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Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced)

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Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced)

The Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced) from NISM is a comprehensive certification program that provides advanced knowledge and practical skills related to financial planning, investment management, tax planning, estate planning, and retirement planning. It is designed for professionals looking to become Certified Financial Planners (CFPs) and to enhance their ability to advise clients on achieving their financial goals through sound financial strategies.
Why is Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced) important?

  • Globally recognized certificate acknowledged by financial services industry in India and abroad
  • Attests to your knowledge of financial planning concepts and tools.
  • Validates your understanding of client-centric financial advisory services and long-term planning.
  • Validates your knowledge in crucial areas like investments, taxation, estate planning, and retirement.
  • Prepares you for a globally recognized CFP certification.
  • Enhances your professional skills to offer holistic financial advice to individuals and families.
  • Boosts your employability in wealth management, financial advisory, and investment industry.

Who should take the Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced) Exam?

  • Certified Financial Planner (CFP)
  • Wealth Manager
  • Investment Advisor
  • Financial Planner
  • Retirement Planning Specialist
  • Tax Consultant
  • Estate Planning Advisor
  • Personal Finance Consultant

Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced) Certification Course Outline
The Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced) Certification covers the following topics -

Module 1. Financial Planning Process, Practice Standards and Professional Responsibility
Module 2. Risk Analysis and Insurance Planning
Module 3. Retirement Planning and Employee Benefits
Module 4. Investment Planning
Module 5. Tax Planning and Estate Planning

Modules of Financial Planning Standards Board India (Certified Financial Planner Certification) (Advanced) FAQs

It is an advanced certification aimed at financial professionals who want to become Certified Financial Planners (CFP) and provide comprehensive financial planning services.

Professionals in wealth management, financial planning, investment advisory, and those aspiring to become Certified Financial Planners.

The modules cover financial planning, investment management, tax planning, retirement planning, and estate planning.

Yes, the CFP certification is recognized globally, making it a valuable credential for financial professionals.

The exam typically includes multiple-choice questions and case studies focusing on real-world financial planning scenarios.

It depends on the candidate’s preparation, but it generally takes a few months to complete the modules and pass the exams.

A background in finance, investment, or related fields is beneficial, but the certification is open to all interested candidates.

Fees vary depending on the number of modules taken and the provider, but it is generally in the range of INR 20,000 to 50,000.

Typically, candidates must score at least 60% to pass the certification exam.

The CFP certification is valid for a lifetime but requires continuing education to maintain the credential.