Programmes & Products

Ceritified Financial PlannerCM Send Inquiry | Register

Classroom Session
Duration : 140 hrs (8 months)
For whom : All those who aspire for a brilliant career in financial sector, which include AMC employees, bank employees, insurance employees, corporate employees, associates and advisors, indirect employees, professionals including CAs, CFAs, Tax Consultants and students.
Objective : To help the participants get a clear idea to develop themselves as Certified Financial PlannersCM, competent enough to enhance their skills in order to achieve their client's financial goals, by making them Certified Financial PlannersCM, with in a specified time.
Course Content :
  1. Introduction to Financial Planning
  2. Risk Analysis and Insurance Planning
  3. Retirement Planning and Employee Benefit
  4. Investment Planning
  5. Tax Planning and Estate Planning
  6. Advanced Financial Planning
Core Objective/Focus Areas : To help the participants to clear the examination with practical aspects of Financial Planning.

Distance Learning Programme
Duration : One year
For whom : All those aspiring for a brilliant career in financial sector but are unable to attend our Classroom Session owing to the complexity of one's current work/studies, which include AMC employees, bank employees, insurance employees, corporate employees, associates and advisors, indirect employees, professionals including CAs, CFAs, Tax Consultants and Students.
Objective : To help the participants get a clear idea to develop themselves as Certified Financial PlannersCM, competent enough to enhance their skills in order to achieve their client's financial goals, by making them Certified Financial PlannersCM, within a specified time.
Course Content :
  1. Introduction to Financial Planning
  2. Risk Analysis and Insurance Planning
  3. Retirement Planning and Employee Benefit
  4. Investment Planning
  5. Tax Planning and Estate Planning
  6. Advanced Financial Planning
Core Objective/Focus Areas : To help the participants to clear the examination with practical aspects of Financial Planning.