ACE School for Professional Studies Pvt. ltd

ACE School for Professional Studies Pvt. ltd Certified Financial Planner CFP Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. Certified Financial Planner CFP is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community and widely accepted by consumers, professionals & industry. Rated as the “Gold Standards” by “wall street Journal USA” and consider as the Highest Qualification in Personal Finance in 24 countries across the world. Certified Financial Planner CFP program is meant for those who are either looking to pursue career in Financial planning/Wealth management sector or want to upgrade their professional qualification/ skill set & wants to be aligning with the international standards where CFP qualification is mandatory to offer advice on financial instruments.
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Certified Financial Planner CFP Certification is a mark of excellence granted to individuals who meet the stringent standards of education, examination, experience and ethics. Certified Financial Planner CFP is the most prestigious and internationally accepted Financial Planning qualification recognized and respected by the global financial community and widely accepted by consumers, professionals & industry. Rated as the “Gold Standards” by “wall street Journal USA” and consider as the Highest Qualification in Personal Finance in 24 countries across the world. Certified Financial Planner CFP program is meant for those who are either looking to pursue career in Financial planning/Wealth management sector or want to upgrade their professional qualification/ skill set & wants to be aligning with the international standards where CFP qualification is mandatory to offer advice on financial instruments.

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CFP (Certified Financial Planner knowledge Guide)

What is Financial Planning?
Financial planning is the process of meeting a person's life goals through the proper management of
their finances. Life goal can include buying a house, saving for child’s education or planning for
retirement. Financial planning provides direction and meaning to your financial decisions. It allows you
to understand how each financial decision you make affects other areas of your finances. For example,
buying a particular investment product might help you pay off your mortgage faster, or it might delay
your retirement significantly. It includes investment planning, tax planning, insurance planning, cash
management and budgeting, retirement planning and estate planning.

 What are the career prospects in Financial Planning?
Financial Planning is one of the fastest-growing professions across the globe. Wall Street Journal USA
rates this profession as “Gold Standard”. The opportunities are aplenty with Banks, Financial Planning
Outfits, Wealth Managers, Life Insurers, Accounting Firms, and Stockbrokers seeking professionals with
such expertise and skill sets.

 What is CFP Certification?
CFP certification is an international certification program in the field Personal Finance. CERTIFIED
FINANCIAL PLANNERS Certification or CFP Certification is a mark of excellence granted to individuals
who qualify all module examinations and meet the stringent standards of education, examination,
experience and ethics. It is awarded in India by Financial Planning Standards Board, India (FPSB, India)
which is a nonprofit organization and is backed by 50 charter members, which are primarily all major
Financial companies in India like Banks, Mutual Funds, Asset Management Companies, Financial
planning & Wealth Management Companies, Insurance Companies etc.

 What are the course contents of CFP educational program?
The CFP certification program consists of 6 study modules, namely:
1. Introduction to Financial Planning
2. Risk Analysis and Insurance Planning
3. Retirement Planning and Employee Benefits
4. Investment Planning
5. Tax Planning and Estate Planning
6. Advanced Financial Planning
The first module i.e. Introduction to Financial Planning does not have an individual exam but is
embedded in the examination of other five modules of the CFP Certification Program. The Curriculum
for the CFP Certification is GLOBAL. It essentially means that it is global in outlook but has been localized
as per the laws and regulations governing a particular country. The Syllabus is made by leading industry
practitioners and academicians and is reviewed periodically to ensure that the curriculum is up-to-date
and relevant to those working in the Financial Planning industry.

 Is CFP a global Certification?
Yes, currently CFP Certification is offered and recognized in over 23 countries across globe including
Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, France, Germany, Hong Kong, Indonesia,
Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand,
United Kingdom and United States of America. FPSB, Denver, US enters into licensing and affiliation
agreements with non-profit organizations (or their equivalent) around the world that allows the
organizations to establish and operate the CFP certification program in a country or region. FPSB India is
one of the Affiliates of FPSB, Denver, USA. CFP certification undertaken in any of the affiliate countries is
recognized globally and governed by cross border policy usage.

 What is AFP Certification?
AFP stands for Associate Financial Planner. It is a designation for which a student is eligible on successful
completion of any of the CFP examination modules. The certifications available under this option are
1)AFP Risk Analysis and Insurance Planning
2) AFP Retirement Planning and Employee Benefits
3) AFP Investment Planning
4) AFP Tax and Estate Planning

 What will be the duration of the CFP course?

It is available through online (Self Study) & offline (Classroom mode) spread over 6-7 months period with
option of Weekday & Weekend classes.

 What is the minimum qualification to enroll?
The candidate needs to be Class 10+2 pass to enroll.

 Is the work experience mandatory to register as a student of CFP program?
No. Work experience is not mandatory to register as a student for CFP program.

 How to register for this course?
You can register through Authorized Education Provider ACE School for Professional Studies is one of
the leading & largest Authorized Education Provider of FPSB India offers this course in classroom and
Self Study modes. The candidate needs to contact nearest ACE Center to register for this course.

 When and where are the examinations held?
The examinations are held across India on all NSE (National Stock Exchange) examination centers
throughout the year. The candidate must register a seat in advance and pay the requisite examination
fee to take the examination. At present, the examination fee for Exam 1 – 4 is Rs. 2, 000 per attempt and
for Exam -5 it is Rs 5, 000 per attempt.

 Do I need to take CFP examinations in the module sequence only?
No, a candidate can take the examination for Exam 1-4 in any sequence but Exam 5 can only be
attempted once the candidate has successfully cleared the Exams 1-4. The first examination attempt can
be taken only after expiry of mandatory 30 days lock in period that starts from the date of registration of
the candidate with the FPSB, India.

 What is the examination pattern of CFP exams?
The examinations are held online and Questions are in Multiple Choice Questions (MCQ) format i.e. the
student has to choose the correct option amongst the given 4 choices. In Exam 1-4 there are 75
questions of total 140 marks in each exam, and in Exam 5 there are 2 case studies and around 30-35
question of 100 marks based on them in Multiple Choice Questions (MCQ) format only. The duration of
Exam 1-4 is 2 hours each and Exam-5 is of 4 hours.

 How many attempts are allowed to clear the CFP modules?
A candidate can take any number of attempts to clear the CFP modules by paying the requisite fee
again. However, the FPSB registration is valid for a period of 1 year only, and a candidate needs to
complete the examination and experience requirements in a maximum period of 7 years.

 What is the minimum passing percentage in CFP examination?
A student has to secure minimum 50 % marks in Exam 1-4 and minimum 50 % marks in Exam 5 to qualify.

 Is there any negative marking in CFP examination?
No, there is no negative marking in CFP exams.

 What are the advantages of joining the ACE School for Professional Studies?
Having hands on experience and expertise in the field of consultancy & trainings in the Financial services Industry with student centric approach. Internship option while doing the program Extra classes at no extra cost until the time student clear CFP Exam. Largest network 32 CFP training Centers across all the major cities of India. Largest Poll of CFP Faculties/Trainers Associated. All Centers managed by CFPCM (certified financial planners) Known for Up to dated & Quality Courseware. Best Passing percentage across major centers An ISO 9001-2008 Certified. Provide 100% placement to the students clearing CFP
.
 What about Placement support?
Opportunities for Financial Planners are expected to grow in the future faster than ever before. There are newer areas other than financial services industry that planners are getting into with the changing demands and opportunities that are posed at them. From being columnists with publications, talk specialists being featured on television discussing Financial Plans and to writing books; planners are doing everything possible. ACE offer 100% placement support to all the students interested on successfully clearing the CFP exam.

 Salary range of CFP Certificant:- Currently, there is a huge mismatch between the small supply of CFPCMCertificants and the large demand from advice seekers, and this is likely to continue for some time to come. Therefore, opportunities ahead are immense for CFPCM. Levels Job profile Qualification/Experience Expected Pay (p.a.) Entry Trainees and executives with wealth managers, banks & product distributors Pursuing CFPCM Rs. 2-3 lakh Middle Sales Mangers, Relationship Mangers, Wealth Managers work experience financial expertise Pursuing CFPCM with work experience Rs. 4-7 lakh Senior Functional heads like retirement specialists, tax specialists and business/regional heads CFPCM with work exp. and other professional qualifications < Rs. 10 lakh Additionally, individuals with qualifications such as MBA, CA, CFA etc. blended with CFPCM Certification may add 20-25% to their expected emoluments
Source :- FPSB India

   Over a month ago
SEND

CFP (Certified Financial Planner knowledge Guide)

What is Financial Planning?
Financial planning is the process of meeting a person's life goals through the proper management of
their finances. Life goal can include buying a house, saving for child’s education or planning for
retirement. Financial planning provides direction and meaning to your financial decisions. It allows you
to understand how each financial decision you make affects other areas of your finances. For example,
buying a particular investment product might help you pay off your mortgage faster, or it might delay
your retirement significantly. It includes investment planning, tax planning, insurance planning, cash
management and budgeting, retirement planning and estate planning.

 What are the career prospects in Financial Planning?
Financial Planning is one of the fastest-growing professions across the globe. Wall Street Journal USA
rates this profession as “Gold Standard”. The opportunities are aplenty with Banks, Financial Planning
Outfits, Wealth Managers, Life Insurers, Accounting Firms, and Stockbrokers seeking professionals with
such expertise and skill sets.

 What is CFP Certification?
CFP certification is an international certification program in the field Personal Finance. CERTIFIED
FINANCIAL PLANNERS Certification or CFP Certification is a mark of excellence granted to individuals
who qualify all module examinations and meet the stringent standards of education, examination,
experience and ethics. It is awarded in India by Financial Planning Standards Board, India (FPSB, India)
which is a nonprofit organization and is backed by 50 charter members, which are primarily all major
Financial companies in India like Banks, Mutual Funds, Asset Management Companies, Financial
planning & Wealth Management Companies, Insurance Companies etc.

 What are the course contents of CFP educational program?
The CFP certification program consists of 6 study modules, namely:
1. Introduction to Financial Planning
2. Risk Analysis and Insurance Planning
3. Retirement Planning and Employee Benefits
4. Investment Planning
5. Tax Planning and Estate Planning
6. Advanced Financial Planning
The first module i.e. Introduction to Financial Planning does not have an individual exam but is
embedded in the examination of other five modules of the CFP Certification Program. The Curriculum
for the CFP Certification is GLOBAL. It essentially means that it is global in outlook but has been localized
as per the laws and regulations governing a particular country. The Syllabus is made by leading industry
practitioners and academicians and is reviewed periodically to ensure that the curriculum is up-to-date
and relevant to those working in the Financial Planning industry.

 Is CFP a global Certification?
Yes, currently CFP Certification is offered and recognized in over 23 countries across globe including
Australia, Austria, Belgium, Brazil, Canada, China, China Taipei, France, Germany, Hong Kong, Indonesia,
Ireland, Japan, Malaysia, New Zealand, Republic of Korea, Singapore, South Africa, Switzerland, Thailand,
United Kingdom and United States of America. FPSB, Denver, US enters into licensing and affiliation
agreements with non-profit organizations (or their equivalent) around the world that allows the
organizations to establish and operate the CFP certification program in a country or region. FPSB India is
one of the Affiliates of FPSB, Denver, USA. CFP certification undertaken in any of the affiliate countries is
recognized globally and governed by cross border policy usage.

 What is AFP Certification?
AFP stands for Associate Financial Planner. It is a designation for which a student is eligible on successful
completion of any of the CFP examination modules. The certifications available under this option are
1)AFP Risk Analysis and Insurance Planning
2) AFP Retirement Planning and Employee Benefits
3) AFP Investment Planning
4) AFP Tax and Estate Planning

 What will be the duration of the CFP course?

It is available through online (Self Study) & offline (Classroom mode) spread over 6-7 months period with
option of Weekday & Weekend classes.

 What is the minimum qualification to enroll?
The candidate needs to be Class 10+2 pass to enroll.

 Is the work experience mandatory to register as a student of CFP program?
No. Work experience is not mandatory to register as a student for CFP program.

 How to register for this course?
You can register through Authorized Education Provider ACE School for Professional Studies is one of
the leading & largest Authorized Education Provider of FPSB India offers this course in classroom and
Self Study modes. The candidate needs to contact nearest ACE Center to register for this course.

 When and where are the examinations held?
The examinations are held across India on all NSE (National Stock Exchange) examination centers
throughout the year. The candidate must register a seat in advance and pay the requisite examination
fee to take the examination. At present, the examination fee for Exam 1 – 4 is Rs. 2, 000 per attempt and
for Exam -5 it is Rs 5, 000 per attempt.

 Do I need to take CFP examinations in the module sequence only?
No, a candidate can take the examination for Exam 1-4 in any sequence but Exam 5 can only be
attempted once the candidate has successfully cleared the Exams 1-4. The first examination attempt can
be taken only after expiry of mandatory 30 days lock in period that starts from the date of registration of
the candidate with the FPSB, India.

 What is the examination pattern of CFP exams?
The examinations are held online and Questions are in Multiple Choice Questions (MCQ) format i.e. the
student has to choose the correct option amongst the given 4 choices. In Exam 1-4 there are 75
questions of total 140 marks in each exam, and in Exam 5 there are 2 case studies and around 30-35
question of 100 marks based on them in Multiple Choice Questions (MCQ) format only. The duration of
Exam 1-4 is 2 hours each and Exam-5 is of 4 hours.

 How many attempts are allowed to clear the CFP modules?
A candidate can take any number of attempts to clear the CFP modules by paying the requisite fee
again. However, the FPSB registration is valid for a period of 1 year only, and a candidate needs to
complete the examination and experience requirements in a maximum period of 7 years.

 What is the minimum passing percentage in CFP examination?
A student has to secure minimum 50 % marks in Exam 1-4 and minimum 50 % marks in Exam 5 to qualify.

 Is there any negative marking in CFP examination?
No, there is no negative marking in CFP exams.

 What are the advantages of joining the ACE School for Professional Studies?
Having hands on experience and expertise in the field of consultancy & trainings in the Financial services Industry with student centric approach. Internship option while doing the program Extra classes at no extra cost until the time student clear CFP Exam. Largest network 32 CFP training Centers across all the major cities of India. Largest Poll of CFP Faculties/Trainers Associated. All Centers managed by CFPCM (certified financial planners) Known for Up to dated & Quality Courseware. Best Passing percentage across major centers An ISO 9001-2008 Certified. Provide 100% placement to the students clearing CFP
.
 What about Placement support?
Opportunities for Financial Planners are expected to grow in the future faster than ever before. There are newer areas other than financial services industry that planners are getting into with the changing demands and opportunities that are posed at them. From being columnists with publications, talk specialists being featured on television discussing Financial Plans and to writing books; planners are doing everything possible. ACE offer 100% placement support to all the students interested on successfully clearing the CFP exam.

 Salary range of CFP Certificant:- Currently, there is a huge mismatch between the small supply of CFPCMCertificants and the large demand from advice seekers, and this is likely to continue for some time to come. Therefore, opportunities ahead are immense for CFPCM. Levels Job profile Qualification/Experience Expected Pay (p.a.) Entry Trainees and executives with wealth managers, banks & product distributors Pursuing CFPCM Rs. 2-3 lakh Middle Sales Mangers, Relationship Mangers, Wealth Managers work experience financial expertise Pursuing CFPCM with work experience Rs. 4-7 lakh Senior Functional heads like retirement specialists, tax specialists and business/regional heads CFPCM with work exp. and other professional qualifications < Rs. 10 lakh Additionally, individuals with qualifications such as MBA, CA, CFA etc. blended with CFPCM Certification may add 20-25% to their expected emoluments
Source :- FPSB India

   Over a month ago
SEND