Certified Financial Planning Certification

CFP or Certified Financial Planer Certification programmes in India are offered mainly by Financial Planning Standards Board India. It is a public-private enterprise and a Professinal Standards Setting body that guides the development and promotion of standards for Financial Planning professionals. FPSB India is the principal licensing body that certifies the CFPCM / AFP Education program in India. It closely works with all the stakeholders viz. the Government, the Regulators, the Industries/Associations, the Corporate, the Media and the General Public to achieve its objectives.

Any one aspiring to become CFPCM /AFP has to register himself with any of the FPSB India's approved Education Providers. However, certain candidates having specified qualifications and work experience have an option of applying through Challenge Status wherein they can challenge the CFPCM Certification Education Programme subject to conditions.

The financial planning movement is sweeping the nation. Be a part of it and watch your career and business progress like never before. FPSB is establishing a pool of collective wisdom among the financial services professionals. Charter members (all the leading companies in financial services sector) of FPSB India have resolved that they will give first preference to CFP certificants in recruitment.

The Certified Financial Planner certification is a mark of excellence granted to individuals who meet stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted financial planning qualification recognized and respected by global financial community. The CFP certificants wins trust and presents opportunities worldwide.

Spectramind is a leading approved education provider of Financial Planning Standards Board India (FPSB) to impart education for Certified Financial Planner (CFP) certification program. Spectramind offers Advanced Diploma in Financial Planning (ADFP) leading to financial planning's highest global standard - the Certified Financial Planner (CFP) designation.

Certified Financial Planning program is an intensive six-part educational program that covers the required topics tested by the CFP Board on the CFP® Certification Examination.
spectramind offers five consecutive four-day sessions every six weeks.Sessions begin Thursday and end on Sunday. Testing is performed daily, and group study assignments are given in the evenings. The sixth class is a five-day comprehensive review of all topics just prior to the exam. Spectraminds CFP is designed to take a comprehensive and focused approach to the subject of financial planning so that you can gain the knowledge you need to pass the exam and to succeed in practice.

Topics covered :

  • Introduction to Financial Planning
  • Risk Management & Insurance Planning
  • Retirement Planning & Employee Benefits
  • Investment Planning
  • Tax & Estate Planning
  • Advanced Financial Planning - I
  • Advanced Financial Planning - II (Application Software & Advanced Applications)
  • Personal Financial Planning
  • Financial Services Environment
  • Wealth Management
  • Insurance Planning
  • Retirement Planning
  • Employee Benefits
  • Tax Planning
  • Estate Planning

Eligibility

The candidate must have 10+2. However, CFPCM certification is only awarded on completion of graduation from a recognized college/ university (in any discipline). Work Experience is not mandatory to register as a student member.

For a candidate to become a CFPCM certificant, he needs to complete the education program within seven years. To become certified, a student member has to meet the following four initial certification requirements (known as 4 E's).

Examination

The CFPCM Examinations are conducted six times a year. The examination are held online (except for module 6) at designated centers only.

The students are required to study all 6 modules, but have to appear for just 5 examinations. While no independent examination is held for the 'Introduction to Financial Planning' module, 20% weightage is given to it in the examinations of subsequent 4 modules.

The candidate can appear for two fresh modules simultaneously, there is no restriction on the number when they are appearing for re-examination.

The education requirements for certification program can be completed in minimum of 7 months..

Experience

Candidates must demonstrate three years of relevant work experience in the financial services industry. The experience requirement centers on the work that involve financial planning.

Target Audience

CFPCM certification is suitable for Students (Graduates/ Pursuing Graduation), Financial Services Company Employees working in sectors as Banking, Insurance, Mutual Fund, Investment advisory services, Stock Broking and others who want to acquire the knowledge and skills required to become a professionally trained and qualified Financial Planner.


Registration Details

Course Fee:
Single Nomination:
285$

India Course Dates, Venue & Timings:

Sl.No. State City Batch1-Date Batch1-Date Batch2-Date Batch2-Date Batch3-Date Batch3-Date Batch4-Date Batch4-Date Venue Contact
1 Telangana Hyderabad 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 SPECTRAMIND , Flat 617, 6th Floor ,Annapurna block, Aditya enclave, Ameerpet, Hyderabad-500016 Jason
2 Karnataka Bangalore 5-Sept’15 6-Sept’15 3-Oct’15 4-Oct’15 7-Nov’15 8-Nov’15 5-Dec’15 6-Dec’15 SPECTRAMIND,DBS center , Cunningham road , Bangalore Namratha
3 Tamilnadu Chennai 12-Sept’15 13-Sept’15 10-Oct’15 11-Oct’15 14-Nov’15 15-Nov’15 12-Dec’15 13-Dec’15 SPECTRAMIND,CHENNAI, CitiCentre , Level 6, 10/11 Dr.Radhakrishna Salai,Chennai,Tamil Nadu,600 004,India Mr.yogadasan
4 Maharashtra Mumbai 19-Sept’15 20-Sept’15 17-Oct’15 18-Oct’15 21-Nov’15 22-Nov’15 19-Dec’15 20-Dec’15 SPECTRAMIND,DBS Heritage,Prescot Road,Opp. Cathedral Sr. School,Fort, Mumbai 400001. DBS Heritage (From Airport instruct the car / cab driver to drive to Fort, FashionStreet. It’s near Siddharth College, Budha Bhavan. Also there are schools like J. P. Pettit School & Cathedral Sr. School Mr.Vasudev
5 Maharashtra Pune 29-Sept’15 30-Sept’15 30-Oct’15 31-Oct’15 29-Nov’15 30-Nov’15 30-Dec’15 31-Dec’15 SPECTRAMIND,Panchasheel tech park,Yerwada, Pune Mr.Manish
6 Delhi Delhi 5-Sept’15 6-Sept’15 24-Oct’15 25-Oct’15 28-Nov’15 29-Nov’15 26-Dec’15 27-Dec’15 SPECTRAMIND,Paharpur Business Centre, 21, Nehru Place Greens, New Delhi - 110019 Rama Gopal :
7 Haryana Gurgaon 5-Sept’15 6-Sept’15 24-Oct’15 25-Oct’15 28-Nov’15 29-Nov’15 26-Dec’15 27-Dec’15 Gurgaon - SpectraMind, Level 9, Spaze i-Tech Park, A1 Tower, Sector - 49, Sohna Road, Gurgaon, 122018 Rama Gopal :
8 UP Noida 5-Sept’15 6-Sept’15 24-Oct’15 25-Oct’15 28-Nov’15 29-Nov’15 26-Dec’15 27-Dec’15 Noida - SpectraMind, Tapasya Corp Heights, Ground Floor, Sector 126, Uttar Pradesh, Noida Rama Gopal :
9 Haryana Chandigarh 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Chandigarh - SpectraMind, Level 4, Tower-A, Godrej Eternia, plot number 70, Industrial Area 1, Haryana, Chandigarh Kavita
10 Westbengal Kolkata 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 SpectraMind , The Legacy, 1st Floor, 25-A, Shakespeare Sarani, Kolkata, 700017 Mr.Hamid :
11 Andhra Pradesh Vizac/ Vishakhapatnam 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Vizac- SpectraMind , Naga Chambers, Level 3 & 4, D/No. 12-1-16 Plot No. 49, Survey No 1051, Opposite HDFC bank, Waltair Main Road, Visakhapatanam, 530002 Vijay -94400 89341
12 Andhra Pradesh Vijayawada 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Vijayawada- SpectraMind , DBS center Vijay -94400 89341
13 Bihar Patna 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 DBS Center, Patna Jason
14 Chhattisgarh Raipur 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 DBS center ,Raipur Jason
15 Gujarat Ahmedabad 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov15 2-Nov’15 1-Dec’15 2-Dec’15 Ahmedabad - SpectraMind, 101 – 104, GCP Business Centre, Opp. Memnagar Fire Station, Vijay Cross Road, Memnagar, Ahmedabad, 380014 Mr.Alok
16 Karnataka Mysore 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov15 2-Nov’15 1-Dec’15 2-Dec’15 DBS center , Mysore Namratha
17 Karnataka Hubli 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-ov’15 1-Dec’15 2-Dec’15 DBS center , Hubli Namratha
18 Kerala Cochin 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-ov’15 1-Dec’15 2-Dec’15 SPECTRAMIND,ThomasMount ,ICTA Building,Changampuzha Nagar P.O.,Cochin- 682033 Mr.Manoj: 9995881093
19 Kerala Trivandrum 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov15 2-Nov’15 1-Dec’15 2-Dec’15 Hotel Classic Avenue, Thampanoor, Trivandrum, Kerala. Mr.Manoj
20 Madhya Pradesh Indore 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Indore – SpectraMind , DNR 90, Unit Nos. 301, 3rd floor, 569/3, MG Road, Indore, 452003 Arun :9755598333
21 Orissa Bhubaneshwar 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Vani Vihar, Bhubaneshwar Mr. Satya Deep : 95811 98770
22 Rajasthan Jaipur 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 DBS center,Jaipur Mr.Manish
23 Tamilnadu Coimbatore 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Coimbatore , SpectraMind ‘Srivari Srimath”, 3rd floor, Door No.1045,Avinashi Road, Coimbatore, 641 018 Mr.Balaji
24 Uttar Pradesh Lucknow 1-Sept’15 2-Sept’15 1-Oct’15 2-Oct’15 1-Nov’15 2-Nov’15 1-Dec’15 2-Dec’15 Lucknow – SpectraMind , 4th Floor, Halwasiya Court, Hazratganj, Uttar Pradesh, Lucknow, 226001 Mr.Sandeep

Contact Details:

Mr. Vijay Bhaskar Reddy

Mobile: 0 94400 89341

Phone: 040-6456 8797

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