Certified Financial PlannerCM

ICOFP-International College of Financial Planning

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Important information

Typology Certificate
Methodology Distance learning
  • Certificate
  • Distance learning

A Certified Financial PlannerCM is one who takes a holistic view of financial life of an individual and provides him with strategic advice in regard to investment, insurance, tax, retirement and estate needs. Unlike product sellers who represent the interest of manufacturers of these products, a Certified Financial PlannerCM works for the consumer, and does not have any particular product in mind.

Course programme

Certified Financial PlannerCM Certification introduced in 1972, has become the most widely recognized, prestigious and internationally accepted Financial Planning qualification by the global financial community. It is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. The CFPCM Certification wins trust and presents opportunities worldwide. In this era of super specialization, the Professional CFPCM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFPCM Certificants and widely respected by consumers, professionals & industry.

CFPCM certification has been rated as GOLD STANDARD by WALL STREET JOURNAL. World's Best Finance Designation, recognized in more than 20 countries.

Module 1: Introduction to Financial Planning
Module 2: Risk Analysis & Insurance Planning
Module 3: Retirement Planning & Employee Benefits
Module 4: Investment Planning
Module 5: Tax & Estate Planning
Module 6: Advanced Financial Planning

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