DETAILS OF CFP COURSE

About ACPTS

ACPTS A REAL BRAND AND AN EXPERT IN FINANCIAL EDUCATION.ACPTS IS OFFERING MORE THAN 120 COURSES ONLINE AND OFFLINE (REGULAR).
WHAT IS CFP?

The Certified Financial Planner (CFP) Programme is a comprehensive
educational tool to equip the prospective financial planner with the
requisite knowledge to be able to advise a client on meeting his or
her personal financial goals . CFP is the highest global standard for
financial planning professionals, industry promoted programs. There
are six modules for completing the CFP course. The CFP curriculum
eventlly covers all what is required to understand the changes in the
economy, keeping them in mind along with the investor profile, his
actual needs, his financial goals, all finally leading to financial
planning so that he is able to meet all his financial goals
comfortably.

NO- 1 Profession in India and USA

Certified Financial Planner, CFPCM is the world's most prestigious
internationally accepted financial planning certification.

The CFPCM certification process, administered by Financial Planning
Standards Board India, identifies that those who have been authorized
to use the CM certification marks in India have met rigorous
professional standards and also agreed to adhere to the principles of
integrity, objectivity, competence, fairness, confidentiality,
professionalism, and diligence when dealing with clients. . Today more
than 19 countries around the world have adopted the CFPCM credentials
and there are more than 1, 00,000 CFPCM certificants. CFPCM
certification standards for each country have been adapted to meet
domestic marketplace, regulatory and educational needs.

The Certified Financial PlannerCM (CFPCM) is the most sought after
professional Designation across the globe.
As on April 2008 there are more than 1, 42,099 CFPCM designates
spread over 20 countries worldwide and the number is growing rapidly.

India on conservative estimates needs 50,000 to 1.5 lakh CFPCM
certificants by 2010 and today there are just 365.

About FPSB India

FPSB India is a public private enterprise and professional standards
setting body which is the licensing authority for the CFPCM, marks in
India through an agreement with Financial Planning Standards Boards
Ltd. Denver, USA. The FPSB India is promoted by prominent financial
services companies like SBI, Reliance, Bajaj, Tata, Birla Group, City
Bank, HSBC, ICICI, LIC,HDFC, RELIGARE, FIDELITY INVESTEMENTS AND MANY
MORE…….

About Advanced Diploma in Financial Planning

The most coveted and the fastest growing program for aspiring
financial planners who wish to obtain the necessary skill, knowledge
and expertise in the rewarding industry with immense growth
opportunities. ADFP has been designed through an intensive research by
our academic team comprising a team of CFPCM with vast industry
experience and incorporating
the recruiter's feedback on specific skills required to succeed in
this highly rewarding field with immense growth opportunities.

On successful completion of this program, the student earns the
Advanced Diploma in Financial Planning. In addition to this, he will
be awarded with the globally accepted designation of Certified
Financial PlannerCM by FPSB INDIA.

What ACPTS Offers ?

• One of the highest paid and the most promising career in
financial sector.

• Handsome salary packages for the right candidate.

• Best career opportunities with top notch companies.

Course Curriculum:

1. Introduction to Financial Planning

2. Risk Management and Insurance Planning

3. Retirement Planning and Employee Benefits

4. Investment Planning

5. Tax and Estate Planning

6. Advance Financial Planning

Students are required to study all 6 modules, but will have to appear
for only 5 examinations. While no independent examination is held for
the 'Introduction to Financial Planning' Module, 20% weightage is
given to it in the examination of subsequent five modules.

Eligibility:

- Under - Graduate
- Graduate
- PostGraduate

Course Duration

5 months subject to a maximum 7 Years.
You can also give the exams in 2 days after 60 days of registration

Examination Months:

As Per NSE available Examination Dates.

Modes to pursue ADFP + CFPCM at

1. ADFP+CFP weekdays with 2 hours daily per module.
(Monday-Friday 4.30pm to 6.30pm)

2. ADFP+CFP weekend with 10 hours classes per week per module
(Sat 4.00pm to 8.15 pm (15 minutes break) and Sunday 10.00am to 4.30
pm(30 mins break)
3. ADFP+CFP Distance learning without classes.(Contact Classes available)*

ACPTS Edge

 Study Material

Structured for success, best in whole industry. Our study material is
regularly updated after every bi-monthly exam and is 100% exam
oriented.

 Faculty

We have the best with the highest number of in-house CFPCM
professionals who work full-time with us for our students.

 US-ACERTM

Unique and the ultimate exam preparation tool – our flagship exam
testing system ensures 100% exam success in the very first attempt.

 Secret Sauce

Ultimate Guide containing all examination related questions which is
updated on regular basis.

 Self Starter Kit

The student can plan accordingly how much hours should be devoted to
particular topic and what you have to study whole plan will be chalked
out for you.
 E-mail Support

The student can directly mail his/her queries to the CFP Faculty and
get the solution within 24 hours or max. 48 hrs.

Placement Assistance:

The institute would provide 100% placement assistance to candidates.