This document provides information about the Certified Financial Planner (CFP) training program offered by Edupristine, including details about the instructors, syllabus, payment and schedule. It summarizes that Edupristine offers a 120-hour CFP training program over 3 months taught by experienced CFA and CFP professionals. The training will take place in Mumbai, Delhi, Chennai, Bangalore and other cities starting in November, and covers all areas of financial planning across 6 modules. Fees for the program are 25,000 INR with group discounts available.

1. www.edupristine.com
Vikas + 91 98114 44750 vikas@edupristine.com
Karuna +91 80800 05533 karuna@edupristine.com
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CFP
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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.
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hOne stop for Financial Training - Trained more than 3000 professionals and students for FRM , PRM ,
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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.
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hCFP Certified Faculty with significant experience drawn from excellent academic background
hPlacement Support and Career Counseling
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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.
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hFor more details about the CFP exam log on to www.edupristine.com
There is an industry demand more than 1,50,000 CFP professional while we have just 700 CFP in India.
About CFP
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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
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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
CourseStructurewww.edupristine.com

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 info@edupristine.com)
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
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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.
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Certified Financial Planing(CFP )
working
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e CFA /FRM
Anil
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Anil is a CFA Level II candidate and is an electrical engineer from IIT Roorkee. Anil has worked with Pristine on content development and
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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
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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 www.wealthcafe.in . He takes
lectureson taxplanning, retirementplanning and estateplanning.
Haresh
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Haresh is a CFA level III candidate and an MBA. Haresh is one of the co-founders of Wealthcafe.in , 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.
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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.
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Faculty Profile
www.edupristine.com
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