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Financial Planning Academy (FPA), Pune

Tel: 9370253364

C - 149, Akshay Complex, Dhole Patil Road

Pune,India

Contents:-

Overview

Course

Curriculum

Eligiblity

Placement

Overview

Financial Planning Academy (FPA) is an institute established to create professionals in the field of Finance. FPA educates aspiring individuals to become Certified Financial Planners (CFP) and connect them to the Financial world.

Financial Planning Academy (FPA) was established to initiate an entirely new platform for disseminating Financial Education to the upcoming Financial Consultants of India.

FPA educates aspiring individuals to become Certified Financial Planners (CFP) and connect them to the Financial world. Our commitment towards achieving this objective of imparting the 'right education' to the 'right people' would definitely be of benefit for the entire nation in the long run. The directors and the team of FPA have been in business of providing Investment Advisory for 20 years and as a commitment to share the knowledge in return to the youngsters, promoted FPA.

The academy is an authorized education provider of the Financial Planner Standards Board, India (FPSB) for the Certified Financial PlannerCM (CFPCM) professional education program in India.

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Course structure

Certified Financial Planner (CFP)

The Certified Financial Planner (CFP) designation is a certification mark for Financial Planners which is the highest credential offered in Financial Planning. It is Globally recognized in more than 20 countries across with one the highest paying professions in Finance.

CFP WHO IS IT FOR?

The individuals who are fascinated by both academics and practical training will identify the CFP. CFP Certificants are qualified to provide advice with regards to all aspects of financial planning and will be able to create comprehensive financial plans.

An individual is open to varied professions in the field of:

Banking
Investment Advisory Services�
Financial Planning Organizations
Life & General Insurance
Mutual Funds & Other Financial Services
Accounting or Law Firms
Stocks and Securities Brokers
Fund Managers
Credit Counseling Organizations

Course Duration

The course can be completed within a span of 6months. Since the exams are held once every 2 months and you may appear for 2 modules at a time.

FPA is also an authorized Education Provider for the Challenge Status Path:

For further details please visit our website: http://www.fpacademy.in

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Curriculum

In this program the candidates would get to study the following major subjects:

Module I: Introduction to Financial Planning
Module II: Risk Analysis and Insurance Planning
Module III: Retirement Planning and Employee Benefits
Module IV: Investment Planning
Module V: Tax and Estate Planning
Module VI: Financial Plan Construction

Module 1: INTRODUCTION TO FINANCIAL PLANNING

This module serves as an introduction to financial planning broadly covering the following:�

The six-step process financial planning

Client interactions

Code of Ethics

Time value of money applications

Personal financial statements

Cash flows and debt management

Asset allocation

Overview of risk management, investment planning, tax planning & retirement planning

RISK ANALYSIS AND INSURANCE PLANNING - Module 2 (Exam I)

This module exhaustively covers the knowledge requirements relating to:

Risk management and insurance decisions in personal financial planning
Identifying client’s exposure to mortality, heath, disability, property, liability, and long-term care risk is emphasized.

Selecting the apt risk management technique

Various Insurance Policies and Strategies:

General Insurance
Life Insurance
Motor Insuranc
Medical Insurance

Insurance of Business Risk
Regulation of Insurance
Insurance Pricing
Insurance Companies

RETIREMENT PLANNING AND EMPLOYEE BENEFITS - Module 3 (Exam II)

This module emphasizes on the process of wealth creation and the retirement planning strategies. It broadly covers:

Retirement need analysis techniques
Development of retirement plans
Various retirement schemes such as:
Employees Provident Fund (EPF)
Public Provident Fund (PPF)
Superannuation Fund
Gratuity
Other Pension Plans
Post-retirement counseling

INVESTMENT PLANNING - Module 4 (Exam III)

This module discusses about the various investment vehicles and investment strategies required to execute any sound financial plan. The broad categories it includes are:

Risk Return Analysis
Mutual Funds
Derivatives
Asset Allocation
Investment strategies
Portfolio construction and management
Regulation of an Investment Advisor

TAX PLANNING AND ESTATE PLANNING - Module 5 (Exam IV)

This module broadly covers the knowledge required by a CFP professional in the various tax laws and tax planning tools, namely:

Income-tax computation for Individuals, Companies, Trusts and other bodies
Capital Gains and Indexation
House Property
Deductions and Allowances
Non Resident Indian tax laws
Tax Management Techniques

Estate planning, the second section to this module, is also vital to any financial plan. It mainly covers:

Wills
Trusts
Indian Succession Act
Power of Attorney
Joint ownership of property

ADVANCED FINANCIAL PLANNING - Module 6 (Exam V)

This module materializes the concepts learnt from the previous modules into a comprehensive financial plan constructed for individuals. It thoroughly explains the following aspects related to the construction of a financial plan: