Online Training Course on Certified Financial Planner - Challenge Status (CFP<sup>CM</sup> Challenge Status)
CFPCM Challenge Status
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 Stratagem
Leading CFP Training Institute, FPSB Approved Education Provider more>>

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Course Offerings
  93 lecture topics
  57+ hours of video lectures
  5+ practise tests with solutions
  Interactive discussion forum
  WhatsApp group for Brainstorming
  4+ course files
Special Add-ons (Free with Course)
Mock Exams for Certified Financial Planner - Challenge Status (CFP<sup>CM</sup> Challenge Status)
Mock Exams
4 Online Simulator Exams of 77 Questions each
Question Bank for Certified Financial Planner - Challenge Status (CFP<sup>CM</sup> Challenge Status)
Question Bank
1500+ questions with solutions
( Can be downloaded as pdf )
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Flash Card for Certified Financial Planner - Challenge Status (CFP<sup>CM</sup> Challenge Status)
Flash Card
Quick Reckoner covering key course highlights and important pre-exam reads
( Can be downloaded as pdf )
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Courseware for Certified Financial Planner - Challenge Status (CFP<sup>CM</sup> Challenge Status)
Courseware
Presentation used in the videos lectures in an ebook reader format
( Can be downloaded as pdf )
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Stratagem Financial School are Authorized Education Partner of FPSB India logo for Certified Financial Planner (CFP) Certification Course


This Online Training Course on Certified Financial Planner or CFPCM Certification - Challenge Status, is delivered by Stratagem Financial School, an Authorized Education Partner for CFPCM Certification

CFPCM is an International Certificate Programme in the fast growing and lucrative field of Financial Planning, Financial Advisory and Wealth Management Services. This programme is Rated as Gold Standard in Financial Planning.

This course is best suited for candidates taking the CFPCM certification exam in India.

This Course includes over 40 solved FPSBI case studies (latest ones and previous years)
Did You Know?
Curriculum
I
Introduction to Financial Planning
1 Introduction to Financial Planning 34:19
2 Six Steps to Financial Planning 11:26
3 Introduction to Cash Flow Statement 03:34
4 Overview of Budget Preview 04:53
5 Understanding Risks 03:47
6 Financial Progress Ratios 06:12
7 Basic of Key Indices- Part 1 01:26:58
8 Basic of Key Indices- Part 2 01:35:03
9 Summary 05:50
II
Risk Analysis & Insurance Planning
10 Introduction to Risk Analysis 38:05
11 Understanding Insurance 25:33
12 Life Insurance- Part 1 54:46
13 Life Insurance- Part 2 58:38
14 Life Insurance- Part 3 01:07:25
15 General Insurance 01:00:10
16 Summary 04:28
III
Retirement Planning & Employees Benefits
17 Introduction to Retirement Planning 15:56
18 Employee Benefits on Retirement 36:54
19 Post Office Savings Scheme 50:28
20 The Nine Numericals Model 01:05:39
21 The Nine Numericals Model 01:11:05
22 Reverse Mortgage Preview 06:32
23 Summary 01:38
IV
Investment Planning
24 Investment Planning 33:55
25 Indices- Part 1 57:20
26 Indices- Part 2 01:06:06
27 Securities- Part 1 01:15:38
28 Securities- Part 2 01:21:07
29 Summary 04:31
V
Tax Planning & Estate Planning
30 Tax Planning and Estate Planning Basic Concepts 46:31
31 Residential Status 31:10
32 Scope of Income- Part 1 01:30:35
33 Scope of Income- Part 2 01:24:12
34 House Propert Income 58:20
35 Profits and Gains from business 45:50
36 Capital Gains- Part 1 01:05:29
37 Capital Gains- Part 2 48:36
38 Income from other sources 21:28
39 Other Factors of Tax Planning 54:17
40 Tax Planning Summary - Part 1 32:22
41 Tax Planning Summary - Part 2 31:22
42 Tax Planning Summary - Part 3 22:52
43 Tax Planning Summary - Part 4 16:54
44 Estate Planning - Part 1 09:06
45 Estate Planning - Part 2 37:22
46 Estate Planning - Part 3 22:35
47 Estate Planning - Part 4 24:50
48 Estate Planning - Part 5 30:59
49 Summary 24:17
VI
Advanced Financial Planning
50 Advanced Financial Planning 12:48
51 Amortization 01:05:36
52 Patterns in Corpus Calculation- Part 1 40:10
53 Patterns in Corpus Calculation- Part 2 01:11:16
54 Patterns in Corpus Calculation- Part 3 01:18:26
55 PPF Calculations 01:10:00
VII
Case Analysis (Older FPSBI Cases)
56 Case 1-Part 1 01:23:45
57 Case 1-Part 2 38:36
58 Case 1-Part 3 01:19:29
59 Case 2-Part 1 01:02:17
60 Case 2-Part 2 52:07
61 Other Cases - Part 1 57:17
62 Other Cases - Part 2 28:17
63 Other Cases - Part 3 30:41
64 Other Cases - Part 4 25:34
65 Other Cases - Part 5 17:24
66 Other Cases - Part 6 26:17
67 Other Cases - Part 7 29:09
68 Other Cases - Part 8 22:10
69 Other Cases - Part 9 28:13
70 Other Cases - Part 10 32:07
71 Other Cases - Part 11 29:14
72 Other Cases - Part 12 31:30
73 Other Cases - Part 13 32:50
  Case Studies Document  
  Working Notes  
VIII
Additional Case Analysis (Latest FPSBI Cases)
74 Case 1 - Part 1 10:16
75 Case 1 - Part 2 23:29
76 Case 1 - Part 3 23:43
77 Case 1 - Part 4 32:47
78 Case 1 - Part 5 33:02
79 Case 1 - Part 6 29:20
80 Case 1 - Part 7 19:54
81 Case 1 - Part 8 28:11
82 Case 1 - Part 9 16:41
83 Case 1 - Part 10 14:41
84 Case 1 - Part 11 30:31
85 Case 2 - Part 1 10:15
86 Case 2 - Part 2 35:23
87 Case 2 - Part 3 31:20
88 Case 2 - Part 4 12:37
89 Case 2 - Part 5 15:56
90 Case 2 - Part 6 18:57
91 Case 2 - Part 7 21:56
92 Case 2 - Part 8 17:36
93 Other Cases 24:06
  Key highlights of Financial Budget 2015 (applicable for CFP exam till March'17)  
  Key highlights of Financial Budget 2016 (applicable for CFP exam from April'17)  
  CFP Test 1  
  CFP Test 2  
  CFP Test 3  
  CFP Test 4  
  CFP Test 5  
  CFP Mock Exam 1  
  CFP Mock Exam 2  
  CFP Mock Exam 3  
  CFP Mock Exam 4  

Eligibility criteria for CFP CS

Education: A CA/Intermediate level, CFA (US), ICWA, CAIIB, CS, LLB, PhD, M.Phil, PG, Licentiate/Associate/ Fellowship of Life Insurance, Actuary, FFSI & FLMI from LOMA, Civil Service Examinations by UPSC
(and)
Experience: Minimum 3 yrs experience in the Financial Services industry in areas of Accounting, Banking, PM, Insurance, Law, Retirement/ Pension planning, Securities, Taxation & FP (or) 5 years in non-financial services industry
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Most courses are self paced courses with a typical duration of 6 months (180 days) access period. This means, you get 180 access to the course from the moment you enrol into it. You can extend you access by 180 more days at any point during the subscription or post expiration of subscription. Some courses are Live Online Classroom courses that are date and time specific. Please visit the respective course page to know more.
No. If a course access expires, you will have to pay to extend the access. You can view the course pricing in the respective course page
We provide high quality content and personalised services. Our courses are delivered only by Renowned Trainers and Training Institutes. Also, the courses are recorded in state-of-art recording studios to bring in high clarity videos. So why go elsewhere, when you can learn from the Best!
We offer a course completion certificate on most courses. This certificate is jointly given by our partner trainer or training instiute which provided the course.
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Yes. We have a career consulting feature on ApnaCourse where a subject matter expert will help you decide the relevant courses for you based on your profile, work experience, interests, career goals etc. To know more about career consulting, click Here.
Sandeep Kalsi
Head- Retirement Sales, SBI Funds Mangement
Course content delivered with simplicity and clarity. ANDROID app launch is an excellent initiative for working executives

Sivakumar R
Diva, Chgl
Good

mohankrmr@gmail.com
Branch Manager, IIFL
easy understanding

Mr. Satish P
Manager, ABS
Wonderful

Mr. Chandrasekhar Sagutoor
Chief General Manager F&A, GVR Infra Projects Ltd
a good one.

Mr. ARVIND SRIVASTAVA
AGM, SBI
Excellent

Mr. srinivas chakravarthula
VISITING FACULTY & FREELANCE CONTENT DEVELOPER, FREELANCER-BFSI
highly affordable pricing for common graduate student also, excellent after sales support through whatsapp groups. timely responsive management. any one willing to undergo CFP certification training program consider apnacourse as top priority.

Mukesh Shrivastava
Relation Manager, Tata Asset Management
Very good, comprehensive and useful online sessions, topics are explained in excellent manner, being a working professional I would highly recommend this course, customer care support was also superb and instant when I made some mistake in online purchase.

Mr. Abhinav Kumar
Branch Operations Manager, Kotak Mahindra Bank Ltd
Excellent

Mr. a v krishnakumar
recently retired as outreach business manager from leading psu
The course is good. Faculty is excellent and to the point. I wish the institute should also take the candidate to the end result. Like fixing up the exam with FPSB and after collecting the fee themselves.

Mr. Apurva Singhi
Covers topic perfectly

sudhir
very informative .

Mr. AMOD KUMAR
good

Sriram_Gopalan
The concepts are explained in a clear manner. You can easily understand after viewing the video lectures for 2-3 times.

Ms. Lakshmi S
Good

Ravinder singh
Excellent

Mr. RAVI KAMATH
Very good training for those who need to understand and refresh for the exams

Ms. Verina Leonita
Good website for professionals. This course is perfect for my needs.

Ms. Rochelle Reena
Excellent course. the faculty has made the course very easy to understand.

Ms. Samhita Rao
Apna course site is awesome for online courses. The contents of the course and videos are good and well explained. Expecting still more practice tests which will be helpful to take the final exam!!

Ms. Mansi Malhotra
Superb course. Videos are awesome. Good explanation by mam. have understood clearly.

Mr. Ram Kumar
easy to understand..

Mr. Sushant M
Well Structured Course

Mr. Pramod Karegaonkar
thanks for giving me opportunity to do my training with apnacourse, i am completed my first lecture today thanks & regards . Pramod Karegaonkar

Mr. Ram Kumar
this course is good

Mr. SIDDHARTH THAPAR
I'm very happy to tell u that I've cleared CFP.. Thank you for all guidance and support.. Faculty is excellent.. I must thank apnacourse for helping me and getting my fundas cleared.. I really owe this credit to apnacourse.. Thank you once again :)

Mr. SIDDHARTH THAPAR
It's really good to join apnacourse.com. Faculty is excellent. I'm really enjoying the videos.Concepts are getting clear.. For challenge status this is actually a right way to go.. I'll definitely advise students to join apnacourse.com. Overall it's an excellent platform and cost effective method of taking classes.

Ms. Arti S Shrivastava
Use of interactive feature for numerical helps

Ms. Roopa R
Course is nicely designed with excellent interface

Mr. Lakshminarayanan R
A Smart way to Success!!

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