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Cfp exam

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  • 1.  Some key facts about Certified FinancialPlanner ExamINTRODUCTION TO CFP EXAM
  • 2. WHAT IS CFP EXAM?The Certified Financial Planner course is anacclaimed programme that has been helping toraise the bar for industry professionals everywheresince the time of introduction. In India, thecertification is administered under the aegis of thenon-profit, Financial Planning Standards BoardLimited or FPSB.
  • 3. WHO IS THIS CFP CERTIFICATION GIVEN BY? CFP Certification is associate degreeinternationally accepted money coming upwith qualification recognized and respectedby the world money community.The Financial Planning Standards Board (FPSB) of India givesCFP certification.
  • 4. HOW DO I EARN THE CFP CERTIFICATION?In order to earn the CFPCM, a candidate should fulfil adefinite set of eligibility criteria.There area unit 2 pathways, specifically1) Regular and 2) Challenge standing,for achieving the CFPcertification and also the instructionalqualification needed for every iscompletely different.
  • 5. REGISTERING FOR THE CFP EXAMYou can register through the FPSB web site for the course.You also got to register on the NSE web site and procure aNCFM variety that youve got to say within the registration sortof FPSB.You need to pay the fee and submit thesubsequent documents:Signed student Registration formDD if optedQualification Documents (Minimum Qualification Certificate asrequired)Proof of Identity & PhotographFPSB can activate your account on verification of thedocuments.
  • 6. PREPARING FOR THE EXAMRisk Analysis & Insurance PlanningRetirement planning andEmployee benefitsInvestment PlanningTax planning & Estate planningAdvance financial planning
  • 7. HOW LONG DOES IT TAKE TO COMPLETE THEPROGRAM?Normally each module will complete an approximate time of1.5 to 2 monthsOne can look forward to completing the entire program in 1.5yrs time.
  • 8. WHAT ARE THE BENEFITS OF THIS PROGRAM It helps you gain experience in money designing. This program provides a holistic read of all aspects ofeconomic designing like Risk Analysis & InsurancePlanning, Retirement designing and worker edges, Investment designing,tax designing andEstate designing. Apart from increased career and employment opportunities, thecertification provides you with aprofessional recognition in additional than twenty three countries roundthe world.www.fpa.edu.in www.isbf.edu.in financialadvisors.dspblackrock.com
  • 9. THANK YOU !

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