Cfp Brochure

The CFPcm CERTIFICATION Examination: 5 exams based on the 6 modules, with the sixth module involving financial plan construction having the highest weightage. Being a self-study programme, examinations are conducted by monthly. 6 modules can be completed in minimum 8 months (if 2 modules are taken up together) and maximum of 7 years; will be conducted online for Module II to V by NSE at Delhi, Chennai, Ahmedabad, Kolkata, Mumbai, Hyderabad and Bangalore; online examinations in total of 2 hours each; weighted average score and more emphasis on financial planning. Associate Finance Planner AFP is the junior designation for CFPcm certificants, as soon as a student clears any one module along with the first module i.e. Introduction to financial planning, the student will be designated by the junior designation in the related planning. For eg. If a student clear 2nd module (Risk Management & Insurance Planning) with 1st module he will be called an Associate Finance Planner in Risk Management & Financial Planning.

BENEFITS OF RNIS •

RNIS group is operating at 75 locations all over the country.

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CFP counseling and other administrative and admission support is available in all centers.

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Seasoned faculty from the financial services industry, as well as from the academics for providing top quality classroom support and problem session are available across our 75 centers. Terms & conditions apply.

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Subject matter expert for the online education mode have been appointed, who promptly answer the online queries. (Via emails)

PROGRAM DETAILS MODULE: I Introduction to Financial Planning (Examination Exempted)

COURSE DESCRIPTION: 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: II Risk Management and Insurance Planning

COURSE DESCRIPTION: This module would cover the knowledge requirements relating to insurance and risk management for a CFP certification. It introduces students to risk management 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: III Retirement Planning and Employee Benefits

COURSE DESCRIPTION: This module would cover the knowledge requirements relating to retirement planning and employee benefits for a CFP professional. The emphasis is on the process of wealth creation and the retirement planning and strategies for clients. MODULE: IV Investment Planning

COURSE DESCRIPTION: This module includes introduction to Investment Planning, Investment vehicles, investment strategies, Regulation of an investment advisor, Application to clients, etc. MODULE: V Tax & Estate Planning

COURSE DESCRIPTION: This module would cover the knowledge requirements relating to tax planning and estate planning for a CFP professional.

MODULE: VI Advanced Financial Planning

COURSE DESCRIPTION: This module builds upon the foundations in financial planning and the knowledge requirements in Modules 2 to 5 to enable the CFP professional to construct a comprehensive financial plan for a client. Miscellaneous topics are also covered in this module.

FEE SCHEDULE:(1) Certified Financial Planner (6 Modules) Registration Balance Fee Rs. Payment Rs Lump Sum 31,000 Modulewise 15,000 4,400 X 4 Monthly 8000 3250 X 8 Instalments Monthly PDCs

(2) Associate Financial Planner (2 Modules) Registration Balance Fee Rs. Payment Rs. 15,000 6200 3,130 X 3 Monthly PDCs

Financial Planning Standards Board, India Joining Fee Examination (Rs) Fee (Rs) 5000/Inclusive of Student Membership & Administratio n fee (Validity - 3 years)

1,000/(Module 1 to 4) 5,000/(Module 5)