Cfp Brochure

Become a

Certified Financial Planner Professional

For registration & further details, contact: Ms. Deepa / Mr. Mukherjee Tel: 65135002 / 65134300 Telefax: 27814772 [email protected] / [email protected] www.itm.ac.in/ifm

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“ The latest breed of professionals in the Financial Service Industry”

ITM Institute of Financial Markets

Approved Education Provider of

ITM Institute of Financial Markets

7th Floor, ‘B’ wing, BSEL Tech Park, Opp. Vashi Station, Navi Mumbai - 400 705

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CFP CM , Certified Financial Planner CM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP marks in India, through agreement with FPSB.

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Financial Planning is becoming a viable and lucrative career option today. It has its foundation in the study and analysis of today’s markets, financial products and other related sectors of the business world. Financial Planners are the latest breed of professionals worldwide, who, through their own entrepreneurial practices or while working with Banks, Investment Advisory companies

AFP / CFP Certification program CM

ITM Institute of Financial Markets

The Pioneering Professional Finance Institution with India’s first live Trading Room established with help of NSE, NSEiT, Reuters, Spider Software etc. Since 2003 over 200 Finance professionals have graduated with 100% placement record.

A program with an internationally accepted certification, designed for students, working executives & professionals interested in making a career in financial planning. Financial planning covers a wide range of important financial considerations including setting financial goals, savings and investments, managing debt, budgeting, tax planning, guarding against risks, estate planning etc. – issues that are central to financial well being.

Benefits of the program Expertise in retirement, insurance, investment, tax & estate planning. An internationally recognized and accepted designation in financial planning. Promoted in India by 48 financial services institutions from banking, distribution, mutual fund, insurance, equity broking and Financial planning firms.

prepare financial plans for their clients and help them achieve their financial goals.

“Understanding productive assets, risk-return profile, assessing client’s needs and coaching clients to move their wealth to such productive assets are the various challenges that the CFP certification prepares us for !” Shailesh V Haribhakti (Chairman, FPSB India)

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ITM - IFM has tied up with the Financial Planning Standards Board (FPSB) for promoting financial planning through the CFP certification program. ITM-IFM is an approved education provider of FPSB, which is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so that they may benefit and protect the global community by establishing, upholding and promoting worldwide professional standards in personal financial planning. FPSB’s commitment to excellence is represented by the marks of professional distinction – CFP, CERTIFIED FINANCIAL PLANNER.

The program includes

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The CFP examinations are designed to assess your ability to apply Financial Planning knowledge to real-life Financial Planning situations. By passing all the CFP examinations, you will be at the appropriate level of competency required to practice Financial Planning. CM

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Introduction to Financial Planning (Compulsory Module) Module 1 Risk Management and Insurance Planning Module 2 Retirement Planning and employee benefits Module 3 Investment Planning Module 4 Tax Planning and Estate Planning Module 5 Advanced Financial Planning The option is available to pursue the entire certification course or module wise

Eligibility CM

AFP / CFP Certification Graduates from a recognized university and even non- graduates with minimum 10th standard qualification.* CM

CFP Certification through Challenge Status pathway Graduates from a recognized university with relevant professional qualification or PhD/M.Phil/ Post Graduate degree.* *conditions apply in regard to experience.

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