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Financial Planning Academy

CFP is one of the newest trends in the job markets. As there are very little qualified individuals in this area if you chose this career path, you will be able reach the pinnacle of your career very soon. You have every right to learn the newest subjects and become a top employee.log on to fpa.edu.in to know more

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Financial Planning Academy

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  1. A N A U T H O R I Z E D P R O V I D E R F O R FINANCIAL PLANNING

  2. A N A U T H O R I Z E D P R O V I D E R F O R GOALS CAN ALL BE ACHIEVED If Planned Well…

  3. A N A U T H O R I Z E D P R O V I D E R F O R BUT, WHERE IS THE ‘AAM AADMI’ TODAY? How much should I save for my children's education/ marriage? When should I retire? What is the exact amount of corpus required? Help me buy a car/house ASAP! Forgot to File Tax Returns/ Insurance Premium!! Where should I invest? Stocks, Gold Property, MF? Is my loan too expensive?? Which is the best insurance policy for me and my family? No idea how to claim for hospitalization!

  4. A N A U T H O R I Z E D P R O V I D E R F O R ONE STOP SOLUTION FOR ALL YOUR FINANCIAL NEEDS! CFP WEALTH MANAGER STOCK BROKER INSURANCE AGENT INVESTMENT ADVISOR RISK MANAGER CHARTERED ACCOUNTANT

  5. A N A U T H O R I Z E D P R O V I D E R F O R ROLE OF A CFPCM PROFESSIONAL Achieving Short Term/Long Term GOALS By bearing MINIMUM RISK In the desired duration of TIME

  6. A N A U T H O R I Z E D P R O V I D E R F O R WHAT IS CFPCM CERTIFCATION PROGRAM • Highest Credential in the field of Personal Finance • Internationally Recognized across 24 Countries • Highest Industry Recognition in India and abroad • Endorsed by 50 Finest Finance Companies in India • Recognized as a Professional Qualification worldwide • Rated as the Highest Paid Job by “Job Almanac” • Rated as “Gold Standard” by “Wall street Journal”

  7. A N A U T H O R I Z E D P R O V I D E R F O R ONE QUALIFICATION MULTIPLE CAREER OPPORTUNITIES • Banking • General & Life Insurance • Financial Planning • Accounting and Tax • Wealth Management • Investment Advisory Services • Mutual Funds & Stock Broking • Portfolio Management Services • Other Financial Services

  8. A N A U T H O R I Z E D P R O V I D E R F O R INDUSTRY DEMAND

  9. A N A U T H O R I Z E D P R O V I D E R F O R DEMAND-SUPPLY DYNAMICS REQUIREMENT OF OVER 3,00,000 CFP’s IN INDIA OTHER FINACIAL SERVICES INTERMEDIARIES IN INDIA 20,00,000+ Life Insurance Agents 50,000+ Mutual Fund Advisors 10,000+ Brokerages Service Branches 25,000+ Bank Branches 5,000+ Insurance Services Branches

  10. A N A U T H O R I Z E D P R O V I D E R F O R JOB OPPORTUNITIES

  11. A N A U T H O R I Z E D P R O V I D E R F O R SUCCESS RATIO

  12. A N A U T H O R I Z E D P R O V I D E R F O R GLOBAL RECOGNITION FOR THE CFPCM CERTIFICATION PROGRAM • Australia • Austria • Brazil • Belgium • Canada • China • Chinese Taipei • France • Germany • Hong Kong • India • Netherlands • Indonesia • Ireland • Japan • Malaysia • New Zealand • Republic of Korea • Singapore • South Africa • Switzerland • United Kingdom • United States of America

  13. A N A U T H O R I Z E D P R O V I D E R F O R FINANCIAL PLANNING STANDARD BOARD (FPSB)

  14. A N A U T H O R I Z E D P R O V I D E R F O R CHARTER MEMBERS The following companies have resolved that they will give first preference to CFPCMCertificants in recruitment

  15. A N A U T H O R I Z E D P R O V I D E R F O R CFPCM CIRRICULUM Introduction to Financial Planning Investment Planning Module 4 Module 1 Risk Analysis & Insurance Planning Tax Planning & Estate Planning Module 5 Module 2 Retirement Planning & Employee Benefits Advanced Financial Planning Module 3 Module 6

  16. FLEXIBILITY OF STUDIES • Lectures are conducted only once a week for 3 hrs • Lectures are conducted across 5 centers all over Mumbai: • # Churchgate • # Dadar • # Borivali • # Thane • # Vashi • Weekend batch (Sat/Sun) & Weekday batch available • Methods to Pursue the CFPCM certification program ELIGIBILITY Any individual who has a HSC degree or equivalent can enroll for the CFPCM Certification Program *Working Professionals who have educational qualifications in addition to graduation and 3-5 years of work experience, can pursue CFPCM Certification through this fast track mode i.e. Challenge Status.

  17. FLEXIBILITY OF EXAMS • EXAMINATION AIM • Examinations are conducted to test the conceptual knowledge of an individual & its implementation. Hence an online, multiple choice format is followed with no negative marking for wrong answers. • EXAMINATION DATE • Exams are conducted everyday by the NSE, except on Sundays & Public holidays. • EXAMINATION PATTERN • A total of 5 examinations need to be given (Module 2-6) • No examination is conducted for Module 1 - Introduction to Financial Planning, however, 20% of all the questions in the exams would cover topics from this module. • Exams for Module 2-5 can be given in any order • The examination for Module 6 is conducted in a case study format * Working Professionals who have educational qualifications in addition to graduation and 3-5 years of work experience, can pursue CFPCM Certification through this fast track mode – Challenge Status (These candidates need to appear for only 1 Exam i.e. Module 6: Advanced Financial Planning.

  18. A N A U T H O R I Z E D P R O V I D E R F O R CFPCM CERTIFICATION WITH FPA Financial Planning Academy is an Education Initiative of SRE – Sykes & Ray Equities, An established broking company with 450 sub brokers all across the country • FPA IS THE No. # 1 AUTHORIZED EDUCATION PROVIDER • IN INDIA OF THE CFPCM PROGRAM • Trained over 1000 students & and an equal number of working professionals over the past 6 years • Corporate Trainers to ICICI Bank, Birla Sunlife, SBI Life • Training students from Standard Chartered, Edelweiss, Relaince Money, Deutsche Bank, HSBC, AnandRathi& many more. • Empanelled with Reliance Mutual Fund to train their Independent Financial Advisors

  19. A N A U T H O R I Z E D P R O V I D E R F O R CFPCM CERTIFIED FACULTY MEMBERS BY FINANCIAL PLANNING ACADEMY • EVERY FACULTY MEMBER OF FPA IS A WORKING CFPCM PROFESSIONAL • Thus enabling students to: • Bridge the gap between theoretical and practical aspects of finance • Develop strong conceptual knowledge & better implementation • Keep updated with the current trends & market scenario • Solve doubts/queries with the help of full time in-house faculty through unlimited help sessions

  20. A N A U T H O R I Z E D P R O V I D E R F O R TRAINING MATERIAL & SESSIONSBY FINANCIAL PLANNING ACADEMY • THE TRAINING MATERIAL OF FPA IS APPROVED & RECOMMENDED BY FPSBI • Training Material Includes: • Text Books & Work Books for all 6 Modules • Specifically designed study material for Challenge Status candidates • Workbooks & updated Exam Case Studies • Revision Kit

  21. A N A U T H O R I Z E D P R O V I D E R F O R ONLINE TRAINING PORTAL – i-LEARNBY FINANCIAL PLANNING ACADEMY • FPA PROVIDES AN ONLINE TRAINING PORTAL CALLED i-LEARN • i-Learn Includes: • Topic wise notes & online summary for all modules • Real time mock exams for all modules, with their solutions • Over 5000+ practice questions with their solutions • Complete online support & query solving

  22. A N A U T H O R I Z E D P R O V I D E R F O R INTERNSHIPS & PLACEMENTS BY FINANCIAL PLANNING ACADEMY • GUARANTEED INTERNSHIP PROGRAMS & COMPLETE PLACEMENT ASSISTANCE • is provided to all our students along with: • Soft Skills Training • Resume Making • Interview Etiquettes • LIST OF FEW LEADING FINANCIAL INSTITUTIONS HIRING CFP’S/AFP’s FROM FPA • SBI • Kotak • ICICI • HSBC • HDFC Bank • Karvy Wealth • AnandRathi • Reliance MF • Credit Expert • Vibrant Securities • Plant Rich • India Infoline • MS Ventures • Axis Bank • FPSBI • EdelCap • Edelwise • AIWM • Citrus Advisors • Bajaj Fin Serve • Ladder 7 • Financial Hospital • Network FP • Finapple Access • Apna Paisa • Religare Macquarie Private Wealth • FP Consultancy Firm • Birla Sun Life Insurance • Ffreedom Financial Planners • KiranSharestockers • TBNG Financial Consultants • ManishaBangera & Associates • Optimum Financial Technologi​es • Investment Yogi • i-Fast Financial India • Principal PNB AMC • Shreya Financial Planners

  23. A N A U T H O R I Z E D P R O V I D E R F O R IN THE MEDIA!!! http://www.hindustantimes.com/business-news/Features/Distributors-turning-into-financial-advisers/Article1-538937.aspx http://www.accessmylibrary.com/article-1G1-223897293/reliance-mf-pact-turn.html http://www.financialexpress.com/news/afp-members-to-give-priority-to-first-batch-of-cfp-certificants-in-recruitment/105676 http://richa-news.blogspot.in/2008/11/state-bank-of-india-is-looking-out-for.html http://www.investopedia.com/categories/buzzwords.asp#axzz2Mx3Lfd1r http://www.dnaindia.com/money/report_insurance-queries_1061124

  24. A N A U T H O R I Z E D P R O V I D E R F O R CONTACT US CHURCHGATE - HEAD OFFICE 1st floor Doulatram Mansion, Kitridge Road, Above Corporation Bank, Near Colaba Fire Brigade, Colaba, Churchgate, Mumbai - 05 Contact Numbers: (022) 22797 308 / 385 / 397 / 400 / 404 Mobile: 80825 66090, 98338 15080 BRANCHES DADAR: 3, Ground floor, Hindrajasthan building, Dada Saheb Phalke road, Dadar (E), Mumbai – 400014. Contact :- 99203 50340 BORIVALI: 1st floor, Dharmakshetra II, Shimpoli Road, Near Gokhale school & adjacent to Ambali Mata Mandir, Borivali (W), Mumbai – 400092. Contact :- 99203 32296  THANE: Ground Floor, Purnima Building, Opp. Thane Railway Station, Near Girnar Tea Shop, Thane (W), Thane:- 400 601 (Opp. the railway station) Contact :-  98210 33616  VASHI: B-371, First Floor, Vashi Plaza, Sector 17, Vashi, Navi Mumbai – 400705  Contact :- 96194 38492 www.FPA.edu.in | (022) 22 797 400 | fpa@FPA.edu.in

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