cfp presentation slide show
TRANSCRIPT
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Stratagem financial
school
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Financial planning is the process of meeting ones life goals through
proper management of finances.
Life goals can include buying a home, saving for your children's
education/ Higher Education, Marriage, and Retirement corpus
while ensuring Tax Efficiency, Risk management, etc.
What is Financial Planning?
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Who is a Financial Planner?A Financial Planner helps clients create personal
budgets, control expenditures, set goals for saving and
implement strategies for accumulating wealth.
Major areas include: cash flow management, education
planning, retirement planning, investment planning, risk
management and insurance planning, tax planning,
estate planning and business succession planning
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Financial Planners - The Personal CFOs
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Mark of Quality The World Over
CERTIFIED FINANCIAL PLANNERCM
Designed specifically for high-achieving business professionals, and career
changers
Innovative course content, best faculty interaction and healthy learning
environment
Tested for Competency, Education, Examination & Work Experience
Committed to Ethical Conduct, Code of Ethics & Rules of ProfessionalConduct
Highest Level of Certification globally in the field of Financial Planning
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Levels of Certification
CERTIFIED FINANCIAL PLANNERCM
( CFPCM )
ASSOCIATE FINANCIAL PLANNER (AFP)
Testing Modules Module I: Introduction to Financial Planning
Module II: Risk Analysis and Insurance Planning
Module III: Retirement Planning and Employee Benefits
Module IV: Investment Planning
Module V: Tax Planning and Estate Planning
Module VI: Advance Financial Planning
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CFPCM WORLDWIDE
Australia Austria Brazil Belgium Canada
China Chinese Taipei France
Germany Hong Kong India United Kingdom United States of America
Netherlands Indonesia Ireland Japan Malaysia New Zealand Republic of Korea Singapore South Africa Switzerland
Across 23 countries
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How will I be benefited from this program?
You become a Self illuminated Expert in financial
planning based advisory
You attain a global position for yourself.
You join an elite group in the Financial world.
You move ahead of the increasing competition.
You get preference for coveted positions with
reputed organizations.
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Facilities Provided by our Financial School
Prominent academicians with both industrial and academics experience.
Sophisticated Course material designed by a team of CFPCM
100 % Placement after completion of all modules.
Wi-Fi enabled Campus
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Career Options at large
Training Research Financial planning
Journalism Academics
Sales of financial products Bank Asset management company Life Insurance Share brokers Portfolio manager
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Financial Planners Career Path
Levels Job Profile Qualification/ Experience Expected Earnings (p.a.)
Entry
Trainees and executives withWealth Management Firms,
Banks and ProductDistributors
Pursuing CFPCMCertification + Graduate
FresherRs. 3 to 6 Lakh
MiddleRelationship Managers,
Wealth Managers, FinancialPlanners/Advisors,
Passed CFPCMCertification Exam + Work
Exp. of 1-2 YearsRs. 6 to 12 Lakh
Senior
Functional Heads likeRetirement Specialists, Tax
Specialists , Business &Regional Heads
CFPCM Certificant withmore than 3 year workexperience and other
professional qualifications
Above 12 Lakh
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Charter Members of FPSB India have resolved that they will
give first preference to CFPCM Certificants in recruitment
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Stratagem Solutions
201/A, Lake Shore Towers,Rajbhavan Road,Somajiguda,Hyderabad-500082Tel: +91 9885195652Email Id: [email protected]
CONTACT US
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