Certified Financial PlannerCM
Certificate
Distance
Description
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Type
Certificate
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Methodology
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.
Reviews
Course programme
CFPCM certification has been rated as GOLD STANDARD by WALL STREET JOURNAL. World's Best Finance Designation, recognized in more than 20 countries.
Curriculum:
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
Certified Financial PlannerCM