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CFPCM Certification Programme


Certified Financial PlannerCM Certification is a mark of excellence granted to individuals who meet the strict standards of education, examination, experience and ethics.It is a very prestigious and internationally accepted Financial Planning qualification, recognized and respected by the global financial community. FPSB India is the principal licensing body that awards CFPCM Certification in India through an agreement with FPSB Ltd, based in US. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFPCM Certificants and widely respected by consumers, professionals industry.

The course covers:

Module 1 : INTRODUCTION TO FINANCIAL PLANNING

  • This module would serve as an introduction to Financial Planning.
  • The module would cover the six-step process which includes Financial Planning process, client interactions, time value of money applications, personal financial statements, cash flow and debt management, asset acquisition, education planning, overview of risk management investment planning and retirement planning, special circumstances, plan integration, ethics, and business aspects of Financial Planning.

Module 2 : RISK ANALYSIS AND INSURANCE PLANNING

  • This module would cover the knowledge requirements relating to insurance and risk analysis for a CFPCM certification.
  • It introduces students to risk analysis and insurance decisions in personal Financial Planning.
  • Planning for clients' exposures to mortality, health, disability, property, liability, and long term care risk is emphasized.

Module 3 : RETIREMENT PLANNING AND EMPLOYEE BENEFITS

  • This module would cover the knowledge requirements relating to retirement planning and employee benefits for a CFPCM professional.
  • The emphasis is on the process of wealth creation and the retirement planning and strategies for clients.

Module 4 : INVESTMENT PLANNING

  • This module includes introduction to Investment Planning, Investment vehicles, Investment Strategies, Regulation of an Investment Advisor, Application to clients, etc.

Module 5 : TAXATION PLANNING AND ESTATE PLANNINGINVESTMENT PLANNING

  • This module would cover the knowledge requirements relating to tax planning and estate planning for a CFPCM professional.

Module 6 : ADVANCED FINANCIAL PLANNING

  • This module builds upon the foundation in Financial Planning and the knowledge requirements in Modules 2 to 5 to enable the CFPCM professional to construct a comprehensive Financial Plan for a client. Miscellaneous topics are also covered in this module.

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