Stratagem Financial School are Authorized Education Partner of for Certified Financial Planner (CFP) Certification Course

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

CFP^CM 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 CFP^CM certification exam in India.

This Course includes over 40 solved FPSBI case studies (latest ones and previous years)

Did You Know?

Curriculum

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

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

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

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

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)
	Key highlights of Financial Budget 2017 (applicable for CFP exam from April'18)
	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

Where and how can I access the e-learning content? Are there any limitations?

There are no limitations in accessing our courses. You can assess the courses through the web (ApnaCourse.com) on any device through a web browser or through our Android app available on the Google Play Store.

How long is a course active?

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.

If the course access expires, will I get the support/access to the course?

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

How are these courses different from other online courses?

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!

Do I get any certificate on completing the Course on your platform?

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.

Whom do I contact in case of any queries regarding any of the courses?

For any course-related information, please email at support@apnacourse.com or connect on our help line number +91 7353 60 5333.

Do you have face to face career consultations?

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!!

Self Paced Learning

For 180 days access

Personalized 1–1 Learning

Expert Trainers

93 lecture topics

57+ hours of video lectures

5+ practise tests with solutions

Interactive discussion forum

WhatsApp group for Brainstorming

5+ course files

Not sure if its the right course ?

Stratagem Financial School are Authorized Education Partner of for Certified Financial Planner (CFP) Certification Course

Eligibility criteria for CFP CS

Where and how can I access the e-learning content? Are there any limitations?

How long is a course active?

If the course access expires, will I get the support/access to the course?

How are these courses different from other online courses?

Do I get any certificate on completing the Course on your platform?

Whom do I contact in case of any queries regarding any of the courses?

Do you have face to face career consultations?

About Us

Privacy

Need Help?

Self Paced Learning

For 180 days access

Personalized 1–1 Learning

Expert Trainers

93 lecture topics

57+ hours of video lectures

5+ practise tests with solutions

Interactive discussion forum

WhatsApp group for Brainstorming

5+ course files

Not sure if its the right course ?

Stratagem Financial School are Authorized Education Partner of for Certified Financial Planner (CFP) Certification Course

Eligibility criteria for CFP CS

Where and how can I access the e-learning content? Are there any limitations?

How long is a course active?

If the course access expires, will I get the support/access to the course?

How are these courses different from other online courses?

Do I get any certificate on completing the Course on your platform?

Whom do I contact in case of any queries regarding any of the courses?

Do you have face to face career consultations?

Learn on the Go!

About Us

Privacy

Need Help?