Certified Financial Planner

Online, Offline, and Hybrid Entrance Exam Preparation classes are available for CFP

High pass percentage (98%)

Professional faculty with in-depth knowledge

Learn through real-life examples & cases

One to one doubt solving

Internship placement support

Learn through live/self-paced/hybrid classes

Know more about CFP training provided by Gurukul.education





    Upcoming batches

    ONLINE CLASS

    CFP – Entrance Exam Preparation

    THURSDAY, JUNE 3RD, 2022 | 10 AM – 12 PM

    OFFLINE CLASS

    CFP – Entrance Exam Preparation

    THURSDAY, JUNE 5TH, 2022 | 10 AM – 12 PM

    Why CFP at Gurukul.education

    Pursuing the CFP programme with Gurukul.education ensures that you get the right understanding of the topics to develop your expertise, requisite exposure to the industry to relate and know the application of the topics you study with real business and are nurtured with a supportive environment, where learning is not just about getting through an exam but growing as a person to make your mark and realise your true potential.

    With the syllabus covering personal finance, risk and insurance planning, retirement planning, estate planning, and taxation planning; the CFP certification prepares you for a sound and successful career in personal finance and investment planning.

    With most of the banking, finance and investment organisation looking for a Certified Financial Planner (CFP) the career opportunities are immense.

    CFP Qualification & Syllabus

    Financial Planning Standards Board (FPSB) India manages and conducts the CFP programme in India. With the syllabus covering personal finance, risk and insurance planning, retirement planning, estate planning, and taxation planning; the CFP certification prepares you for a sound and successful career in personal finance and investment planning. With most banking, finance and investment organisation looking for a Certified Financial Planner (CFP) the career opportunities are immense.

    There are two entry routes to the CFP programme:

    1) The Regular Program

    In this route, the syllabus is spread over 5 exams

    Eligibility is open for anyone who has cleared Std. 12th / HSC

    Work experience is not mandatory to apply

    2) The Challenge Status Program

    This route has just one exam that covers the entire syllabus.

    To be able to apply under this program you have to meet certain criteria:

    You should have a post graduate degree / CA / MBA or CFA or other degrees as mentioned here

    You also need work experience of 3-5 years before applying for this program.

    Once you clear the exams, you can sign the Code of Ethics, be a certified CFP and use the trademark CFP Marks.

    If you take up the Regular Program, to use the CFP Marks (the trademarks), you have to acquire work experience of 3-5 years.

    Once you are certified, you can join the ranks of other CFP professionals, forming an exclusive network of qualified financial planners.

    Module 1: Introduction to Financial Planning

    It covers the six-steps process which includes:

    Financial Planning process

    Client interactions

    Time value of money applications

    Personal financial statements

    Cash flow and debt management

    Asset acquisition

    Education planning

    Overview of risk management

    Investment planning

    Retirement planning

    Special circumstances

    Plan integration

    Ethics and business aspects of financial planning

    Module 2: Risk Analysis and Insurance Planning

    Risk management and insurance decisions in Personal Financial Planning

    Identifying client’s exposures to Mortality, Health, Disability, Property, Liability and long term care risk is emphasized

    Selecting the appropriate risk management technique

    Insurance pricing

    Various Insurance policies & strategies:

    General Insurance

    Life Insurance

    Motor Insurance

    Medical Insurance

    Insurance of business risk

    Regulation of the Insurance Industry

    Module 3: Retirement Planning and Employee Benefits

    Retirement needs analysis techniques

    Development of retirement plans

    Various retirement schemes such as:

    Employees Provident Fund (EPF)

    Public Provident Fund (PPF)

    Super Annulation Fund

    Gratuity

    Other Pension Plans, Post Retirement Counselling

    Module 4: Investment Planning

    Risk Return Analysis

    Mutual Funds

    Derivatives

    Asset Allocation

    Investment Strategies

    Portfolio Construction & Management

    Regulation of an Investment Advisor

    Module 5: Tax and Estate Planning

    Tax Planning :

    Income Tax Computation

    Capital Gain & Indexation

    House property

    Deductions & Allowances

    Non-Resident Indian Tax Laws

    Tax Management Techniques

    Estate Planning :

    Wills, Trust, Indian Succession Act

    Power of Attorney

    Joint ownership of property

    Module 6: Advanced Financial Planning

    Establishing client planner relationship

    Analyze client objectives, needs & financial situation

    Developing the financial plan

    Implementing the financial plan

    Monitoring the financial plan

    The exams are computer-based and can be booked through NSE’s website.

    Examination Pattern (Exam 1 to 4) – 2 Hours

    • The Questions are based on respective Modules of the CFPCM Certification Curriculum
    • The candidates will answer a multiple choice objective type examination, administered online by NSE.
    • All questions are designed to have a question body with 4 alternative options.
    • There is no negative marking.
    • The following is the Question Paper Pattern.
    • One-fifth of the marks will be allotted in each of Exams 1 – 4 to the module “Introduction to Financial Planning”

    Total 77 Questions for 150 Marks for marks ranging from 1 to 4.

    Examination Pattern (Exam 5) – 4 Hours

    FPSB India shall upload on their website probable case studies, out of which any two will be asked in the examination.

    The case studies depicting real life scenario of individual Financial Planning situations.

    Each question will carry pre-specified marks for each correct answer.

    Students will be evaluated based on the following learning objectives:

    Determining the client’s financial status by analyzing and evaluating the client’s information.

    Ability to comprehend and analyze client-specific situations and select the best solution among the given options. This entails a thorough and sound understanding of the well-defined comprehensive CFPCM certification curriculum, covering all the modules (Module I to Module VI).

    The following is the Question Paper Pattern for each of the two case studies to be asked in Exam 5/CSP.

    Total 15 questions for 50 Marks for marks ranging from 2-5 marks.​

    Grading

    GradeScore (Percentage)

    A – Equal and above 75%

    B – Equal and above 60% and less than 75%

    C – Equal and above 50% and less than 60%

    Fail- Less than 50%

    Results are available immediately after submitting the answers.

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