certified financial planner certfication presentation final
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Ambition LearningSolutions
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
About Ambition Learning
Solutions
Pro-active institute which renders high-quality, relevant, and varied
financial courses disseminated by modern pedagogic tools
Provide Multidisciplinary Courses which are contemporary, industry
responsive and relevant to the current needs of the industry
Authorized education provider for CFPCM by Financial Planning Standard
Board, India
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A M B I T I O N L E A R N I N G S O L U T I O N S
What Is Financial
Planning?
Financial Planning is the process of
Identifying a persons financial goals & needs
Evaluating existing resources
Designing the financial strategies that help the person achieve
those goals
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A M B I T I O N L E A R N I N G S O L U T I O N S
Why do we need Financial Planning?
Dream car A beautiful house
Childrens marriage
Child education
Holidays and Tours Happy Retirement
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Do you know that By 2012 India to become trilliondollar wealth management market
By 2015 wealth management will be amongst one of the hottest careers..
To start with, SBI bank has hired 1,200 financial managers and has started training them. The
exercise to hire another 1,200 professionals has started. There will also be 5,000 financial
planners over the next two years or so.
According to reports Currently there is 80% shortage of Wealth Managers in the country.
For a wealth manager, the number of potential clients and the size of the wealth to be
managed both are expected to grow four times by 2012 says a report.
Most of the MNC banks like Deutsche Bank, HSBC, Citi Bank etc. have substantially shifted
their banking operations to Wealth Management and Investment Advisory services
Public Sector Banks like SBI, Bank of Baroda etc. have also entered in Wealth Management in
a big way
A M B I T I O N L E A R N I N G S O L U T I O N S
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A M B I T I O N L E A R N I N G S O L U T I O N S
Certified Financial Planner -
CFPCM
It is awarded by FPSB (Financial Planning Standard Board, USA) throughFPSB, India
International Recognition in 24 countries
Promoted by top 50 Financial Services companies in India.
(LIC, BIRLA, KOTAK, SBI, HSBC, AMERICAN EXPRESS,CITIBANK, DEUTSCHE BANK, FIDELITY, ICICI, HDFC, UTI,RELIANCE, STANDARD CHARTERED, RELIGARE, BARCLAYS,
TATA) to name a few
It is the highest credential offered in Financial Planning
CFPCM is rated Gold Standard by Wall Street Journal
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A M B I T I O N L E A R N I N G S O L U T I O N S
International Recognition in
24 Countries
Australia France Malasiya South Africa Singapore
Austria Germany Japan Switzerland India
BrazilHong Kong New Zealand Thailand Chiese Taipei
Canada Indonesia Netherland United Kingdom
China Ireland Republic of Korea USA
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Columbia
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Where is your client today
When to Retire ?
Help me buy a
Car
How much to save for
daughters marriage?
Forgot to pay
insurance
premium!!!No idea how to
claim for
hospitalization
Forgot to file
Tax
I should have had a
Power of AttorneyIs my loan too
expensive???
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Where he wants to be
Im debt free!!!
I know when to
Retire
Thanks for the
car suggestion. It
helped
Im on track to save for
daughters marriage?
Thanks for the
premium
reminder
Claiming for
hospital cost was
effortless!!
I avoided Income
Tax penalty
The Power of
Attorney really
helped
I saved by
prepaying my
personal loan
A M B I T I O N L E A R N I N G S O L U T I O N S
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Health
Wealth
Life
A M B I T I O N L E A R N I N G S O L U T I O N S
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Health Pillar
Sickness DoctorDiagnostic
CenterChemist Medicine
A M B I T I O N L E A R N I N G S O L U T I O N S
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Healt
h
Wealt
h
Life
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C u s t o m e r ? Agent DistributorFund
House/InsuranceCompany
Where is the Financial
Doctor?
Anybody who is providing Financial Advice for free
is actually not providing Financial Advice
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The Life Cycle Financial
decide your GOALS
Age
Income
33 yrs Over 55 yrs
22 yrs 55 yrs
Birth & Education Earning Years Retirement
Phase I Phase II Phase III
Marriage
Child birth
Childs Education
Childs Marriage
Housing
22 yrs
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T T
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Will, Power of Attorney, Family Trust
Early, Late Retirement
Emergency Planning
Life, Health, Asset
Education, Marriage, Wealth
Comprehensive Financial Plan
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How to reach there?
Tax expertChartered
AccountantLawyer
Life InsuranceAgent GeneralInsurance Agent Mutual FundDistributor
PARA DECISION
MAKERCOUNSELOR
PERSONAL
SECRETARYI WILL HIRE EACH OF THESE OR
A CERTIFIED FINANCIAL PLANNER
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The Current Financial Services Industry
Manufacturers
Life Insurance
General InsuranceEquity Broking
Mutual Funds
CA
Investment Banking
Commodities
Distribution
Houses
Advisors
CLIENTS
Banks/ NBFCs
Motilal Oswal
Edelweiss
Reliance Money
Independent
Advisors (Insurance
Agents, MFDistributors)
Salaried Advisors
(RMs)
Currently, the loyalty of the distributor
lies with the manufacturer as they are
compensated by them.
CFPCM reverses the current flow by
representing the client to the manufacturers as
he gets compensated by the client
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A M B I T I O N L E A R N I N G S O L U T I O N S
Financial Planning Standard
Board India
FPSB India is a ProfessionalMembership & Certificationorganization
It represents commitment to the
emergence of Financial Planning as arespected profession in India
FPSB India offers the highest FinancialPlanning credential called the CertifiedFinancial PlannerCM (CFPCM)
FPSB India is an affiliate of FPSB USA
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Financial Planning Process
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Career Prospectus for CFPcm
CertificantsONE CERTIFICATE MULTIPLE CAREER OPTIONS Banking
Investment Advisory services
Life and General Insurance
Mutual Funds
Stock and Security Brokers
Tax Consultancy
Fund Managers / Portfolio Managers
Provides much wanted Credibility &Competency as a Financial Planning Practitioner.
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Eligibility
Minimum criteria to be a CFPCM is
Any student who has cleared his 12th standard from any field is eligible to
pursue this course and will also be hired by corporate.
Minimum criteria for CFPCM membership with FPSB:
Graduate + 3 year's exp in financial services
10th or 12th pass + 6 years of exp. in financial services
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A M B I T I O N L E A R N I N G S O L U T I O N S
Huge Demand Supply gap for CFP cm
Professionals in India India has 2,000+ CFP Certificants for a population of 1200 million
Versus
58,830 CFP Certificants in US (250 million Population)
17,230 CFP Certificants in Canada (60 million population)
15,802 in Japan (120 million population)
Against other Financial Services Intermediaries in India
20 Lakh+ Life Insurance Agents
50,000+ Mutual Fund Advisors
25,000 + Bank Branches , 5,000+ Insurance Services Branches and
10000+ Brokerages Service Branches
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A M B I T I O N L E A R N I N G S O L U T I O N S
Classroom Training
Distance Learning Mode
Challenge Status
three Pathways for CfpCM
Certification
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A M B I T I O N L E A R N I N G S O L U T I O N S
Classroom Training
Support Mechanism:
Total 150 hours of Classroom Training
Exhaustive Study Material
Question Bank for practice
Online Mock tests per module
Expert faculty (CFPs and the experts of respective fields)
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A M B I T I O N L E A R N I N G S O L U T I O N S
Distance Learning
If time and distance is a constrain than you can also optfor, DISTANCE LEARNING MODE
Support Mechanism:
Exhaustive Study Material
Online Doubt Solving Support through mail
Online Mock Test Practice
Question Bank for Practice
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A M B I T I O N L E A R N I N G S O L U T I O N S
Challenge Status
Eligibility Criteria:Only candidates who are Graduates from a Recognized University and having
the following additional Educational Qualifications or equivalent with
minimum THREE years experience would be eligible under the Challenge
Status Program:
CA / ICWA / CS
CAIIB
CFA (USA)
PhD./ M.Phil in Economics, Econometrics, Statistics etc.
LLB or equivalent
Civil service exams by UPSC etc.
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Challenge Status
Support Mechanism:
50 hours of comprehensive program
Exhaustive Study Material and Case Studies with Latest
Updates
Expert Faculties
Comprehensive Training On Excel Usage
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A M B I T I O N L E A R N I N G S O L U T I O N S
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Introduction to Financial Planning
Risk Analysis & Insurance Planning
Retirement Planning & Employee Benefits
Investment Planning
Tax & Estate Planning
Advance Financial Planning
Modules to be studied
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Introduction to Financial Planning
(Module I) The Six step Financial Planning Process.
Client Interactions
Time Value of Money
Cash Flow and Debt management
Ethics
Business aspect of Financial Planning
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Risk Analysis & Insurance Planning
(Module II) Risk management process
Selecting the right risk management technique
Various Insurance Policies and Strategies
Insurance of Business Risk
Regulation of Insurance IRDA
Insurance Pricing
Insurance Companies
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Retirement Planning & Employee
Benefits (Module III)
Retirement need analysis
Development of retirement plans
Various retirement schemes such as:
Employees Provident Fund
Public Provident Fund
Gratuity
Other Pension Plans
Post-retirement counseling
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Investment Planning
(Module IV) Risk Return Analysis
Capital Markets
Mutual Funds
Derivatives
Asset Allocation
Investment strategies
Portfolio construction andmanagement
Regulation of an InvestmentAdvisor
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Tax and Estate Planning
(Module V)
Income-tax computation for Individuals and Companies
Trusts and other bodies
Tax on Capital Gains and Indexation
House Property
Deductions and Allowances Deductions and Allowances
Wills
Trusts
Indian Succession Act
Power of Attorney
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A M B I T I O N L E A R N I N G S O L U T I O N S
http://images.google.co.in/imgres?imgurl=http://ezperdiem.com/images/lift-heavy-tax-burden.jpg&imgrefurl=http://ezperdiem.com/articles/4-great-flight-crew-tax-tips-for-the-offseason/&usg=__e8Jia5HDIWlUvlwmiRvnGnBYvu0=&h=346&w=347&sz=12&hl=en&start=13&itbs=1&tbnid=LnJTR7bYnN1WMM:&tbnh=120&tbnw=120&prev=/images?q=tax+burden&hl=en&safe=active&gbv=2&tbs=isch:1 -
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Integration of Concepts learnt in
earlier modules
Based on the facts in the case
study, the financial plans to be
prepared
This module helps preparing a
blueprint for clients financial future
Advance Financial Planning
(Module VI)
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Associate Financial Planner
AFp
On Successfully completion of any one of following modules,
applicant is qualified as AFP
Risk Management & Insurance Planning
Retirement Planning and Employee Benefits
Investment Planning
Tax & Estate Planning
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Exam Pattern
Exams are conducted by FPSB and facilitated by NCFM across 71
centers in country
Exams will be online objective type questions
Ideally the coursecan be completed within 68 months
The maximum duration within which one can complete the course
is 7 years
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General Paper Pattern
No. of
Questions
Marks Total Marks
40 1 40
20 2 40
15 4 60
75 140
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Fees Structure
ClAssroom trAInInG
Fee for Classroom
Training (A)FPSB Registration
Fees (B)Examination Fees to FPSB
(C)
Rs. 30,000/-
(Plus Service Tax)
Rs. 10,000/-
(Validity one year).
Rs. 2000/- for Module no. 2 to 5
Rs. 5000/- for Module no. 6
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Fee Structure
DIstAnCE lEArnInG
DistanceLearning (A)
FPSB RegistrationFees (B) Examination Fees to FPSB(C)
Rs. 12000/-
(Plus Service Tax)
Rs. 10,000/-
(Validity one year).
Rs. 2000/- for Module no. 2 to 5
Rs. 5000/- for Module no. 6
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Fee Structure
CHAllEnGE stAtus
Challenge Status
(A)
FPSB Registration
Fees (B)
Examination Fees to FPSB
(C)
Rs. 15000/-
( Plus ServiceTax)
Rs. 15,000/-
(Validity one year).
For Charter Members
Rs. 2000/-
Rs. 5000/- for Module no. 6
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Press Coverage
41
Financial Express April 14, 2010
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Thank You
Ambition Learning Solutions53, Ashawadi, S.V. Road, Opp. Shoppers Stop, Behind Yashwant Nagar, Andheri West,
Mumbai 400058.
Email: [email protected]
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mailto:[email protected]://www.ambitionlearning.com/mailto:[email protected]