cfp institute in jaipur, cfp classes in jaipur, cfp distance learning in jaipur, cfp module...
TRANSCRIPT
www.ptajaipur.com
About PTA• PTA introduced a unique concept where student develop their skills and sector
knowledge in their area of expertise through our industry experts and practical mode of imparting training.
• Our training module help the undergraduates, graduates, professionals, MBA's etc. to start their career in financial markets and become the market professionals.
• PTA’s program design according to job demands in the sector.
• We are providing the program and seminar in various institution like ICSI,ICAI,CBSE Schools ,MBA Colleges(IILM , Subodh Mgmt Institute , Taxila Business School , ICFAI Business School , VIT, Om Kothari Institute, IIPM Jaipur, Asia Pacific College Udaipur & many more)
www.ptajaipur.com
Vision & Mission
www.ptajaipur.com
To maintain quality service in the field of capital market education
To create new sector oriented courses which help corporate as well
as students
To become benchmark training centre across India
To develop more interactive study material related to sector needs.
To develop more and more stock market professionals for the
growth of capital markets in India
Visiting Faculty
Hemang Jani (Chief Economist of Sharekhan Ltd) Sushash Sawant (Fund Manager in PMS of Sharekhan Ltd) Nidhi Tickoo (Cluster Head & HR North Division of Sharekhan LTD) John (International Instructor of renowned Technical Analysis called
Online Training Academy USA) Sandeep Jain ( Fundamental Analyst Trade Swift) Manish Kothiwal ( Resourse person of SEBI) Atul Bhargava ( Head of Viratech Technical Software) Vinod Nair ( Content Developer –BSE training Institute for MBA Program) Rajat Sharma (VP of India Bulls Securities) Rakesh Yadav( Research head in Ganagapur Commodities)
www.ptajaipur.com
Study Methodology
www.ptajaipur.com
Basics : Understanding of the financial products and services
Certifications : Knowledge of the stock market mechanism
Practical Aspects : Practical Knowledge required in the market
Projects & Assignment
Personality Development : Development of skills beneficial for the markets
Corporate Training : Exposure in Corporates
Achievements
www.ptajaipur.com
Development of practical content which suited corporate requirements
Trained more than 600+ MBA student within 5 Year
Excellent placement for both MBA and Graduates & get excellent feedback from corporate
Started other professional course like CFP,CMT
Development of all study material (More than 250 + presentation on all topics) & Collection of Books (online more than 350 + books on technical and different topics of all international writers)
Partners
www.ptajaipur.com
Courses
www.ptajaipur.com
Certified Market Professionals (Graduates)
Certified Market Professionals (MBA,CA,CS & Others)
Certified Financial Planner(CFP)
Advanced Technical Analysis
Knowledge Base Program ( Investors)
NCFM/NISM module Preparation
CFPCM Certification
Program
www.ptajaipur.com
Certified Financial Planner (CFPCM)
• CFPCM Certification is a highly prestigious qualification in the arena of wealth management across the globe. The CFPCM mark is rated as the Gold Standard by the ‘Wall Street Journal’.
• The CFPCM Certification process is administered in India by the Financial Planning Standards Board India.
• Today this certification is recognized and accepted in more than 24 countries around the world.
• The demand in India is estimated at more than 50,000 CFPCM
Certificants and presently there are a little more than 3500.
www.ptajaipur.com
Need of Financial Planning• India has the tenth highest number of dollar millionaires in
the world and their rate of growth is higher than in any other country
• Robust Economy• Exposure of International Markets & Cultures• Nuclear Families……Higher disposable income• Large number of new products due to opening of markets and
customer demand• Complexity of products & services, hence the need of
specialists advice.• Market flooded with Agents, sellers & Product Pushers• Mutual Funds, Banks and Insurance companies are prompting
their employees to do CFP
www.ptajaipur.com
Financial Planning Standard Board India (FPSB)
• FPSB India is a Professional Membership & Certification organization
• It represents commitment to the emergence of Financial Planning as a respected profession in India
• FPSB India offers the highest Financial Planning credential called the Certified Financial Planner CM (CFPCM)
• FPSB India is an affiliate of FPSB US
www.ptajaipur.com
Why PTA?
• Relevant education to fulfill industry requirements
• Access to an exclusive in-house finance library• Internship for corporate exposure• Creating Advance job profile solutions• Training by Industry Expert• Online Mock Test• All study material Access through online
www.ptajaipur.com
Key Features
• Studies through Presentation• Project & Assignments• Software Training• Preparation according to Job Profile• Corporate Internship • Globally accepted Certifications• Knowledge Bank (In House Financial Library)• Real Time Market Experience & Case Studies
www.ptajaipur.com
Expert Faculty Rohan Sharma Qualification ACS, M.com, LL.B, CPM,CFP,NCFM Qualified
Specialization Technical Analysis , Option strategies, Portfolio management
Services
Experience He is start career as a Training Instructor with Share khan Ltd ,
Mumbai. Get technical analysis training from Dr C.K Naraiyanan (Well knowed frequent guest in CNBC Awaaz , run a special program in ETNOW named as Talking Technical. Now servicing branch of share khan limited from last 5 years & running stock market Institute from 3 years ..
www.ptajaipur.com
Expert Faculty Mr. Chindrup Jain CFP Qualification M.COM , CFP Experience: Core experience in Financial Sector from last
5 years Mr. Pradeep Sharma Qualification
M.COM , CFP Experience: Core experience in Financial Sector from last
5 years
www.ptajaipur.com
Career Prospectus for CFPCM Certification
• Banking• Investment Advisory services• Life and General Insurance• Mutual Funds• Stock and Security Brokers• Tax Consultancy• Fund Managers / Portfolio Managers Provides much
wanted ‘Credibility & Competency’ as a Financial Planning Practitioner
www.ptajaipur.com
Career Prospectus for CFPCM Certification
S.no. Designation Employees1. Relationship Manager Banks, Broking Firms, Fund
Houses2. Investment Advisor, Wealth
Manger, Financial Advisor, Financial Planner
Private Banking, Wealth Management Firms, Financial Planning Outfits, Fund Houses
3. Insurance Advisor Insurance Companies4. Faculty Content Writer / Trainer Educational Institutes /
Corporate5. Independent Financial Planner Self Employed
www.ptajaipur.com
Huge Demand Supply gap for CFPCM Professional in India
• India has 3,500 + CFP Certificants for a population of 1200 million
Versus• 58,830 CFP Certificants in US (250 million
population)• 17,230 CFP Certificants in Canada (60 million
population)• 15,802 in Japan (120 million population)
www.ptajaipur.com
Pathway to CFPCM Certification
1. Regular Pathway – to accomplish the ‘Education’ criterion• Enroll with of FPSB India• Self Study Mode
2. Challenge Status - Only candidates who are Graduates from a Recognized University and having the following additional Educational Qualifications or equivalent with minimum 3 years experience would be eligible under the Challenge Status Program:
• CA / ICWA / CS• CAIIB• CFA (USA)• PhD./ M.Phil in Economics, Econometrics, Statistics etc.• LLB or equivalent etc.
www.ptajaipur.com
www.ptajaipur.com
Modules to be Studied
• Introduction to Financial Planning
• Risk Analysis & Insurance Planning
• Retirement Planning & Employee Benefits
• Investment Planning
• Tax & Estate Planning
• Advance Financial Planning
www.ptajaipur.com
Format of CFP Examination• EXAM DURATION
www.ptajaipur.com
MODULE DURATION
Module 1-4 2 Hours
Module 5 4 Hours
MODULE DURATION
Module 1-4 Daily 4 slot of 2 Hours (Except Sunday)
Module 5 Daily 2 slots of 4 Hours (Except Sunday)
Evaluation System of CFP Examination
www.ptajaipur.com
GRADE SCORE (Percentage)
Exam 1-4 Exam 5
A Equal and above 80% Equal and above 75%
B 70 to 79.99% 60 to 74.99%
C 60 to 69.99% 50 to 59.99%
Fail Less than 60% Less than 50%
Structure of CFP Examination
www.ptajaipur.com
MODULE Testing Exam Exam Composition No of Question/Marks
Marks Categories
I NA N/A N/A N/A
II Exam 1 Module I- 20%Module II- 80%
77/ 150 1,2,3&4(35-1,90-2,150-3,240-4)
III Exam 2 Module I- 20%Module II- 80%
77/150 1,2,3&4
IV Exam 3 Module I- 20%Module II- 80%
77/150 1,2,3&4
V Exam 4 Module I- 20%Module II- 80%
77/150 1,2,3&4
VI Exam5 Case study Format 2 case study / 30 Question (100 marks)
2,3,4&5
Charted Member of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment
www.ptajaipur.com
CONTACT US
www.ptajaipur.com
Shop No 3 &4, Opp Bank of Baroda, Near Shyam Nagar Metro Station (East)) ,
Sodala , Jaipur-302019Mob: 9261211003
Landline: 0141-2297447,4006230Email: [email protected], [email protected]
Website:www.ptajaipur.com
THANK YOU
www.ptajaipur.com