Certified Financial Planner (CFPCM)
Benefit to participants
This program will help IFAs offer a holistic financial planning practice to their clients.
Suitability
  • Serious, committed IFAs/RIAs/Wealth Managers
  • Financial institution employees
  • Anyone wanting to make a career in personal finance
  • Duration
    All Saturdays or Sundays over 6 months
    OUTLINE
  • Introduction to Financial Planning
  • Risk Analysis & Insurance Planning
  • Retirement Planning & Employee Benefits
  • Investment Planning
  • Tax & Estate Planning
  • Advanced Finance Planning
  • TANGIBLES
  • Books
  • Financial calculators
  • Recorded videos
  • Mock tests
  • Templates of financial plans