Certificate Program in FINANCIAL PLANNERS

KPB Hinduja College of Commerce
In Mumbai

Price on request
You can also call the Study Centre
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Important information

Typology Certificate
Location Mumbai
Duration 1 Year
  • Certificate
  • Mumbai
  • Duration:
    1 Year


Where and when

Starts Location
On request
315, New Charni Road, Mumbai , 400004, Maharashtra, India
See map
Starts On request
315, New Charni Road, Mumbai , 400004, Maharashtra, India
See map

Course programme

India is going through its best phase ever and Indians are savoring opportunities and reaping benefits unlike ever before. Every sector is registering steady growth and the average Indian Wallet is bulging in size steadily. With all that income coming in, the question to ask is, are Indians planning for their future and their money well enough? Yes, they are investing in term deposits, stocks, mutual funds, insurance etc., but a very miniscule percentage of Indians would be going about their investments with a proper strategy.

There was a time when consumers would approach self-proclaimed financial advisors in the market selling or giving advice on everything ranging from mutual funds to insurance to equities to deposits to income tax. Today consumers have become more discerning about their source of financial advice. They look at banks, insurance companies, brokerage houses, tax consultants etc. for their advice. However, consumers still aren't getting the counsel that takes an integrated view of their life and financial goals. There comes the role of a CFPCM

CERTIFIED FINANCIAL PLANNERCM (CFPCM) is a certification mark for financial planners conferred by the Financial Planning Standard Board, India. CFPCM is the highest credential offered in Financial Planning Globally. Education is a fundamental requirement for achieving CFPCM certification. CFPCM certification education requirements ensures the CFPCM professionals are familiar with broad knowledge, principles and theories needed to prepare for the professional practice of personal financial planning. It is recognized into 23 countries and preferred by 50 Financial Companies in India.

The CFPCM examinations are designated to assess your ability to apply Financial Planning knowledge to real life financial situations. A Financial Planner is a professional who assesses the health of individual's personal finances, life goals and objectives. He is a Professional expert who helps individuals achieve financial freedom by helping them reach their life goals through proper management of their personal finance.

CFP Curriculum:

Module I - Introduction to Financial Planning

Module II - Risk Analysis & Insurance Planning

Module III - Retirement Planning & Employee Benefit

Module IV - Investment Planning

Module V - Tax Planning & Estate Planning

Module VI - Advanced Financial Planning

Career Path:

Adequately trained and qualified financial planning professionals have bright career prospects in following functional areas:

Private Banking

Tax Planning

Wealth Management

Portfolio Management

Life insurance

Mutual funds

General Insurance

Investment Consultancy

Fund Management

Financial Products Marketing

Stock Broking

Retirement Planning

Estate Planning

Financial Advisory services

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