20240429 Calibre April 2024 Investor Presentation.pdf
Cfp exam
1. Some key facts about Certified Financial
Planner Exam
INTRODUCTION TO CFP EXAM
2. WHAT IS CFP EXAM?
The Certified Financial Planner course is an
acclaimed programme that has been helping to
raise the bar for industry professionals everywhere
since the time of introduction. In India, the
certification is administered under the aegis of the
non-profit, Financial Planning Standards Board
Limited or FPSB.
3. WHO IS THIS CFP CERTIFICATION GIVEN BY?
CFP Certification is associate degree
internationally accepted money coming up
with qualification recognized and respected
by the world money community.
The Financial Planning Standards Board (FPSB) of India gives
CFP certification.
4. HOW DO I EARN THE CFP CERTIFICATION?
In order to earn the CFPCM, a candidate should fulfil a
definite set of eligibility criteria.
There area unit 2 pathways, specifically
1) Regular and 2) Challenge standing,
for achieving the CFP
certification and also the instructional
qualification needed for every is
completely 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 a
NCFM variety that you've got to say within the registration sort
of FPSB.
You need to pay the fee and submit the
subsequent documents:
Signed student Registration form
DD if opted
Qualification Documents (Minimum Qualification Certificate as
required)
Proof of Identity & Photograph
FPSB can activate your account on verification of the
documents.
6. PREPARING FOR THE EXAM
Risk Analysis & Insurance Planning
Retirement planning and
Employee benefits
Investment Planning
Tax planning & Estate planning
Advance financial planning
7. HOW LONG DOES IT TAKE TO COMPLETE THE
PROGRAM?
Normally each module will complete an approximate time of
1.5 to 2 months
One can look forward to completing the entire program in 1.5
yrs 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 of
economic designing like Risk Analysis & Insurance
Planning, Retirement designing and worker edges, Investment designing,
tax designing and
Estate designing.
Apart from increased career and employment opportunities, the
certification provides you with a
professional recognition in additional than twenty three countries round
the world.
www.fpa.edu.in www.isbf.edu.in financialadvisors.dspblackrock.com
