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- What is FPSB?
- It is an affiliate of Financial Planning Standards Board (FPSB), a non
profit association having its principal office in Denver, Colorado, USA.
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- Certified Financial Planner Certification is a mark of excellence
granted to individuals who meet the stringent standards of education,
examination, experience and ethics.
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- Charter Members who have
committed to give preference to CFPCM Certificants in their
recruitment
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- Charter Members who have
committed to give preference to CFPCM Certificants in their
recruitment (Contd.)
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- Charter Members who have
committed to give preference to CFPCM Certificants in their
recruitment (Contd.)
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- Why IIFS?
- IIFS offers blend of the
Financial Planning education through qualified, dedicated and
experienced professionals including the CA, CFP, MBA (Finance), CS,
ICWAI and people from industry and managers of leading Financial
organizations. IIFS has the pride to be the part of the PCTI group known
for bringing the best out of its students, academia and industry.
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- CFP Certification worldwide is awarded by FPSB Affiliates to competent
& qualifying candidates fulfilling the 4 E Criteria of CFP
Certification.
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- Education : A candidate must be a 12th Std Pass/Equivalent and has to
undergo 6 Module training from FPSB India’s approved Education
Providers and pass the following Exams facilitated by NSE;
1. Risk Analysis & Insurance Planning (Exam 1)
2. Retirement Planning & Employee Benefit (Exam 2)
3. Investment Planning (Exam 3)
4. Tax Planning & Estate Planning (Exam 4)
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- Examination : CFP Certification Examination also known as Exam 5 testing
- Advanced Financial
Planning Module
- Experience : Either Pre or
Post CFP Certification
Exam(3 Years for Graduates
& 6 Years for Non-
Graduates)
- Ethics : Sign Declaration
for adherence to FPSB
India’s Code of Ethics &
Rules of Professional Conduct
- And Then
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- CFP Certification
- Candidate is Authorized by FPSB
India to use CFP, CERTIFIED FINANCIAL PLANNERCM & CFP flame logo
collectively known as CFP Marks in his/her publishing material and
communications.
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- Benefits of CFP Certification
- Enhanced career and employment opportunities with Financial Services
companies. Your Services are sought by banks, distribution houses, AMC,
insurance Companies, equity broking and Financial Planning firms.
- More revenue streams by increasing your product and service offering to
your clients
- Recognition in more than 20 countries across the world
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- For Further details
- Contact Us at
- Registered Office:
- PCTI House UU-11
- Pitam Pura, Delhi-110034
- Ph : 011-47510411/22/33/44
- Fax : 011-27347796
- Mobile : 9911316571, 9811108987
- Website : www.iifs.pctiltd.com
- E-mail : iifs@pctiltd.com
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Notes
