CFP New Program Pitch Book

World's Topmost Professional Certification In Personal Finance, Investments & Financial Planning YOUR PATHWAY TO 10X CAREER GROWTH IN FINANCIAL SECTOR FINANCIAL PLANNING STANDARDS BOARD, USA

What is Personal Finance FINANCE PERSONAL FINANCE Finance is defined as management of money Personal Finance is the financial and includes activities like Investing, management which an borrowing, lending, budgeting, saving and individual or a family performs forecasting. to budget, save, and spend monetary resources over time, There are 3 main streams in Finance: taking into account various financial risks, future life events, & financial goals. Personal Corporate Public Finance Finance Finance

Career Options in Personal Finance Banks Mutual Funds Insurance Stock Broking Portfolio Mgmt Wealth Mgmt Tax Planning Financial Planning Financial Advisory Fintech Firms Financial Startups Fintech Startups Independent Practitioners Distributors Investment Advisors & a lot more…..

The Competitive Finance as a Job Industry offers maximum World of Finance career prospects. But still it remains highly competitive. Primarily Because : EDUCATION CERTIFICATION LEARNING People don’t have relevant education from Despite being in financial sector, don’t have Financial products and processes keep an academic degree in Finance or have an evolving rapidly and hence one has to keep related subjects such as finance, maths, economics etc irrelevant degree. learning constantly. SKILLS CLIENTS They may be having some theoretical As a finance professional you are not only knowledge but lack the practical exposure assessed by your employer but more than of the financial world. that by your clients.

Grow 10X in Does anyone of these define you ? Personal Finance \\ \\\\ Students \\ Finance Practitioners \\ Teachers To begin a successful BFSI Working Professionals To serve in a new way to their Retired Professionals To get into personal finance Career Clients Training To upskill & upscale in their To care for their whole life’s Jobs Money If Yes, here is how you can GROW 10X in PERSONAL FINANCE …..

Certified Financial GROW.LEAD. Planner Certification EMPOWER. SET YOURSELF APART World's Only 4-in-1 Certification Program New Extensive Curriculum ; New Graded Specializations Global Recognition ; Decades of Trust • Certified Financial Planner (CFPCM) certification is an International Mark of Excellence granted to professionals specialized in Personal Finance. • Offered by Financial Planning Standards Board, USA , CFP certification is the only globally recognized symbol of excellence for financial planning. • Certified Financial Planner (CFP) is a Global Certification Valid in 27 Countries across the world. • Within 1 Program, you get 4 Global Specialist Certifications in the areas of Personal Finance.

Huge Demand for CFP Professionals APPROX 2 LACS CFP PROFESSIONALS ACROSS 27 COUNTRIES IN THE WORLD

The New CFP Program The New CFP Program is divided in 4 Levels : At each level you Study Specialized Content and at the end Get Specialist Certification. FPSB® INVESTMENT SPECIALIST FPSB® RETIREMENT & TAX SPECIALIST FPSB® RISK & LEGACY SPECIALIST CFM CM - CERTIFIED FINANCIAL PLANNER Level 1 Level 2 Level 3 CFP Final International Certification for Investment International Certification for Retirement International Certification for Risk Planning, International Certification for Financial Professionals specializing in Equity, Mutual Planning, Wealth Building, Income Tax, Tax Life Insurance, General Insurance, Legacy &, Advisors, Financial Planners, IFAs, Funds , Debt & Other Investments Filing, Tax Saving & Tax Planning Real Estate Planning Investment Advisors & Finance Professionals

CFP Curriculum – New Unique 4 Levels & Global Framework At each level you Study : Global Content & Indian Content both.

Inside The Curriculum CFP Final : Certified Financial Planner 1. The Financial Planning Process • Financial Planning Process • Practice Standards • Professional Skills • Client Characteristics • Client Engagement and Communication • Critical Thinking 2. Engaging Clients for Life • Introduction to the Discovery Process • Appreciative Inquiry • Discovery Process Applied • Goal Determination, Refinement and Setting • Develop Financial Planning Recommendations • Presenting Recommendations to Clients 3. Developing Effective Financial Plans • Financial Planning Overview • Financial Plan Elements • Developing Effective Plans • Sample Financial Plans • Financial Plan Assessment

CFP vs Other Programs Course Designation Institute Main Areas Covered Stages/level CA Chartered Accountant CPT, PCC, Final* The Institute of Chartered Accounting, Taxation & Accountants of India Auditing CS Company Secretary The Institute of Company Company Law Foundation, Inter & Final Secretaries of India ICWA Cost Accountant Institute of Cost and Works Costing Foundation, Inter & Final CFPCM Accountants of India Certified Financial Planner Financial Planning Financial Planning, Wealth 4 Levels Standards Board USA Mgmt & Advisory CFA Chartered Financial The CFA Institute USA Portfolio Mgmt & Investment 3 Levels Analyst Analysis CWM Chartered Financial American Academy of Wealth Management 2 Papers Analyst Financial Management CPA Certified Public Accountant American Institute of Accountancy, Taxation 4 Papers Certified Public Accountants

Why Be a CFP ? • To build a Successful Career in Financial Sector • To multiply the pace of your Career Growth • To get Specialized & Practical Learning in Finance • To equip yourself with an International Certification • To establish your Credibility & Respect from clients A CFP Qualified Independent Average Salary of a CFP Clients prefer to deal with a The Clients managed by CFP Financial Advisor/Business Professional working in CFP qualified professional as Professionals score 16% Owner earns 40% more revenue Financial Industry is 33% more they rate CFPs to be 63% higher on Satisfaction Index. than a non CFP advisor. than a non CFP professional. more knowledgeable.

Roadmap To Be a CFP START ELIGIBILITY REGISTER STUDY Min 10+2 Get access to FPSB Portal Decide your learning mode -CL,VL,EL No restrictions of marks or stream Pay Registration Fees Online Enroll with CFP Study Program at ICOFP Learn thru classes, videos, guest lectures, Age no bar At FPSB assignments EXAM MOCK Book your exam slot online. Take online mock test & review your preparations 2 hrs - 75 Questions MCQ Online Do online doubt sessions with ICOFP faculty Exam LEVEL 1/2/3 CFP FINAL EXAM CFP CERTIFICATION CERTIFICATION 4 hrs - Case Study based questions You earn 4 Certifications in a single program. Get your Specialist Certification 5 hrs Online Ethics Attestation at For CFP Final, should be a Min Graduate with from FPSB. FPSB 3 yrs of Experience

Want to go for India’s Most Awarded Super CFP Program ? Specialized Finance College India’s 1st & Largest Authorised Education Provider of FPSB USA

Why Study at ICOFP ? You are with ICOFP - India’s 1st & Largest Authorised Education Provider of FPSB, USA India’s Most Awarded Super Specialized Finance College One of the Core Founding Members for FPSB Program in India More than 80% CFP Aspirants Studying at ICOFP Most Comprehensive CFP Course Materials in India CFP, CFA, CA Faculty with truly Global Exposure

CFP Study Options at ICOFP Class Room Virtual Online E- Learning Videos Available at Delhi & Mumbai Realtime Online teaching Recorded CFP Lessons by experts Most Experienced CFP Faculty CFP Classes Online across India View and Review at your own pace Convenient Weekend Batches Conveniently attend from anywhere Conveniently attend classes anytime You can choose the Study Mode which suits you the most. At ICOFP, You get to avail India’s Most Comprehensive & Practical Learning Study Materials on CFP.

India’s Best Study Materials on CFP Unique blend of Books, e-books, Practice Papers, Projects, Video CONTENTS IN CLASSROOM MODE: Lessons, Mock, Guest Lectures to enrich your knowledge, skills and Concept Books , Work Books , Pre-View Videos , Re-View making you a qualified CFP Professional. Videos , Assignments , Online Mock Tests , Doubt Clearing Session , Case Studies for Practice , Group Projects , Guest Lectures . (PACKAGE OF 10 ITEMS IN STUDY MATERIALS) CONTENTS IN VIRTUAL MODE: Concept Books , Work Books , Pre-View Videos , Re-View Videos , Assignments , Online Mock Tests , Doubt Clearing Session , Group Projects . (PACKAGE OF 8 ITEMS IN STUDY MATERIALS) CONTENTS IN E-LEARNING MODE: Concept Books , Work Books , Pre-View Videos , Re-View Videos , Online Mock Tests , Group Projects . (PACKAGE OF 6 ITEMS IN STUDY MATERIALS)

Our Star Faculty Prof. Madhu Sinha Dinesh Gupta Dr. Rishi Taparia CFPCM, IRDA,AMFI Certified CFPCM IRDA, AMFI Ph.D.,PGDBM (Finance), Associate in Insurance from Certified, Associate in MA(Eco.) ICWAI, Insurance Institute of India, Insurance from Insurance B.Com.(H) Author of 3 Books in Finance Institute of Rishi Mehra Neeraj Gupta Kushal Bhateja CFA, MBA, CTM, LIFA, IFRA, CFA CFA®, FRM, CFP RIA, CEO- Corporate Ex- Prebon Yamane, ICICI Pru Partners® MBA (Finance) AMC & a team of CFP, CFA, CA, CWA Qualified Finance Professionals with years of experience in Academia & Corporate World

Some Of The CFP Recruiters Banks, Mutual Funds, Insurance Cos, Wealth Management Cos, Financial Planning Firms & All Personal Finance Businesses love hiring CFPs. & You have the choice to be an Entrepreneur or set up your own financial business too. .......and many more.

FPSB Board Fees FPSB Registration Fee : $ 165 Valid for 1 Yr. Single Regn for all Levels. FPSB E-Books Fee : $ 300 Mandatory for all. Can be paid one by one or together. 50% Waiver for ICOFP Students. Level 1 to 3 - $60 each CFP Final - $120 Mandatory for all. To be paid when registering for Exam only. FPSB Exam Fee : $ 305 On completion of CFP Final. Annual Fee to be FPSB Member. Level 1 to 3 - $61 each CFP Final - $122 CFP Certification Fee : $ 120

CFP Study Fees At ICOFP LEVELS Class Room Virtual Class E-learning LEVEL 1 Teaching - CL Online - VL Recorded - EL LEVEL 2 LEVEL 3 17500 15000 11000 CFP FINAL 15000 12500 9000 SUM TOTAL 15000 12500 9000 Pay Just 5000/- & Enroll. 17500 15000 11000 Balance in Easy Interest 65000 55000 40000 Free Installments. 4-IN-1 PROGRAM 45000 37500 27500 ENROLLEMENT FEE 20000 17500 12500 YOU SAVE 40000 32500 22500 LUMPSUM PAYMENT PRICING 25000 22500 17500 YOU SAVE

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