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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
  130 lecture topics
  42+ hours of video lectures
  5+ practise tests with solutions
  Interactive discussion forum
  WhatsApp group for Brainstorming
  5+ course files
Video Mentoring  Personalized Study Plan with exam type questions
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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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
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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 is delivered by Stratagem Financial School, a FPSB India Authorized Education Partner for CFPCM Certification

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)

CERTIFIED FINANCIAL PLANNER (CFP) certification is the most desired and valued universal accreditation for those seeking to validate their commitment to competent and ethical financial planning practice. CFPCM Certification is intended to evaluate your capability to assimilate and utilize the acquired financial planning knowledge in real life situations. It trains you to provide tactical advice in the fields of investments, insurance, tax, retirement & real estate.

CFPCM certification is a distinction granted to individuals who meet the strict morals of education, examination, experience and ethics. It is the most respected and internationally accepted Financial Planning qualification recognized by the global financial community. On completion of CFP programme, you demonstrate that you have attained the required competency level to practice independently. CFPCM Certification presents opportunities worldwide. FPSB India is the principal licensing body that awards CFPCM Certification in India. CFPCM Certification is extensively valued by consumers, professionals & industry.

The CFPCM designation is the uppermost designation in financial planning, coupled with commitment to the highest ethical standards, which sets CFP professionals apart from the rest. CFPCM designation is recognised in 26 countries around the world, and your designation goes with you wherever you choose to go.

Any candidate aspiring to obtain CFP certification has the option to register with ApnaCourse.com who is a FPSB India’s Authorized Education Partner. Structured over five units, the course is delivered by ApnaCourse.com who offers the freedom and flexibility to study at your own pace. Our program is created to help you deliver the best in financial planning. The program no doubt is challenging but your perseverance will earn you a place at the forefront of your career. Your skills will upsurge the service you provide to your clients.

About CFP Certification

CFPCM Certification programme makes you knowledgeable to provide strategic advice in the fields of investments, insurance, tax, retirement & real estate. All facets of the CFP exam are guided by CFP professionals, including the determination of content coverage, writing, reviewing and approving of exam questions, scoring and passing criteria.

CFPCM has the highest growing careers in the world. In India, the international CFPCM certification is awarded by the Financial Planning Standards Board of India (FPSB India). CFPCM certification is appraised as a Gold Standard and gets its holder acceptance and recognition across a diverse range of Financial organizations around the world. There are currently over 1,00,000 CFPCM Charters worldwide and around 1200 + CFPs in India. As per current industry estimates, the requirement for financial advisers will be around 50000 in the impending years.

An increasing number of multinational banks such as ICICI Bank, Standard Chartered Bank, American Express Bank and others have made it essential for their Relationship Managers to get the CFPCM certification in order to raise the existing service standards to optimum level. Regulatory bodies like SEBI, IRDA, PFRDA etc. are also increasingly educating and encouraging consumers to consult CFPs for their financial needs. Apart from this, Charter Members of FPSB India have committed that they will give first preference to CFPCM Charters during recruitment.

Benefits of CFP CMCertification

  • Rated as Gold Standard by Wall Street Journal
  • It is the most recognized, accepted and esteemed financial planning certification worldwide
  • It is a preferred certification by almost all the organizations of BFSI Industry
  • CFP is highly sought after by banks, distribution houses, AMC, insurance Companies, equity broking and Financial Planning firms
  • Personal satisfaction of accomplishing the Financial Planning profession’s highest standard and having met the global benchmark.
  • CFP credentials validate confidence among the financial consumers.
  • CFP certified professional join the global league of the best Financial Planning professionals.
  • 69 percent of firms reported that CFP professionals have a higher rate of growth of assets under management.
  • 76 percent of firms found that employing CFP professionals led to increased client retention.
Curriculum
I
Introduction
1 Introduction Preview 02:16
2 List of topics 13:36
3 Financial Planning Process 15:25
4 Financial Management 13:44
5 Financial Market 11:28
6 Forms of Business Ownerships Part 1 09:24
7 Forms of business Ownership Part 2 16:27
8 Behavioral Finance 24:01
9 Economic Indicators 24:21
10 Return Calculations 11:00
11 Real Rate of Return 18:48
12 Time Value of Money 19:15
13 Single Cash Flows 30:41
14 Regular Cash Flows or Annuities 13:06
15 Mortgage 23:29
16 Personel Financial Ratios 10:27
17 Code of Ethics 10:40
18 Regulatory Environment 15:13
19 Negotiable Instruments 15:41
20 Consumer Protection 13:49
21 Financial Planning Calculation Part 1 17:49
22 Financial Planning Calculation Part 2 19:32
II
Risk Analysis and Insurance Policy
23 Risk Management and Insurance Planning 07:24
24 Risk Management 08:46
25 Insurance 21:08
26 Insurance Contract 21:28
27 Estimating Life Insurance Needs 06:37
28 Illustration 21:20
29 Risk Analysis and Insurance Policy 12:59
30 Risk Management 15:56
31 List of Topics 14:47
32 Characteristics of Insurance Contract 18:16
33 Risk Analysis and Insurance Planning Part 1 25:42
34 Risk Analysis and Insurance Planning Part 2 23:18
35 Claims 15:42
36 Risk Analysis and Insurance Planning Part 3 19:03
37 Risk Analysis and Insurance Planning Part 4 24:04
38 Risk Analysis and Insurance Planning Part 5 19:48
39 Property Insurance 19:20
40 Personal Insurance 15:04
41 General Insurance-Property, Health and Liability Insurance 20:04
42 Master Question Insurance 12:28
III
Retirement Planning and Emplyee Benefits
43 Employee Benefits 20:31
44 Defined Contribution Plans 22:02
45 Retirement Planning and Employee Benefits 23:13
46 Revision of Cash Flows Part 1 20:12
47 Revision of Cash Flows Part 2 22:22
48 Retirement Planning Cash Flows Part 1 14:31
49 Retirement Planning Cash Flows Part 2 13:53
50 Retirement Planning Cash Flows Part 3 20:11
51 Public Provident Fund and Pension Schemes 14:35
52 Post office schemes 11:24
53 Pension Schemes 19:18
54 Pension Sector Reforms 14:29
55 Steps in Retirement Planning 17:15
56 Illustration 2 13:55
57 Illustration 3 11:18
58 Portfolio Rebalancing 15:07
59 Master Question Retirement 29:06
IV
Investment Planning
60 Investment Planning Part 1 03:07
61 Investment Fundamentals 19:47
62 Risk and Return 23:42
63 Investment Planning Part 2 18:57
64 Investment Planning Equities 09:46
65 Investment Planning Part 3 20:53
66 Derivatives 23:22
67 Investment Planning Part 4 15:47
68 Real Estate 21:02
69 Managing Risk 22:36
70 InvestmentVehicles Wealth Management 25:25
71 Equity Analysis Part 1 19:42
72 Equity Analysis Part 2 22:50
73 Alternative Investment Products in Wealth Management Part1 07:02
74 Alternative Investment Products in Wealth Management Part 2 09:38
75 Alternative Investment Products in Wealth Management Part 3 04:41
76 Alternative Investment Products in Wealth Management Part 4 10:52
77 Alternative Investment Products in Wealth Management Part 5 17:00
78 Real Estate Valuation and Analysis Part 1 12:00
79 Real Estate Valuation and Analysis Part 2 06:11
80 Behavioral Finance in Wealth Management 09:47
81 Loan and Debt Management Part 1 14:21
82 Loan and Debt Management Part 2 10:51
83 Portfolio Management And Strategies 11:56
84 Master Question Investment 34:28
V
Tax Planning
85 Tax Planning Summary Part 1 32:22
86 Tax Planning Summary Part 2 31:22
87 Tax Planning Summary Part 3 22:52
88 Tax Planning Summary Part 4 16:54
89 International Taxation and Trust Planning 12:21
90 Residential Status 27:43
91 Allowances 16:39
92 Income from House Property 29:44
93 Bonus Stripping 08:31
94 Exemptions 22:55
95 Tax Slabs 23:09
VI
Estate Planning
96 Estate Planning Part 1 37:22
97 Estate Planning Part 2 22:35
98 Estate Planning Part 3 24:50
99 Estate Planning Part 4 30:59
VII
Case study 1
100 Introduction 10:16
101 Questions Part 1 23:29
102 Questions Part 2 23:43
103 Questions Part 3 32:47
104 Questions Part 4 33:02
105 Questions Part 5 29:19
106 Questions Part 6 19:54
107 Questions Part 7 28:11
108 Questions Part 8 16:41
109 Questions Part 9 14:41
110 Questions Part 10 30:31
VIII
Case study 2
111 Introduction 10:15
112 Questions Part 1 35:23
113 Questions Part 2 31:20
114 Questions Part 3 12:37
115 Questions Part 4 15:56
116 Questions Part 5 18:57
117 Questions Part 6 21:56
118 Questions Part 7 17:36
IX
Other Case study
119 Other Cases Part 1 28:17
120 Other Cases Part 2 30:41
121 Other Cases Part 3 25:34
122 Other Cases Part 4 17:24
123 Other Cases Part 5 26:17
124 Other Cases Part 6 29:09
125 Other Cases Part 7 22:10
126 Other Cases Part 8 28:13
127 Other Cases Part 9 32:07
128 Other Cases Part 10 29:14
129 Other Cases Part 11 31:30
130 Other Cases Part 12 32:50
  Key highlights of Financial Budget 2015 (applicable for CFP exam from April'16)  
  Key highlights of Financial Budget 2016 (applicable for CFP exam from April'17)  
  Case Studies Document  
  Working Notes  
  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
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