Certified Financial Planner

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Registered education providers for CFP (Certified Financial Planner). …

Registered education providers for CFP (Certified Financial Planner).
It's a 6 months course post which 100% placement is provided.

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  • 1. Stratagem financial school
  • 2. COURSE OFFERED
    CFPCM
    Certified Financial Planner
  • 3. Financial planning is the process of meeting one’s life goals through proper management of finances.
    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.
    What is Financial Planning?
  • 4. Who is a Financial Planner?
    A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth.
    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
  • 5. Financial Planners - The Personal CFOs
  • 6. CERTIFIED FINANCIAL PLANNERCM
    Mark of Quality – The World Over
    • Designed specifically for high-achieving business professionals, and  career changers
    • 7. Innovative course content, best faculty interaction and healthy learning environment
    • 8. Tested for Competency, Education, Examination & Work Experience
    • 9. Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct
    “ Highest Level of Certification globally in the field of Financial Planning”
  • 10. Levels of Certification
    • CERTIFIED FINANCIAL PLANNERCM ( CFPCM )
    • 11. ASSOCIATE FINANCIAL PLANNER (AFP)
    Testing Modules
    • Module I: Introduction to Financial Planning
    • 12. Module II: Risk Analysis and Insurance Planning
    • 13. Module III: Retirement Planning and Employee Benefits
    • 14. Module IV: Investment Planning
    • 15. Module V: Tax Planning and Estate Planning
    • 16. Module VI: Advance Financial Planning
  • CFPCM
    WORLDWIDE
    Across 23 countries
  • 39. How will I be benefited from this program?
    • You become a Self illuminated Expert in financial planning based advisory
    • 40. You attain a global position for yourself.
    • 41. You join an elite group in the Financial world.
    • 42. You move ahead of the increasing competition.
    • 43. You get preference for coveted positions with reputed organizations.
  • Facilities Provided by our Financial School
    • Prominent academicians with both industrial and academics experience.
    • 44. Sophisticated Course material designed by a team of CFPCM
    • 45. 100 % Placement
    • 46. Wi-Fi enabled Campus
  • Career Options at large
    Sales of financial products
  • Financial Planner’s Career Path
  • 55. Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment
  • 56. CONTACT US
    Stratagem Solutions
    201/A, Lake Shore Towers,
    Rajbhavan Road,
    Somajiguda,
    Hyderabad-500082
    Tel: +91 9502018130/ 8790249910
    Email Id: urvash@stratagem.co.in
    siddharth@stratagem.co.in