Certified Financial Planner Certification in Mumbai PowerPoint PPT Presentation

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Title: Certified Financial Planner Certification in Mumbai


1
Choose Best Certified Financial Planner Institute
In Mumbai
http//wealth360academy.com/
2
CERTIFIED FINANCIAL PLANNER Certification (CFP)
is a sign of brilliance allowed to people who
meet the stringent norms of training,
examination, experience and morals.
http//wealth360academy.com/
3
  • CAREER OPPORTUNITIES FOR A CFPcm
  • Banks
  • Mutual Funds Asset Management Companies
  • Stock Broking Firms
  • Insurance companies
  • Investment Advisory Firms
  • Portfolio Management Services
  • Financial Planning Firms
  • Wealth management Firms

http//wealth360academy.com/
4
  • Examination Pattern
  • The candidates will answer a multiple choice
    objective type examination, administered on-line
    by NSE.
  • There is no negative marking.
  • Total Marks 150 Marks for Module 2 to 5 100
    Marks for 6th Module
  • Marks required for clearing 50

http//wealth360academy.com/
5
CFPcm Curriculum Module 1 Introduction to
Financial Planning Module 2 Risk Management
Insurance Planning Module 3 Retirement Planning
Employee Benefits Module 4 Investment
Planning Module 5 Tax Estate Planning Module
6 Advance Financial Planning
http//wealth360academy.com/
6
Contact Us C/610, 6th Floor, Trade World Towers,
Kamla Mils, Lower Parel (W), Mumbai -
400013 Landline 022-24981035 / 36 / 37 Mobile
91 9167981307 info_at_wealth360academy.com www.wea
lth360academy.com / www.wealth360.in Our Branches
At Churchgate, Dadar, Borivali and Thane
http//wealth360academy.com/
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