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1 Stratagem financial school

2 COURSE OFFERED CFPCM Certified Financial Planner

3 What is Financial Planning? Financial planning is the process of meeting one s life goals through proper management of finances. Life goals can include buying a home, saving for your children's education/ Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk management, etc.

4 Who is a Financial Planner? A Financial Planner helps clients create personal budgets, control expenditures, set goals for saving and implement strategies for accumulating wealth. Major areas include: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning

5 Financial Planners - The Personal CFOs

6 CERTIFIED FINANCIAL PLANNERCM Mark of Quality The World Over Ø Designed specifically for high-achieving business professionals, and career changers Ø Innovative course content, best faculty interaction and healthy learning environment Ø Ø Tested for Competency, Education, Examination & Work Experience Committed to Ethical Conduct, Code of Ethics & Rules of Professional Conduct Highest Level of Certification globally in the field of Financial Planning

7 Levels of Certification CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) ASSOCIATE FINANCIAL PLANNER (AFP) Testing Modules 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 Planning and Estate Planning Module VI: Advance Financial Planning

8 CFPCM WORLDWIDE Australia Austria Brazil Belgium Canada China Chinese Taipei France Across 23 countries Germany Hong Kong India United Kingdom United States of America Netherlands Indonesia Ireland Japan Malaysia New Zealand Republic of Korea Singapore South Africa Switzerland

9 How will I be benefited from this program? You become a Self illuminated Expert in financial planning based advisory You attain a global position for yourself. You join an elite group in the Financial world. You move ahead of the increasing competition. You get preference for coveted positions with reputed organizations.

10 Facilities Provided by our Financial School Prominent academicians with both industrial and academics experience. Sophisticated Course material designed by a team of CFPCM 100 % Placement Guarantee after completion of 6-modules successfully. Pre-Placement opportunity available if the Student is willing to work Monday-Friday. Guest Lecture by the heads of Corporates Wi-Fi enabled Campus

11 Career Options at large Training Research Financial planning Journalism Academics Sales of financial products Bank Asset management company Life Insurance Share brokers Portfolio manager

12 Financial Planner s Career Path Levels Job Profile Qualification/ Experience Expected Earnings (p.a.) Entry Trainees and executives with Wealth Management Firms, Banks and Product Distributors Pursuing CFPCM Certification + Graduate Fresher Rs. 3 to 6 Lakh Middle Relationship Managers, Wealth Managers, Financial Planners/Advisors, Passed CFPCM Certification Exam + Work Exp. of 1-2 Years Rs. 6 to 12 Lakh Senior Functional Heads like Retirement Specialists, Tax Specialists, Business & Regional Heads CFPCM Certificant with more than 3 year work experience and other professional qualifications Above 12 Lakh

13 Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment

14 CONTACT US Stratagem Level II Subham Sirisampada, Opp Katriya Hotel, Raj Bhavan Road, Somajiguda, Hyderabad Mob: Id: tanvi.agarwal@stratagem.co.in Url :

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