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Overview

CERTIFIED FINANCIAL PLANNERCM Certification course (CFPCM) is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. In this era of super specialization, the Professional Certification – CFPCM Certification, gears career aspirants and existing financial intermediaries for giving comprehensive financial advisory services to individuals and make a satisfying career in the financial services industry. CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 1,62,000 CFPCM Certificates and widely respected by consumers, professionals & industry. The CFPCM Certification wins trust and presents opportunities worldwide.

With an aim to let students get prepared for this prestigious course iirwm was launched and since then it has served numerous students to get this CFPCM certification.

The financial planning courses that the college came-up with are meant to meet the growing need of the industry and our attempt is to make professionals competent enough so that they start working right from their first day.

CFPCM MARKS ONLINE USE GUIDE >>

Why (CFPCM) ?

INTERNATIONAL RECOGNITION

  • CFPCM is the world’s most prestigious Certification for those wanting to make a career in the field of Finance.
  • Once you are a CFPCM in India, you can practice as a CFPCM in 26 countries across the globe.
  • A CFPCM is recognized as a leader in the field of Financial Planning across the globe.

INDUSTRY DEMAND

  • 50 companies which include top Bankers, Brokers, MF companies, Insurance Companies (Reliance, TATA, LIC, UTI, ICICI, etc) have signed a petition with the FPSBI board saying that they will be giving 1st preference to CFPCM certificants when it comes to recruitments.
  • Organizations are making it mandatory for their relationship managers, mutual fund advisors, wealth managers, to take up the CFPCM Certification Program.
  • Over 3,00,000 CFPCM are required on an immediate basis.

SCOPE/OPPORTUNITIES

Pursuing CFPCM can widen the scope of an individual and open opportunities across various sectors and provide multiple career opportunities.

  • Banking
  • Insurance
  • Financial Planning
  • Accounting & Tax
  • Wealth Management
  • Investment Advisory Services
  • Mutual Funds
  • Stock Broking
  • Portfolio Management Services
  • Various other Financial Services

A CFPCM professional can also free lance & manage finances for his/her friends, relatives or clients, thus generating an additional earnings stream in the form of commissions, brokerage, incentives, advisory etc.

CFPCM Accreditation By NISM

CERTIFIED FINANCIAL PLANNINGCM (CFPCM) Certification awarded by Financial Planning Standards Board India ( FPSB india) has been accredited by NISM for a period of 2 years with effect from June 20,2015, under Regulation 7(2) of Securities and Exchange Board of India(Investment Advisers) Regulations,2013.

CFPCM Certification Education Program Syllabus

Module I – Introduction to Financial Planning

Module III – Retirement Planning & Employees Benefits

Module V – Tax Planning & Estate Planning

Module II –Risk Analysis & Insurance Planning

Module IV – Investment Planning

Module VI – Advanced Financial Planning

Financial Planning Standards Board India CHARTER MEMBERS

Benefits of becoming a CERTIFIED FINANCIAL PLANNERCM Professional

CII UK

  • Enhanced career and employment opportunities with Financial Services companies. Your Services are sought by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms.
  • Personal satisfaction of achieving the Financial Planning profession’s highest standard and met the global benchmark.
  • Satisfied clients who appreciate the comprehensive approach to Financial Planning and extend long term relationship and referrals.
  • Your expertise and credibility as a qualified professional is instantly communicated.
  • More revenue streams by increasing your product and service offering to your clients.
  • Enhanced Social Status by joining the league of professionals.
  • Recognition in more than 26 countries across the world.
  • Your credentials demonstrate trust among the financial consumers.
  • You have met the global benchmark for competency, ethics & professional practice standards to provide comprehensive Financial Planning services.
  • You join the global league of the best Financial Planning professionals.

Global CFPCM Certification Growth

Join The Global Financial Planning Community

CERTIFIED FINANCIAL PLANNINGCM Certification is a mark of excellence granted to individuals who meet stringent standards of education, examination, experience and ethics. It is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community. The CFPCM certification wins trust and presents opportunities worldwise

CFPCM Certification is recognized in the following 26 countries

  • Australia
  • Austria
  • Brazil
  • Canada
  • China
  • chinese Taipei
  • Colombia
  • France
  • Germany
  • Hong Kong
  • India
  • Indonesia
  • Ireland
  • Israel
  • Japan
  • Malaysia
  • New Zealand
  • Republic of Korea
  • Singapore
  • South Africa
  • Switzerland
  • Thailand
  • The Netherlands
  • Turkey
  • United Kingdom
  • United States