CFPCM Certification program makes you competent to provide strategic advice in investments, insurance, tax, retirement & real estate planning. It is an global certification provided by FPSB USA which is a not for profit organisation based out of Denver, USA. It is a comprehensive skill development program to equip participants to offer authentic Financial Plans.
Certified Financial Planner – CFPCM certification is –
Preferred : One of the prominent certification program preferred by Financial Industry across the Globe.
Credible : In INDIA, Charter Members of Financial Planning Standard Board (FPSB) have resolved to give preference to CFPCM Certified Professionals in their recruitment process. The Charter Members Include companies like HSBC Bank, L&T Mutual Fund, Religare, Deutsche Bank, ICICI Bank, State Bank of India, LIC, Axis Bank, Dhanalaxmi Bank, ICICI Prudential, Metlife, SBI Life, Bajaj Capital, ICICI Prudential, Mirae Asset, SBI Mutual Fund, Barclays Bank, Edelweiss, ICICI Securities, Motilal Oswal, Birla SunLife, Standard Chartered Bank, KARVY, Tata AIG, BNP Paribas, Franklin Templeton Investments, Kotak Mahindra Bank, Reliance Capital, Tata Mutual Fund, Citibank, HDFC Securities, UTI Mutual Fund etc. to name a few.
Internationally Recognized : The most recognized and respected Financial Planning Certification in more than 25 Countries across the Globe.
Who can enroll for CFPCM Certification :
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Certified Financial Planner – CFPCM certification is –
Preferred : One of the prominent certification program preferred by Financial Industry across the Globe.
Credible : In INDIA, Charter Members of Financial Planning Standard Board (FPSB) have resolved to give preference to CFPCM Certified Professionals in their recruitment process. The Charter Members Include companies like HSBC Bank, L&T Mutual Fund, Religare, Deutsche Bank, ICICI Bank, State Bank of India, LIC, Axis Bank, Dhanalaxmi Bank, ICICI Prudential, Metlife, SBI Life, Bajaj Capital, ICICI Prudential, Mirae Asset, SBI Mutual Fund, Barclays Bank, Edelweiss, ICICI Securities, Motilal Oswal, Birla SunLife, Standard Chartered Bank, KARVY, Tata AIG, BNP Paribas, Franklin Templeton Investments, Kotak Mahindra Bank, Reliance Capital, Tata Mutual Fund, Citibank, HDFC Securities, UTI Mutual Fund etc. to name a few.
Internationally Recognized : The most recognized and respected Financial Planning Certification in more than 25 Countries across the Globe.
Who can enroll for CFPCM Certification :
- Students pursuing/completed B.Com / BMS / BBA / BBI / BAF / BFM / M.Com
- Other Undergraduates / Graduates looking for a career in Finance
- MBA / CA / CA Inter
- Professionals working in Banking & Financial Services Industry
| LEVELS | JOB PROFILES | QUALIFICATION EXPERIENCE |
| Entry | Trainees & Executives | Pursuing CFPCM Certification + Graduate Fresher. |
| Middle | Relationship Managers, Wealth Managers, Financial Planners / Advisors | Pursuing CFPCM Certification + Graduate Fresher. |
| Senior | Sr. Planners / Advisors, Team Leaders, Functional Heads, Business Heads | Attained CFPCM certification + Work Experience of 5 years or more. |