PTA provides training and certification programs in financial markets. It aims to help undergraduates, graduates, professionals and MBAs start careers in finance. PTA designs its programs according to job demands. It offers the Certified Financial Planner certification, which is recognized globally and sees high demand in India. PTA faculty have extensive experience in financial services. The CFP certification can lead to careers in banking, investments, insurance and other finance roles.

1. www.ptajaipur.com

2. About PTA
• PTA introduced a unique concept where student develop their skills and
sector knowledge in their area of expertise through our industry experts
and practical mode of imparting training.
• Our training module help the
undergraduates, graduates, professionals, MBA's etc. to start their
career in financial markets and become the market professionals.
• PTA’s program design according to job demands in the sector.
• We are providing the program and seminar in various institution like
ICSI,ICAI,CBSE Schools ,MBA Colleges(IILM , Subodh Mgmt Institute
, Taxila Business School , ICFAI Business School , VIT, Om Kothari
Institute, IIPM Jaipur, Asia Pacific College Udaipur & many more)
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3. Vision & Mission
 To maintain quality service in the field of capital market education
To create new sector oriented courses which help corporate as well
as students
To become benchmark training centre across India
To develop more interactive study material related to sector needs.
 To develop more and more stock market professionals for the
growth of capital markets in India
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4. Visiting Faculty
 Hemang Jani (Chief Economist of Sharekhan Ltd)
 Sushash Sawant (Fund Manager in PMS of Sharekhan Ltd)
 Nidhi Tickoo (Cluster Head & HR North Division of Sharekhan LTD)
 John (International Instructor of renowned Technical Analysis called
Online Training Academy USA)
 Sandeep Jain ( Fundamental Analyst Trade Swift)
 Manish Kothiwal ( Resourse person of SEBI)
 Atul Bhargava ( Head of Viratech Technical Software)
 Vinod Nair ( Content Developer –BSE training Institute for MBA
Program)
 Rajat Sharma (VP of India Bulls Securities)
 Rakesh Yadav( Research head in Ganagapur Commodities)
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5. Study Methodology
Basics : Understanding of the financial products and services
Certifications : Knowledge of the stock market mechanism
Practical Aspects : Practical Knowledge required in the market
Projects & Assignment
Personality Development : Development of skills beneficial for
the markets
Corporate Training : Exposure in Corporates
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6. Achievements
Development of practical content which suited corporate
requirements
Trained more than 600+ MBA student within 5 Year
Excellent placement for both MBA and Graduates & get excellent
feedback from corporate
Started other professional course like CFP,CMT
Development of all study material (More than 250 + presentation
on all topics) & Collection of Books (online more than 350 +
books on technical and different topics of all international
writers)
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7. Partners
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8. Courses
Certified Market Professionals (Graduates)
Certified Market Professionals (MBA,CA,CS & Others)
Certified Financial Planner(CFP)
Advanced Technical Analysis
Knowledge Base Program ( Investors)
NCFM/NISM module Preparation
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9. CFP CM
Certification
Program
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10. Certified Financial Planner (CFPCM)
• CFPCM Certification is a highly prestigious qualification in
the arena of wealth management across the globe. The
CFPCM mark is rated as the Gold Standard by the ‘Wall
Street Journal’.
• The CFPCM Certification process is administered in India by
the Financial Planning Standards Board India.
• Today this certification is recognized and accepted in more
than 24 countries around the world.
• The demand in India is estimated at more than 50,000
CFPCM Certificants and presently there are a little more than
3500.
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11. Need of Financial Planning
• India has the tenth highest number of dollar millionaires in the
world and their rate of growth is higher than in any other
country
• Robust Economy
• Exposure of International Markets & Cultures
• Nuclear Families……Higher disposable income
• Large number of new products due to opening of markets and
customer demand
• Complexity of products & services, hence the need of
specialists advice.
• Market flooded with Agents, sellers & Product Pushers
• Mutual Funds, Banks and Insurance companies are prompting
their employees to do CFP
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12. Financial Planning Standard Board India (FPSB)
• FPSB India is a Professional Membership &
Certification organization
• It represents commitment to the emergence of
Financial Planning as a respected profession in India
• FPSB India offers the highest Financial Planning
credential called the Certified Financial Planner CM
(CFPCM)
• FPSB India is an affiliate of FPSB US
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13. Why PTA?
• Relevant education to fulfill industry
requirements
• Access to an exclusive in-house finance library
• Internship for corporate exposure
• Creating Advance job profile solutions
• Training by Industry Expert
• Online Mock Test
• All study material Access through online
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14. Key Features
• Studies through Presentation
• Project & Assignments
• Software Training
• Preparation according to Job Profile
• Corporate Internship
• Globally accepted Certifications
• Knowledge Bank (In House Financial Library)
• Real Time Market Experience & Case Studies
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15. Expert Faculty
Rohan Sharma
Qualification
ACS, M.com, LL.B, CPM,CFP,NCFM Qualified
Specialization
Technical Analysis , Option strategies, Portfolio management
Services
Experience
He is start career as a Training Instructor with Share khan Ltd
, Mumbai. Get technical analysis training from Dr C.K Naraiyanan
(Well knowed frequent guest in CNBC Awaaz , run a special
program in ETNOW named as Talking Technical. Now servicing
branch of share khan limited from last 5 years & running stock
market Institute from 3 years ..
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16. Expert Faculty
 Mr. Chindrup Jain CFP
Qualification
M.COM , CFP
Experience: Core experience in Financial Sector from last
5 years
 Mr. Pradeep Sharma
Qualification
M.COM , CFP
Experience: Core experience in Financial Sector from last
5 years
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17. Career Prospectus for CFPCM Certification
• Banking
• Investment Advisory services
• Life and General Insurance
• Mutual Funds
• Stock and Security Brokers
• Tax Consultancy
• Fund Managers / Portfolio Managers Provides much
wanted ‘Credibility & Competency’ as a Financial
Planning Practitioner
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18. Career Prospectus for CFPCM Certification
S.no. Designation Employees
1. Relationship Manager Banks, Broking Firms, Fund
Houses
2. Investment Advisor, Wealth Private Banking, Wealth
Manger, Financial Advisor, Management Firms, Financial
Financial Planner Planning Outfits, Fund Houses
3. Insurance Advisor Insurance Companies
4. Faculty Content Writer / Trainer Educational Institutes /
Corporate
5. Independent Financial Planner Self Employed
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19. Huge Demand Supply gap for CFPCM Professional in India
• India has 3,500 + CFP Certificants for a population of
1200 million
Versus
• 58,830 CFP Certificants in US (250 million
population)
• 17,230 CFP Certificants in Canada (60 million
population)
• 15,802 in Japan (120 million population)
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20. Pathway to CFPCM Certification
1. Regular Pathway – to accomplish the ‘Education’ criterion
• Enroll with of FPSB India
• Self Study Mode
2. Challenge Status - Only candidates who are Graduates from a
Recognized University and having the following additional Educational
Qualifications or equivalent with minimum 3 years experience would be
eligible under the Challenge Status Program:
• CA / ICWA / CS
• CAIIB
• CFA (USA)
• PhD./ M.Phil in Economics, Econometrics, Statistics etc.
• LLB or equivalent etc.
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21. www.ptajaipur.com

22. Modules to be Studied
• Introduction to Financial Planning
• Risk Analysis & Insurance Planning
• Retirement Planning & Employee Benefits
• Investment Planning
• Tax & Estate Planning
• Advance Financial Planning
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23. Format of CFP Examination
• EXAM DURATION
MODULE DURATION
Module 1-4 2 Hours
Module 5 4 Hours
MODULE DURATION
Module 1-4 Daily 4 slot of 2 Hours (Except Sunday)
Module 5 Daily 2 slots of 4 Hours (Except Sunday)
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24. Evaluation System of CFP Examination
GRADE SCORE (Percentage)
Exam 1-4 Exam 5
A Equal and above 80% Equal and above 75%
B 70 to 79.99% 60 to 74.99%
C 60 to 69.99% 50 to 59.99%
Fail Less than 60% Less than 50%
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25. Structure of CFP Examination
MODULE Testing Exam Exam Composition No of Marks
Question/Marks Categories
I NA N/A N/A N/A
II Exam 1 Module I- 20% 77/ 150 1,2,3&4
Module II- 80% (35-1,90-2,150-3,240-4)
III Exam 2 Module I- 20% 77/150 1,2,3&4
Module II- 80%
IV Exam 3 Module I- 20% 77/150 1,2,3&4
Module II- 80%
V Exam 4 Module I- 20% 77/150 1,2,3&4
Module II- 80%
VI Exam5 Case study Format 2 case study / 2,3,4&5
30 Question (100
marks)
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26. Charted Member of FPSB India have resolved that they will
give first preference to CFPCM Certificants in recruitment
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27. CONTACT US
Shop No 3 &4, Opp Bank of Baroda,
Near Shyam Nagar Metro Station (East)) ,
Sodala , Jaipur-302019
Mob: 9261211003
Landline: 0141-2297447,4006230
Email: ptaimp@gmail.com, info@ptajaipur.com
Website:www.ptajaipur.com
www.ptajaipur.com

28. THANK
YOU
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