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Pristine cfp brochure


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  • 1. Vikas + 91 98114 44750 Karuna +91 80800 05533 CM CFP ann ci iaF l Pde li af nit nr ee rC
  • 2. hFounded by professionals and alumnus of Standard Chartered, Goldman Sachs, Reliance Private Equity, SBI, Accenture, IBM and CRISIL, IIM, IIT and SIBM. hAuthorised training provider for FRM, CFA , PRM and CFP Exams. hTopic Expert Model: Learn from the Master of particular subject. ® ® hOne stop for Financial Training - Trained more than 3000 professionals and students for FRM , PRM , ® CFA and Financial Modeling hPresence in Mumbai, Delhi, Chennai, Bangalore, Hyderabad, Pune, Singapore and Online. hModule 1 Introduction to Financial Planning hModule 2 Risk Analysis and Insurance Planning hModule 3 Retirement Planning & Employee benefit hModule 4 Investment Planning hModule 5 Tax Planning & Estate Planning hModule 6 Advanced Financial planning h120 Hours of classroom training over 3 months (5 Hrs every Saturday and Sunday ) h1200 + Questions in the workbook and mock test for each module. hComprehensive reading materials for complete preparation hFree Online Video on difficult topics, Solved Examples and Practice Papers hFree Comprehensive reading materials for complete preparation hOnline access to all the presentations and practice tests within 24 hrs of registration for the trainings. CM hCFP Certified Faculty with significant experience drawn from excellent academic background hPlacement Support and Career Counseling h hMany employment opportunities are expected to come up in Banks, Financial Planning Institutions, Wealth Management Firm, Life Insurers Companies, Accounting Firms, Stock brokers seeking professionals with such expertise. ® hFor more details about the CFP exam log on to There is an industry demand more than 1,50,000 CFP professional while we have just 700 CFP in India. About CFP CM hIn this era of super specialization - Certified Financial Planner (CFP ) Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and makea satisfyingcareerin thefinancial servicesindustry. hGlobally recognized professional certification for Financial Planning awarded by FBSB (FPSB, USA) throughFPSB,India. hMore than 100,000 Certified Financial Planner in 23 countries over 200 leading financial firms have joined hands towardsthisobjective. hFPSBIndia iscurrentlypromotedby50leadingFinancial ServicesOrganizations fromtheindustry. Career Opportunity Pristine Credential CFP Program Syllabus Pristine Offering
  • 3. Inroduction to Financial Planning hEstablishing client- planner relationships hGathering client data and determining goals and expectations hAnalyze Client Objectives, Needs and Financial Situation hDeveloping appropriate strategies and presenting the Financial Plan hImplementing and Monitoring the Financial Plan CM hRegulatory requirements for CFP Certificates hEthical and professional considerations in Financial Planning hAssessment of risk and client behavior hCash flow planning hBudgeting hPersonal use asset management hFinancial Mathematics hPersonal Financial Statement Analysis h.Economic environment and indicators hForms of business ownership/ entity relationships hWays of taking title to property (sole, joint, community, etc.) hLegal aspects of Financial Planning Risk Analysis and Insurance Planning hIntroduction to Risk Analysis hInsurance and Risk hRisk analysis Process hLegal principles in insurance hThe Insurance contract hLegal Liability hIdentification of life, medical, householders, auto and other property and liability risk exposures hPersonal property and liability insurance hLife insurance needs analysis, policy analysis, policy selection hAnnuities hMedical insurance hInsurance of business risk hImplementing and reviewing client's insurance hGovernment regulation of insurance hInsurance Pricing hInsurance Companies Retirement Planning and Employee benefit hIssues in retirement planning hWealth creation hTypes of plans hDefined benefit plans and contribution plans hSuperannuation and other retirement plans hGroup Life and Health Insurance hRetirement needs analysis and income streams hPost-retirement counseling hNeed for reforms hReform proposals Investment Planning hHow investment planning is different from selling investment products hInvestment risk hMeasuring risk hManaging risk hReturns hInvestment portfolio hSmall savings hFixed income instruments hInsurance-based investments hMutual funds hEquity shares hDerivatives hReal estate hOther investments hActive and passive strategies hAsset allocation hThe regulatory functions, rules and codes of conduct pertaining to planners hMatching investment vehicles to needs of clients Tax Planning & Estate Planning hEthical considerations in tax planning hTaxation terminology hTax calculations and special rules hTax characteristics of business forms hNon Resident Indians (NRIs) hHeads of income hCapital Gains tax rules hTax relief hNon taxable transactions (e.g., gifts, estate) hTax management techniques h.Interest and penalty taxes and other charges hFeatures and Taxation of trust hProperty documentation Advanced Financial Planning hEstablishing client- planner relationships hGathering client data and determining goals and expectations hDetermining the client's financial status by analyzing and evaluating the client's information hAnalyze Client Objectives, Needs and Financial Situation hDeveloping and presenting the Financial Plan hImplementing the Financial Plan hMonitoring the Financial Plan hInternet Resources hForeign exchange issues for individuals hFinancial Planning for special needs and clients
  • 4. You can pay through check, Demand Draft or Net Banking Transfer to following account- Name of the Account: Neev Knowledge Management Pvt. Ltd. Type of Account: Current Account Account No: 00602560008449 RTGS/ NEFT IFSC Code: HDFC0000060 Branch Address: Manekji Wadia Bldg, Ground Floor, Nanik Motwani Marg, Fort Mumbai, INDIA, PIN - 400 023 Address for Courier: 925,Corporate Avenue, Sonawala Road, Gregaon(East)-Mumbai - 400063,INDIA. (Don't forget to email your transaction details to Pristine Careers has the best faculty for . We have different experts for different areas and all our faculty are experienced working professionals. Our instructors bring the practical knowledge along with the depth of theory. We professionals who teach our courses. The majority of the professionals are IIT/IIM and have passed differ nt levels of exams. An indicative list of our instructors is given below- Kushal Kushal is a CFA Level III candidate and is an electrical engineer from IIT Roorkee. He has worked with Pristine on content development and has portfoliomanagementand fixedincomeashisstrongsubjects. Saurabh CM Saurabh is a CFA Level III candidate and an avid investment advisor. He has also completed the FRM and the CFP Examination and has a passion forteaching.Hehas trainedstudentsforfinancial planning, investmentplanning and riskanalysis. CM Certified Financial Planing(CFP ) working ® ® e CFA /FRM Anil ® Anil is a CFA Level II candidate and is an electrical engineer from IIT Roorkee. Anil has worked with Pristine on content development and ® has taken lectures for CFA Level I, in which he had scored more than 70% in all the subjects. He takes lecture on investment planning and financial planning. Harsh ® ® Harsh is a CFA level III candidate and has scored more than 70% in almost all the subjects in both the levels of CFA exams. Harsh is an MBA and a Chartered Account. He was ranked 2nd in India's K-12 exams. Harsh is the owner of wealth advisory firm . He takes lectureson taxplanning, retirementplanning and estateplanning. Haresh ® Haresh is a CFA level III candidate and an MBA. Haresh is one of the co-founders of , a wealth advisory firm. Haresh has worked for more than four years in the industry with organisations like Deutsche Bank. He takes lectures on employee benefits, tax planning and estate planning. ® Arnab Arnab is an investment banker with experience in equity capital markets. He has overall experience of more than four years and has worked with organisations likeUBS.Arnab has done hisMBA fromIIMAhmedabad and hisB.Tech. fromIITKharagpur. ® Faculty Profile Payment Details Training Fees Training Schedule Fees : 25,000/- Mumbai: Starting in November 2010. Group Discount: 20% for group of 5 or more students Delhi : Starting in November 2010. Training Timings : 10 AM to 3.00 PM