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Get Smart! Get Ahead!: Course Profile: CFP - Challenge Status

CERTIFIED Financial Planner CM or CFP CM is a "Gold Rated" International Certification Program in the rapidly growing and evolving field of financial planning, wealth management and financial advisory services. Careers in Financial Planning are expected to grow by about 41 % globally by 2016.

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Varadarajan Rangarajan
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79 views10 pages

Get Smart! Get Ahead!: Course Profile: CFP - Challenge Status

CERTIFIED Financial Planner CM or CFP CM is a "Gold Rated" International Certification Program in the rapidly growing and evolving field of financial planning, wealth management and financial advisory services. Careers in Financial Planning are expected to grow by about 41 % globally by 2016.

Uploaded by

Varadarajan Rangarajan
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Get Smart! Get Ahead!

A product of
Course Profile: CFP
CM
Challenge Status
Spearhead EduOnline Pvt Ltd.
2
Online training platform for
multitudes of certificate
courses and professional
programs to enhance career
opportunities of individuals
Content delivered only by
renowned experts who are
certified / charter members
of the program themselves
In depth and well
researched content that is
updated from time to time
and kept relevant to
changing market dynamics
PRODUCT OVERVIEW
Get trained on the World's MOST Recognized Certifications,
Fully ONLINE Absolutely FREE! From Certified Experts

Spearhead EduOnline Pvt Ltd.
3







CERTIFIED FINANCIAL
PLANNER
CM
or CFP
CM
is a
Gold Rated International
Certification Program in
the rapidly growing &
evolving field of financial
planning, wealth
management and financial
advisory services.

This has become
customary in the field of
Financial Planning




With the rapid growth &
increased complexities in the
Indian Financial Industry,
there has been a sudden
spurt in demand for
competent, professional &
certified financial planners.
The requirement has also
been well supported by a
substantial increase in the
UHNIs and HNIs who are in
constant need of
professionals to advise and
manage their wealth.
CFP
CM
Certification is a:

Mark of Quality The
World Over.
Tested for competent
education & examination
Committed to a code of
ethics & rules of
professional conduct.
Huge demand with
attractive pay scales

ABOUT CFP
CM


Spearhead EduOnline Pvt Ltd.
4
With a growing demand for qualified personal financial planners , now is the time to become
a Certified Financial Planner
CM
professional.
HUGE DEMAND FOR CFP
CM
PROFESSIONALS
Careers in Financial Planning are expected to grow by about 41 % globally by 2016, according to
Industry Sources. In India, that growth rate is expected to be larger given the nascency of the
Financial Planning concept and the large number of High Networth Individuals wanting
professional guidance on money management.
Worldwide growth in CFP
CM
Professionals
Number of CFP
CM
Professionals - 2011
Source: Financial Planning Standards Board Source: Financial Planning Standards Board
Spearhead EduOnline Pvt Ltd.
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How CFP
CM
Certification helps you

One of the best opportunities for
Aspirant Entrepreneurs, as after
certification Financial planners can
start their own practice.

This certification is recognized by all
Financial Institutions world-wide.

Enhanced career and employment
opportunities with Financial
Services companies

It is rated as One of the Best Jobs
by U.S. News and World Report,
2012
Your expertise and credibility as a
qualified professional is instantly
communicated.

More revenue streams by
increasing your product and service
offering to your client
The most recognized and respected
financial planning certification in 24
countries.

Global benchmark for competency,
ethics & professional practice
standards

Highly sought after certification by
BFSI industry as it provides credibility
with customers seeking assistance.

Enables qualified individuals to
provide clients with a holistic
approach to achieving their financial
and life goals.
In depth knowledge in all aspects
covering personal finance.

Rated amongst the Top 5 Jobs on
the basis of five key areas: Work
Environment, Physical Demands,
Job Outlook, Income Levels and
Stress (Source Career post)

Spearhead EduOnline Pvt Ltd.
6

Pathway to CFP
CM
Certification The Challenge Status way

Pathway Challenge Status



Education


A candidate must be a CA / Intermediate level, CFA (US),
ICWA, CAIIB, CS, LLB, Ph.D., M.Phil., PG, Licentiate /
Associate / Fellowship of Life Insurance, Actuary, FFSI & FLMI
from LOMA, Civil Service Examinations by UPSC


Examination

Advanced Financial Planning Exam 5


Experience

3 Years in financial services industry or
5 Years in non-financial services industry

Ethics

Signed Declaration for adherence to FPSB Indias Code of
Ethics & Rules of Professional Conduct

Certification

Candidate is authorized by FPSB India to use CFP
CM
i.e.
CERTIFIED FINANCIAL PLANNER
CM

Why ApnaCourse- Our Differentiators

First of its kind e-tutorial Platform

Best in class Faculty with a proven track record
State of art infrastructure with advanced
technologies to facilitate easy learning
Highly Efficient & Exhaustive Question Bank to
support preparation for the final certification
Tracker to keep a check on the learning progress
Online interactions with the Faculty
Repeatability of video sessions High Definition video - enhanced picture clarity
Our Differentiators Contd.

Real time support to users
Hands on experience through internships to select
candidates
Absolutely Free Great Value for Money
Support only from qualified members

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9
Features Underway
Social Circle
Video Conference
Connect with the
Professors and interact on
subject matters
Profile Avatars
Have a virtual avatar of
yourself with uber cool
profile features
Gamification
Engage in active
interactions and earn
reward points and
attractive offers
Learning Tracker
Personalized performance
tracking to assess
weaknesses and improve
learning
About Spearhead EduOnline Pvt Ltd
Spearhead EduOnline, headquartered in Bangalore, is a subsidiary of Spearhead Services Private Limited, with
focus on the Education space.

About Spearhead Services Pvt Ltd
Spearhead Services, the flagship business unit of the Spearhead group, is an ISO certified India based
company with expertise in the areas of Finance, Accounting, Taxation, HR, Payroll and allied backend services
for nearly 2 decades. The company serves many of the top blue chip companies and is more of a business
partner than just a service provider. The company is spread across geographies with international locations at
Singapore and Sri Lanka and across 5 cities in India.
Contact Us

Ph: +91 80 23467913 | Fax: +91 80 23467915
Email: [email protected]

Other Group Companies
Spearhead Global Services Pte Ltd Singapore
Spearhead BPO Services Lanka (P) Ltd Srilanka
Spearhead FinServe Pvt Ltd India
Spearhead TechServe Pvt Ltd - India
Spearhead Towers
#50-56 Margosa road, Malleswaram,
Bangalore 560003, India
Ph:+91 80 23467913 | Fax: +91 80 23467915
www.SpearheadEduOnline.com

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