 5 years & running stock market Institute from 3 years ..
  • 16. Expert Faculty Mr. Chindrup Jain CFP Qualification M.COM , CFP Experience: Core experience in Financial Sector from last 5 years Mr. Pradeep Sharma Qualification M.COM , CFP Experience: Core experience in Financial Sector from last 5 years
  • 17. Career Prospectus for CFPCM Certification• Banking• Investment Advisory services• Life and General Insurance• Mutual Funds• Stock and Security Brokers• Tax Consultancy• Fund Managers / Portfolio Managers Provides much wanted ‘Credibility & Competency’ as a Financial Planning Practitioner
  • 18. Career Prospectus for CFPCM Designation Employees 1. Relationship Manager Banks, Broking Firms, Fund Houses 2. Investment Advisor, Wealth Private Banking, Wealth Manger, Financial Advisor, Management Firms, Financial Financial Planner Planning Outfits, Fund Houses 3. Insurance Advisor Insurance Companies 4. Faculty Content Writer / Trainer Educational Institutes / Corporate 5. Independent Financial Planner Self Employed
  • 19. Huge Demand Supply gap for CFPCM Professional in India• India has 3,500 + CFP Certificants for a population of 1200 million Versus• 58,830 CFP Certificants in US (250 million population)• 17,230 CFP Certificants in Canada (60 million population)• 15,802 in Japan (120 million population)
  • 20. Pathway to CFPCM Certification1. Regular Pathway – to accomplish the ‘Education’ criterion• Enroll with of FPSB India• Self Study Mode2. Challenge Status - Only candidates who are Graduates from a Recognized University and having the following additional Educational Qualifications or equivalent with minimum 3 years experience would be eligible under the Challenge Status Program:• CA / ICWA / CS• CAIIB• CFA (USA)• PhD./ M.Phil in Economics, Econometrics, Statistics etc.• LLB or equivalent etc.
  • 21.
  • 22. Modules to be Studied• Introduction to Financial Planning• Risk Analysis & Insurance Planning• Retirement Planning & Employee Benefits• Investment Planning• Tax & Estate Planning• Advance Financial Planning
  • 23. Format of CFP Examination• EXAM DURATION MODULE DURATIONModule 1-4 2 HoursModule 5 4 Hours MODULE DURATIONModule 1-4 Daily 4 slot of 2 Hours (Except Sunday)Module 5 Daily 2 slots of 4 Hours (Except Sunday)
  • 24. Evaluation System of CFP Examination GRADE SCORE (Percentage) Exam 1-4 Exam 5A Equal and above 80% Equal and above 75%B 70 to 79.99% 60 to 74.99%C 60 to 69.99% 50 to 59.99%Fail Less than 60% Less than 50%
  • 25. Structure of CFP ExaminationMODULE Testing Exam Exam Composition No of Marks Question/Marks CategoriesI NA N/A N/A N/AII Exam 1 Module I- 20% 77/ 150 1,2,3&4 Module II- 80% (35-1,90-2,150-3,240-4)III Exam 2 Module I- 20% 77/150 1,2,3&4 Module II- 80%IV Exam 3 Module I- 20% 77/150 1,2,3&4 Module II- 80%V Exam 4 Module I- 20% 77/150 1,2,3&4 Module II- 80%VI Exam5 Case study Format 2 case study / 2,3,4&5 30 Question (100 marks)
  • 26. Charted Member of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment
  • 27. CONTACT US Shop No 3 &4, Opp Bank of Baroda, Near Shyam Nagar Metro Station (East)) , Sodala , Jaipur-302019 Mob: 9261211003 Landline: 0141-2297447,4006230Email:,
  • 28. THANK YOU