About Certification | Our Supports & Services | For whom

About CFP^CM Certification
Certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB.
The CFP^CM certification is granted to those individuals who have technical competence to create a comprehensive and detailed financial plan for an individual.

Our supports & services

1. Most Comprehensive Book & Workbook Content for all 6 Modules.
2. Real Time Mock Test for our registered students on our website.
3. Email Capsule based course administration.
4. Email facility for doubt clearance.
5. Full support on email.
6. Regular update on Financial Services sector.

For whom – CFP^CM Certification is meant for :-

1. Relationship managers with banks, stock broking companies, Insurance companies, Mutual funds etc.
2. Unit managers or Development managers of Life Insurance companies
3. Stock brokers offering wealth management services to their clients
4. Corporate finance executives and Accountants
5. Agents or advisors of Post Office, Mutual Funds, Insurance companies and who are into the financial distribution company.
6. Financial planners
7. Software professionals interested in acquiring domain knowledge in personal financial planning
8. Students who are looking to make career in financial services sector.

CFP^CM CERTIFIED FINANCIAL PLANNER^CM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP marks in India, through agreement with FPSB.
FPSB is a nonprofit association that manages, develops and operates certification, education and related programs for financial planning organizations so they may benefit the global community by establishing, upholding and promoting worldwide professional standards in financial planning.