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1 mbition. ction. chievement Certified Planner Bridging the gap between students & corporate

2 Solution is a one stop provider for facilitating educational and corporate training enabling improved efficiency & productivity Presence Across Training Segments Educational Training Online Education Corporate Training Events 27 Presence in the top Commerce Colleges for Short Term Certificate Programs in Markets Trained1,015 students in Certificate Programs from April 1, 2011 to March conducted trainings at 43 locations pan India 1,500 Trained insurance professionals on the concepts of planning

Commerce Colleges for Short Term Certificate Programs in Markets 1 015 Trained1,015 students in Certificate Programs from April

3 About is a process of: Setting Goals Evaluating Resources Designing Strategies to achieve desired Goals 3

4 About Confused state of common man No idea how to claim for hospitalization Forgot to pay insurance premium!!! When to Retire? Help me buy a Car Forgot to file Tax How much to save for daughter s marriage? Is my loan too expensive??? I should have had a Power of Attorney 4

Help me buy a Car Forgot to file Tax How much to save for daughter s

5 About Mental Peace after the advise from Professional Planner!!! Claiming for hospital cost was effortless!! Thanks for the premium reminder I know when to Retire I m debt free!!! Thanks for the car suggestion. It helped I avoided Income Tax penalty I saved by prepaying my personal loan The Power of Attorney really helped I m on track to save for daughter s marriage? 5

! Thanks for the premium reminder I know when to Retire I m debt free!

6 Why? is world s most prestigious and sought after certification for Advisor. is internationally ti recognized in 24 countries. ti certification is at par with MBA & CA when it comes to Investment Advisory Services with SEBI making it one of the certification for Investment Advisors (SEBI Investment Regulation, 2013). Supported and recruited by more than 50 Top Corporate in India. The shortest duration, international qualification and least costly Certification which can be completed in 6 to 8 months. 6 Requirement of about 1,00,000 Companies, MF, Stock Broking Houses etc. Rated as Hot Job bycnbc. Professionals in Banks, Insurance

(SEBI Investment Regulation, 2013). Supported and recruited by more than 50 Top Corporate in India.

7 Why? Comparison with other Courses PROGRAM WILL I CLEAR? HOW LONG? CAN I DO IT? COST INVOLVED? OPPORTUNIT Y PAY CA 6% 5 YEARS AFTER 12TH 3 LACS MIN 67% NOT PLACED 300,000 CS 13% 3 YEARS AFTER 12TH 2.5 LACS MIGHT GET 300,000 EXHAUSTED 500, MBA >1% IN GOOD COLLEGE 2 YEARS AFTER GRADUATION 5 40 LACS ONLY IF TOP 10 COLLEGES 600,000 10,00,000 60% 6 MONTHS AFTER 12TH HUGE DEMAND SUPPLY GAP 240, ,000 CFA 27% 2.5 YEARS LAST YEAR OF GRADUATION 2 LACS HUGE 600,000 10,00,000 FRM 23% 18 MONTHS LAST YEAR OF GRADUATION 1.5 LACS PICKING UP 500, ,

5 LACS MIGHT GET 300,000 EXHAUSTED 500,000000 MBA >1% IN GOOD COLLEGE 2 YEARS AFTER GRADUATION 5 40 LACS ONLY IF TOP 10 COLLEGES 600,000

8 Why? Career prospects for Certificants ONE CERTIFICATE MULTIPLE CAREER OPTIONS Banking Investment Advisory services Life and General Insurance Mutual Funds Stock and Security Brokers Tax Consultancy Fund Managers / Portfolio Managers 8 Provides much wanted Credibility & Competency as a i Practitioner

Mutual Funds Stock and Security Brokers Tax Consultancy Fund Managers /

9 Why? Huge Demand Supply gap for Professionals in India 9 India has 1,700+ Certificants for a population of 1200 million Versus 60,830 Certificants in US (250 million Population) 17,230 Certificants in Canada (60 million population) 15,802 in Japan (120 million population) Against other Services Intermediaries in India 20 Lakh+ Life Insurance Agents 50,000+ Mutual Fund Advisors 25,000 + Bank Branches, 5,000+ Insurance Services Branches and Brokerages Service Branches

in Japan (120 million population) Against other Services Intermediaries in India 20 Lakh+ Life Insurance Agents 50,000+

10 Why? Countries Recognizing Australia France Malasiya South Africa Singapore gp Austria Germany Japan Switzerland India Brazil Hong Kong New Zealand Thailand Chiese Taipei Canada Indonesia Netherland United Kingdom Columbia 10 China Ireland Republic of Korea USA

Kong New Zealand Thailand Chiese Taipei Canada Indonesia

11 About FPSBI About FPSBI About FPSB - Standards Board India is a Public Private Enterprise and a Professional Standards Setting body that proactively guides the development and promotion of standards for professionals to benefit and protect the public in the country 50 financial institutions bring together this board as charter members such as Axis Bank, Bajaj Capital, Birla Sun life Insurance, Citibank, HSBC, ICICI, LIC, SBI etc As a professional voluntary Self-Regulatory Organization, FPSB India promotes and maintains voluntary standards of professionalism including Education, Examination, work Experience and Ethics requirements and will continue to co-operate the Government, Regulators and other agencies to appropriately, effectively and uniformly regulate personal practitioners 11

Citibank, HSBC, ICICI, LIC, SBI etc As a professional voluntary Self-Regulatory Organization, FPSB India promotes and maintains voluntary standards of professionalism including Education,

12 & learning is one of the leading education provider for the certification feels proud to be associated with this nationwide movement of spreading awareness and Literacy as an Authorized Education Provider for the Certification. We are amongst the TOP education providers with enrollments of more than 600+ students and having presence in 7 cities and 12 locations in India. has etched its name by being one of the emerging company's at India International Achievers Forum, 16 th March 2013 held at Dubai and now "Global Achievers Award" would also be one of the achievements which everyone at Team would cherish. Establishment of Planners Pvt. Ltd. as a part of forward integration into Advisory and Executionary Platform for the entire range of. Solution add one more feather to its cap recently by establishment of Norwest Recruitment which is the vertical which is a one stop solution for recruitments. Handled Corporate training mandate for SBI Life and Geojit BNP Paribas pan India, more than 40 Locations covered each company. Other prestigious clients in Corporate Includes Baroda Pioneer Mutual Fund, Pramerica AMC, DSP Blackrock AMC, Reliance Money, Axis Bank, SBI Life and have many more in our pipeline. 12

has etched its name by being one of the emerging company's at India International Achievers Forum, 16 th March 2013 held at Dubai and now "Global Achievers Award" would also be one of the

13 learning is one of the leading education provider for the certification 13 is proud to be empanelled with SBI Life for conducting training for its employees and advisors through online and offline mode Pan India. (expected number in FY 13-14: 1000 and FY 14-15: 3000)

conducting training for its employees and advisors through online

14 Modules to be studied in Module 1: Introduction to Module 2: Risk Analysis & Insurance Module 3: Retirement & Employee Benefits Module 4:Investment Module 5T 5:Tax & Ett Estate Module 6:Advance 14

15 Exam Pattern Exams are conducted by FPSB and facilitated by NCFM across 105 centers in country. Module 2-5 Module 6: 2hours Online Exam 150 Marks exam Passing Marks are 75 i.e. 50% MCQ s No negative markings 4hours Online Exam 100 Marks exam Passing Marks are 50 i.e. 50% MCQ s No negative markings 15

Module 2-5 Module 6: 2hours Online Exam 150 Marks exam Passing Marks are 75

16 Three Pathways for Certification by Classroom Trainings Total 150+ hours of Classroom Training Eh Exhaustive Study Mt Material(Approved il(a dby the FPSBI) Question Bank for practice ( questions) Unlimited Online Mock Tests per module Expert faculty ( all s and experts in their fields) Online Videos ( Available 24*7) Distance Exhaustive Study Material (Approved by the FPSBI) Online Doubt Solving Support through mail. Unlimited Online Mock Test per module Question Bank for Practice ( Questions) Online Videos ( Available 24*7) 50 hours of comprehensive program. Challenge Status Exhaustive Study Materialand and CaseStudies with LatestUpdates (Approved by the FPSBI) Expert Faculties (s and the experts of respective fields) Comprehensive Training On Excel Usage. 16 Online Videos ( Available 24*7)

Doubt Solving Support through mail. Unlimited Online Mock Test per module Question Bank for Practice ( 1000 + Questions) Online Videos ( Available 24*7) 50 hours of comprehensive program.

17 Express April 14,

18 Thank You Contact Details 53, Ashawadi, Behind Yashwant Nagar, Opp. Shoppers stop, S.V. Road, Andheri (W), Mumbai Phone No.: , Thank You Mail us at: info@ambitionlearning.com Website: Disclaimer This presentation has been prepared exclusively for the intended recipient and does not carry any right of reproduction or disclosure. Neither this presentation or its content may be used for any other purpose without the prior written consent. Although the information contained in this presentation is believed to be reliable, we make no representation or warranty as to accuracy or completeness of any information contained in this presentation or otherwise provided by us and we accept no liability for the accuracy or completeness of such information.

com Website: www.ambitionlearning.com Disclaimer This presentation has been prepared exclusively for the intended recipient and does not carry any right of reproduction or disclosure.

Financial Planning: An Emerging Career in the Financial Services

Financial Planning: An Emerging Career in the Financial Services Presented By: Financial Planning Standards Board India (FPSB India) 702, 7th Floor, Leela Business Park, Andheri-Kurla Road, Andheri East,