CFP (Certified Financial Planner)

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CFP is highest standard of education in the field of Financial Planning.

Education

COURSE OFFERED CFPCM Certified Financial Planner

Financial planning is the process of meeting one’s life goals through proper management of finances. Life goals can include buying a home, saving for your children's education/ Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk management, etc. What is Financial Planning?

Who is a Financial Planner? A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth. Major areas include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning

CERTIFIED FINANCIAL PLANNERCM Mark of Quality – The World Over ,[object Object]

Innovative course content, best faculty interaction and healthy learning environment

Tested for Competency, Education, Examination & Work Experience

Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct“ Highest Level of Certification globally in the field of Financial Planning”

Levels of Certification ,[object Object]

ASSOCIATE FINANCIAL PLANNER (AFP)Testing Modules ,[object Object]

Module II: Risk Analysis and Insurance Planning

Module III: Retirement Planning and Employee Benefits

Module V: Tax Planning and Estate Planning

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CFP (Certified Financial Planner)

1. Stratagem financial school

2. COURSE OFFERED CFPCM Certified Financial Planner

3. Financial planning is the process of meeting one’s life goals through proper management of finances. Life goals can include buying a home, saving for your children's education/ Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk management, etc. What is Financial Planning?

4. Who is a Financial Planner? A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth. Major areas include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning

5. Financial Planners - The Personal CFOs

7. Innovative course content, best faculty interaction and healthy learning environment

8. Tested for Competency, Education, Examination & Work Experience

9. Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct“ Highest Level of Certification globally in the field of Financial Planning”

10.

11.

12. Module II: Risk Analysis and Insurance Planning

13. Module III: Retirement Planning and Employee Benefits

14. Module IV: Investment Planning

15. Module V: Tax Planning and Estate Planning

16.

17. Austria

18. Brazil

19. Belgium

20. Canada

21. China

22. Chinese Taipei

23. France

24. Germany

25. Hong Kong

26. India

27. United Kingdom

28. United States of America

29. Netherlands

30. Indonesia

31. Ireland

32. Japan

33. Malaysia

34. New Zealand

35. Republic of Korea

36. Singapore

37. South Africa

38. SwitzerlandAcross 23 countries

39.

40. You attain a global position for yourself.

41. You join an elite group in the Financial world.

42. You move ahead of the increasing competition.

43.

44. Sophisticated Course material designed by a team of CFPCM

45. 100 % Placement after completion of all modules.

46.

47. Research

48. Financial planning

49. Journalism

50.

51. Asset management company

52. Life Insurance

53. Share brokers

54.

55. Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment

56. CONTACT US Stratagem Solutions 201/A, Lake Shore Towers, Rajbhavan Road, Somajiguda, Hyderabad-500082 Tel: +91 9885195652 Email Id: avinash.n@stratagem.co.in

CFP (Certified Financial Planner)

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