plan your financial career with our guidance · 2019-07-10 · analyse client objectives, needs...
TRANSCRIPT
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Plan Your Financial CareerWith Our Guidance
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INDEX
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Awards and Accolades
ECONS Education Summit And Awards
April 2016
Best Placement Institute in Banking
March 2017
Indian Education Institute
March 2016
Best Learning & Development Program
June 2016
Best Educational Institute
May 2016
Best Placement Institute
March 2017
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CMDemand for CFP Professionals
• Banking
• Wealth Management Companies
• Stock Broking Firms
• Investment Advisory Services
• Financial Planning Services
• Life and General Insurance
• Accounting and LawFirms
• Asset Management Companies
• Credit Counseling Organisations
UNLOCKTHE GREAT
CAREER OPPORTUNITY
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Job Opportunities and Pay Scale
Levels
Entry Upto INR 3Lacs
Sales Managers, Relationship
Managers, Wealth Managers,
Financial Planners / Advisors,
Investment / Insurance
Advisors
INR 4 to 8 Lacs
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Charter Members of FPSB India
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Pathway Regular Challenge Status
Education A candidate must be a CA /
Intermediate level, CFA
(US), ICWA, CAIIB, CS, LLB,
Ph.D, M.Phil, PG, Licentiate
/ Associate / Fellowship
of Life Insurance, Actuary,
FFSI & FLMI from LOMA,
Civil Service Examinations
by UPSC
Examination Advanced Financial Planning Exam 5
Experience CMEither pre or post CFP examination (3
years for graduates & 5 years for non-
graduates)
Ethics Signed Declaration for adherence to FPSB India’s Code of Ethics & Rules of
Professional Conduct
CMCandidate is authorised by FPSB India to use CFP i.e. CERTIFIED CMFINANCIAL PLANNER ,
* All examinations are facilitated by NSE and conducted online on NCFM platform on NSE’s
examination centres and other NSE networked sites throughout India.
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Establishing Client Planner Relationship
Analyse Client Objectives, Needs & Financial Situation
Developing the Financial Plan
Implementing the Financial Plan
Monitoring the Financial Pla
Advanced Financial Planning6
•Risk Return Analysis
•Mutual Funds
•Derivatives
•Asset Allocation
•Investment Strategies
•Portfolio Construction & Management
•Regulation of an Investment Advisor
Investment Planning4
Tax Planning:
• Income Tax Computation
• Capital Gain & Indexation
• House Property
• Deductions & Allowances
• Non Resident Indian Tax Laws
• Tax Management Techniques
Estate Planning:
• Wills, Trust, Indian Succession Act
• Power of Attorney
• Joint Ownership of Property
Tax and Estate Planning5
• 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
• Retirement Planning
• Special Circumstances
• Plan Integration
• Ethics and Business Aspects of Financial Planning
Introduction to Financial Planning1
• Risk Management and Insurance
• Decisions in Personal Financial Planning
• Identifying Client’s Exposures to Morality, Health,
• Disability, Property, Liability and
• Long Term Care Risk is Emphasized
• Selecting the Appropriate
• Risk Management Technique
• Insurance Pricing
• Various Insurance Policies & Strategies:
General Insurance•
Life Insurance•
Motor Insurance•
Medical Insurance•
Insurance of Business Risk Regulation of•
Insurance Industry
Risk Analysis and Insurance Planning2
• Retirement Need Analysis Techniques
• Development of Retirement Plans
• Various Retirement Schemes such as:
Employees Provident Fund (EPF)•
Public Provident Fund (PPF)•
Super Annuation Fund•
Gratuity•
Other Pension Plans, Post-retirement •
Counseling
3
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Our Program OfferingRegular Pathway
• 175+ Hours of Core Practical Learning
• 24X7 Live online LMS for doubt solving with a validity of 3 Years
• Exhaustive Online Courseware
• Case Studies with Mock Tests
• Online Mock Tests
• Flexibility to attend missed classes based on class schedule
Duration: 3 to 6 months
Challenge Status Pathway
• Study Material: Orientation Book, Concept Book, Case Study Book
• 30+ Hours of Core Practical Learning based on Case Studies
• Doubt solving / Faculty Interactions
Duration : 2 Months
Add-Ons for Both Pathways
• Advanced Excel from Financial Planning Perspective
• Financial Plan construction training by an Industry Expert
• Guest Lectures by industry Experts
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WHY CHOOSE BANKEDGE?
■ The Best in class curriculam
Experience Faculty Members■
Practical exposure to Financial Planning Industry■
with the help of empaneled Financial Experts
24X7 LMS Support with validity of 3 Years■
THE KEY DIFFERENTIATORS
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