C F PERTIFIED INANCIAL LANNERCM

Your Knowledge Will Help Your Clients Get Richer

Ambition Learning Solutions is an Authorised Education Providerof FPSB India for CFP certification.

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Ambition Learning Solutions is headquartered at Mumbai and lead by two young entrepreneurs Mr. Kirtan Shah and Mr. Vishal Gada who

bring with them immense ability, skill and experience in the field of Education and Corporate Trainings. The duo was a part of the board as

Executive Directors to set up an independent education division for a Bombay Stock Exchange (BSE) listed Non Banking Finance

Company.After successfully scaling up that venture 6 folds,Ambition Learning Solutions is their dream venture.

Ambition Learning Solutions Bridges the gap between Students & Corporate

I. We assist corporate by providing qualified human resources for their operation and expansion requirement. We train their existing staff

to furnish them with the latest updates and techniques in their respective domains.

ABOUT US

II. We equip individuals with the domain knowledge of Financial Planning and Capital Markets to make them employable. Ambition Learning Solutions is an

authorized education provider of FPSB, India for the CFP certification. CFP is the most prestigious qualification for professional in financial services globally.

Ambition Learning Solutions is an Authorized Education Provider of FPSB, India for the CFP certification. CFP is the most prestigious qualification for

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CFP IS IDEAL FOR:CM

Needless to say that looking at CFP as a career can be both challenging and rewarding.

ACFP certificant is open to varied professions in the field of:

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BENEFITS OF CFPCM

CFP is world’s most prestigious and sought after certification for FinancialAdvisors

CFP is Internationally recognized in 24 countries

Supported & recruited by more than 50 Financial Corporate in India , who are called as charter members

CFP mark is rated as the "Gold standard" by "Wall street journal”

(CFP ) certification course is industry-specific and completely Employment-oriented.

It also Provides much wanted ‘Credibility’& ‘Competency’as a financial planning practitioner

Requirement of around 100,000 CFP professionals into Banks, Insurance Companies, MF, Stock Broking Houses etc.

The shortest duration professional qualification, can be completed within 6 to 8 months

Acknowledged as one of the Upcoming Certification in financial services in India by “The Week” in 2004

Rated as “Hot Job” by CNBC in 2003

Financial Planning rated as No.1 career in 2001 by JobsAlmanac, USA

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CERTIFIED FINANCIAL PLANNER

Individuals who are interested in both academics and practical training. Certificants are qualified to provide advice with respect to all aspects of financial planning and will

be able to make comprehensive financial plans.

And anyone interested to make a gloriouscareer in the field of Finance / Personal finance / Financial Services

B.Com/M.Com/BMS/BBI/BAF/BFM /BBA

Undergraduates, Graduates & Post Graduates

CA – CA Inter / MBA Finance

Sub Brokers

Insurance Advisors

Banking Professionals

Mutual Fund Distributors

Banking

Investment Advisory Services

Financial Planning Organization

Mutual Funds and Other Financial Services

Life And General Insurance

Accounting and Law Firms

Stock Broking Firms

Fund Managers

Credit Counseling Organization

Wealth Management Companies

HIGH GROWTH CAREERS INTO :

ABOUT FPSB INDIA :

Australia Austria Brazil Canada USA South Africa Germany U.K Korea Singapore Ireland China

Chiness Taipei france Hong kong Indonesia India Japan Switzerland Malaysia New Zealand Netherland Thailand

CFP GLOBAL RECOGNITIONCM

Advance Financial

Planning:

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Establishingclient planner relationshipAnalyze client Objectives,Needs and Financial SituationDeveloping the Financial PlanImplementing the Financial Plan

Monitoring the financial Plan

Retirement Planning and

Employment Benefits:

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Retirement need analysis techniques

Development of Retirement Plans

Various Retirement Schemes such as:

(I) Employees Provident Fund (EPF)

(ii) Public Provident Fund(PPF)

(iii) Super annuation Fund

(iv) Gratuity

(v) Other Pension Plans

Post-retirement counseling

Retirement Planning and

Employment Benefits:

Introduction to

Financial Planning:

This module would cover the

six - step process which includes :

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Financial Planning Process

Client Interactions

Time Value of Money Applications

Personal Financial Statement

Cash Flow and Debt Management

Acquisition

Education Planning

Overview of Risk Management

Investment Planning

Retirement Planning

Special Circumstances

Plan Integration

Ethics and Business Aspects

of Financial Planning.

Asset

Risk Management and

Insurance Planning :

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Risk Management and Insurance

decisions in personal planning.

Identifying cIient's exposure to

Morality, Health, Disability ,

Property, Liability, and Long Term

care risk is emphasized.

Selecting the appropriate risk

management technique

Insurance pricing

Various Insurance policies and

strategies:

(I ) General Insurance

(ii) Life Insurance

(iii) Motor Insurance

(iv) MedicaI Insurance

(v) Insurance of Business Risk

Regulation of lnsurance Industry.

Investment Planning:

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Risk Retum AnalysisMutual FundsDerivativesAsset AllocationInvestment StrategiesPortfolio Construction andManagementRegulation of anInvestment Advisor

Tax and Estate Planning:

Tax Planning:

Estate Planning:

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Income Tax ComputationCapital Gain and IndexationHouse PropertyDeductions and AllowancesNon Resident Indian Tax LawsTax Management Techniques

Wills Trust Indian Succession ActPower of AttorneyJoint ownership of property

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COURSE INSIGHTS :

Examination Structure:

CFP exams are conducted by FPSB through

NCFM (National Stock Exchange Certificate for

Financial Markets.) No Exam for Module 1.

Module 2 to 5 – 140 Marks paper for two hours

each. For Module 6 – 100 Marks paper for four

hours.

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CFP CERTIFIED FINANCIAL PLANNER certification is

awarded by Financial Planning Standards Board India.

FPSB India is committed to maintain high standards of

technical competence, fair dealing & integrity amongst

financial planners in India.

FPSB India is a professional Membership & Certification

organization part of Global Confederation established by

prominent financial service corporations with an objective

to professionalize the concept of financial planning in India.

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CHARTER MEMBER COMPANIES, WHO SUPPORTS & RECRUITS CFP CERTIFICANTSCM

Aditya Birla Money Mart Ltd.

Alliance Bernstein Corp.

ASK Wealth Advisors Pvt. Ltd.

Axis Bank

Bajaj Capital Ltd.

Barclays Bank

Birla Sun Life Insurance Company Ltd.

BNP Paribas

Citibank

Daiwa Asset Management (I) Pvt. Ltd.

Destimoney

Deutsche Bank AG

Dhanlaxmi Bank

Dynamic Equities Pvt. Ltd.

Edelweiss Group

FIL Fund Management Pvt. Ltd.

FPI Padmakshi Financial Planning & Wealth Management

Franklin Templeton AMC (India) Pvt. Ltd.

Geojit BNP Paribas Financial Services Ltd.

HDFC

HSBC

ICICI Bank Ltd.

ICICI Prudential AMC Ltd.

ICICI Prudential Life Insurance Company Ltd.

ICICI Securities Ltd.

ING Financial Services Pvt. Ltd.

Karvy Stock Broking Ltd.

Kotak Mahindra Bank Ltd.

Kzen Equities Services Pvt. Ltd.

L&T General Insurance Company Ltd.

L&T Mutual Fund

Life Insurance Corporation of India

MetLife India Insurance Company Ltd.

Mirae Asset Global Investments (I) Pvt. Ltd.

Motilal Oswal Securities Ltd.

Networth Stock Broking Ltd.

Principal PNB AMC Pvt. Ltd.

Reliance Capital Asset Management Ltd.

Reliance Life Insurance Company Ltd.

Reliance Securities Ltd.

Religare Enterprises Ltd.

SBI Funds Management Pvt. Ltd.

SBI Life Insurance Company Ltd.

SKP Securities Ltd.

Standard Chartered Bank

State Bank of India

TATAAIG Life Insurance Company Ltd.

TATAAsset Management Ltd.

UTI AMC Ltd.

World Gold Council

For Further Details Kindly Contact us at,

Email Id: Websites:Phone : 022 - 26252099/32, 65657989, 09930805522, 09833605880

Ambition Learning Solutions

Training Centres at:

53, Ashawadi , behind Yashwant Nagar, Opp shoppers Stop, S.V. Road, Andheri (West). Mumbai - 400058info@ambitionlearning.com | www.ambitionlearning.com

Charni Road, Borivali, Malad, Mahalaxmi, Pune, Jaipur, Ahmedabad

1st Floor

EDUCATION, EXAMINATION, EXEPERIENCE, ETHICS

Any student who has cleared his 12th standard, H.S.C or equivalent Qualification from any

field is eligible to pursue this course.

This course can be completed within a span of 6 months whereas the

maximum duration to complete this course is 7 years.

Other Programs Offered :

Weekdays/ Weekend trainings

150 + Hours of Training

Best Study Material with approx 1000 questions per book with detailed solutions and unlimited online mock tests

Internships/ Placements/ Networking Assistance

Online Videos for all Modules (24x7)

24x7 Query Portal

Weekend Training

50 + Hours Training

All Modules Covered + Practice for solving 50+ Case studies

Trainings by Practicing Financial Planners with special focus on designing Financial Plans

Technical Analysis

Derivatives and Derivative Strategies

Private Equity And Venture Capital Funding

Equity Valuation and Financial Modeling

Specialized Program in Financial Markets

NormalMode

ChallengeStatus

OtherPrograms

Offered

High Quality Course Material with special focus on Distance Learning Students

Online Query Handling

Unlimited Online Mock Tests

Personal Doubt Solving Sessions

Online Videos for all Modules (24x7)

24x7 Query Portal

DistanceLearning

Mode

Eligibility

Criteria

Duration

CFP CERTIFIED FINANCIAL PLANNER and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd.CM CM

Financial Planning Standards Board India is themarks licensing authority for CFP marks in india, through agreement with FPSB Ltd.

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