About CFP^CM

CERTIFIED FINANCIAL PLANNER^CM or CFP^CM Certification is the highest level of Certification worldwide in the field of Financial Planning with over 100000 CFP^CM Certificants. It is widely respected by consumers, professionals & industry. It is a mark of excellence granted to individuals who meet the stringent standards of 4 E termed as education, examination, experience and ethics. FPSB Ltd. works in conjunction with its affiliates to develop and promote rigorous international competency, ethics and professional practice standards for CFP professionals. For details, please visit the website- india.fpsb.org / www.fpsb.org .

 

Who should join/ Benefits/ Ideal For

CERTIFIED FINANCIAL PLANNER^CM Certification has become the most widely recognized, prestigious and internationally accepted Financial Planning qualification by the global financial community. In this era of super specialization, this certification provides enhanced career and employment opportunities with Financial Services companies. It is ideal for:

• Students who wish to enter in the Financial Services industry.
  
• Corporate employees who want to upgrade their financial qualification or skill set.
• Advisors who aspire to develop competency to provide comprehensive financial planning services.
• A finance professional who seeks to provide value added services and want to add more revenue stream.
• Anyone who has interest in financial planning or personal finance as a career.

 

Our Classes

Education is the first E among the 4 E criteria for initial certification. A candidate aspiring to become CFP^CM Certificant has to register himself with FPSB India. Then he can opt either to register with any authorised education partner or to go for self study mode.

We arrange sessions for CFP^CM aspirants as per their need and thus we help such CFP^CM aspirants who opt for self study mode. Classes are taken by a CFP^CM professional. Please note that we are not authorised education partners of FPSBI.

 

We also provide “ONLINE HELP” to our students. At any point of time when a student needs some clarity on a particular topic, he has the option to send us an email and we would solve the same for him. When the students are prepared with the subject, they can appear for “UNLIMITED MOCK EXAMS” on our internal system. This will assess them to judge their grip on the subject before they appear for the online exam. 

 

Come to us to be prepared to join the global league of the best financial planning professionals.