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Overview
About CFP^CM
The 4Es
Course Content
BIFM Edge
Course Fee & Duration
Top Recruiters
Register here
Contact Us

50000 CFP^CM
professionals
required in India
by 2010.
Mr. M Damodaran
(Ex Chairman – SEBI)

Overview

The most coveted and the fastest growing program for aspiring financial planners who wish to obtain the necessary skill, knowledge and expertise in the rewarding industry with immense growth opportunities.

ADFP has been designed through an intensive research by our academic team comprising a team of CFP with vast industry experience and incorporating the recruiter's feedback on specific skill required to succeed.

This is an intensely structured program spread over 5 months with over 220+ hours of classroom study. On successful completion of this program the student earns Advanced Diploma in Financial Planning. In addition to this, he is prepared to appear for CFP certification program leading to the coveted designation of Certified Financial Planner.

About CFP^CM

Certified Financial PlannerCFP^CM, is the world's most prestigious internationally accepted financial planning certification.

CFP^CM is one certification that gives many career options in the world of finance. This globally recognized certification gives career value to your university degree and even an MBA.

Rated as "Gold Standard" in Wall Street Journal
Boosts your career & increases employment
Eligible for "Hot Jobs" in finance (Rated by CNBC)

The CFP^CM certification process, administered by Financial Planning Standards Board India, identifies that those who have been authorized to use the CM certification marks in India have met rigorous professional standards and also agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.

The public's growing need for objective Financial Planning advice, combined with the rigorous standards demand of CFP^CM Certificants, has placed the CFP^CM credential at the forefront of the Financial Planning profession. Introduced in 1972, the CFP^CM designation has become the most widely recognized Financial Planning credential among consumers in the US and around the world. Today more than 20 countries around the world have adopted the CFP^CM credentials and there are more than 1,50,000 CFP^CM certificants. CFP^CM certification standards for each country have been adapted to meet domestic marketplace, regulatory and educational needs.

About FPSB India

FPSB India is a public private enterprise and professional standards setting body which is the licensing authority for the CFP^CM ,

marks in India through an agreement with Financial Planning Standards Boards Ltd. Denver, USA.

The 4 Es

» Education » Examination »Experience » Ethics

A candidate must complete academic coverage of financial planning curriculum. The curriculum consists of 6 modules namely:

Introduction to Financial Planning
Risk Management and Insurance Planning
Retirement Planning and Employee Benefits.
Investment Planning
Tax and Estate Planning
Advanced Financial Planning

	Examination 1	Risk Management and Insurance Planning
	Examination 2	Retirement Planning and Employee Benefits
	Examination 3	Investment Planning
	Examination 4	Tax Planning & Estate Planning
	Examinations shall be held live on real time basis. Student has to schedule his/her own Examination on the website:www.nseindia.com

The examinations will be centrally administered by National Stock Exchange of India (NSE), at their test centers.
Admit card (hall ticket) will be generated by the system. Students are required to take a printout of their admit card and carry the same to the test center.
Examination 1 - Risk Management and Insurance Planning, Examination 2 - Retirement Planning and Employee Benefits, Examination 3 - Investment Planning Examination 4 - Tax Planning & Estate Planning are of 2 hours duration and Examination 5 – Advance Financial Planning is of 4 hours.
Registered Students can opt for Examination only after 60 days of receipt of registration at FPSB India. This is to ensure the student undergoes minimum duration of education requirement before appearing for the examinations.
Students can schedule any number of Examinations as per availability of seat

	AFP	Not required
	CFP	3 years in financial sectors 5 years (Non Financial Sector) 6 years in respect of undergraduates

Course Content

A candidate must complete academic coverage of financial planning curriculum.

The curriculum consists of 6 modules:

Introduction to Financial Planning
Risk Management and Insurance Planning
Retirement Planning and Employee Benefits.
Investment Planning
Tax and Estate Planning
Advanced Financial Planning

BIFM Edge

Approved Education Provider for CFP^CM Certification Program.
Highest pass percentage: Highest pass percentage (as per FPSB) in India
Study material: Study material is industry-vetted with exam-oriented workbooks, Regularly updated after every exam
US-ACER: Unique and the ultimate exam guide our flagship exam testing system ensures 100% exam success in the very first attempt! more..

Details: US-ACER™ system is designed to deliver an unbeatable examination training experience. It is the first and the only system that scientifically correlates your competence to your performance. It is an online testing system that simulates the actual exam, follows our TQT™ (Total Quality Teaching™) standards and is totally built to meet and compliment the FPSB's principle of 4Es of CFP^CM certification: Education, Examination, Experience & Ethics.
Faculty: We Have the best faculty with the highest number of in-house CFP^CM professionals who work full-time for our students. (Regular classroom mode only)
Secret Sauce: The ultimate exam passing mantra.It gives the most important exam acing strategies that incorporates the latest exam patterns.
Advance Diploma in Financial Planning: ADFP has been designed through an intensive research by our academic team with a team of CFP^CM with vast industry experience and incorporating recruiter's feedback on specific skills.

Course Fee & Duration

The course can be completed in 2 months at the earliest. However, BIFM recommends in-depth study for 5 months before attempting the examination. Candidates have a maximum window of seven years to complete & clear all the required modules.

Batch Timings

Weekdays :	4.30 PM to 6.30 PM (Monday – Friday)
Weekend :	Saturday : 4.00 PM to 8.15 PM
	Sunday : 10.00 AM to 4.30 PM

» Course Fee

Top Recruiters

CFP^CM & FPSB India is promoted by 50 Charter Members who are the top recruiters.

	Life Insurance Corporation of India
	ICICI Bank Limited
	State Bank of India
	UTI Mutual Fund
	AXIS Bank (Formerly Known as UTI Bank)
	Kotak Mahindra Bank Limited
	SBI Funds Management Private Limited
	SBI Life Insurance Company Limited
	Alliance Bernstein Corporataion
	American Express Bank Limited
	Birla Sun Life Distribution Company Limited
	Birla Sun Life Insurance Company Limited
	BNP Paribas-Private Banking
	Citibank N.A.
	Dawnay Day AV Financial Services Pvt. Ltd.
	DBS Cholamandalam Asset Management Ltd
	Deutsche Bank AG
	Dynamic Equities Private Limited
	Fidelity Fund Management Private Limited
	FPI Padmakshi Financial Planning & Wealth Management
	Franklin Templeton Asst Management (India) Private Limited
	Geojit Financial Services Limited
	HDFC Asset Management Company Limited
	The Hongkong and Shanghai Banking Corporation Limited
	ICICI Prudential Life Insurance Company Limited
	ICICI Prudential Asset Management Company Ltd.
	Karvy Stock Broking Limited
	Lotus India AMC Private Limited
	Mirae Asset Financial Group
	MetLife India Insurance Company Private Limited
	Motilal Oswal Securities Limited
	Principal PNB Asset Management Company Limited
	Reliance Capital Asset Management Limited
	Reliance Life Insurance Company Limited
	Reliance Money Limited
	Religare Enterprises Limited
	SKP Securities Limited
	Shinsei Bank Group
	Standard Chartered Bank
	TATA AIG Life Insurance Company Limited
	TATA Asset Management Limited
	World Gold Council
	ASK Wealth Advisors Private Ltd… and many more.

Register here

Course
Name
Email
Phone
Heard from
Location
Query
Mode	Full-time classroom mode in New Delhi only.
Request information by email Request information by call

Contact us

BLB Istitute of Financial Markets( BIFM)
4th Floor, Gulab Bhawan,
6, Bahadur shah zafar Marg
New Delhi-110002

Program counsellor:

Master of Business Administration in Financial Markets Management (MBA-FMMTM)
Ms. Kanika: 09958300489
Mr. Divyajot: 09717597628
Tel: (011) 43702201-02

Post Graduate Diploma in Financial Planning and Wealth Management™ (PGD-FPWM™)

Ms. Priyanka: 09818010148
Tel: (011) 43702201-02

Bachelor of Business Administration in Financial Markets Management (BBA-FMMTM)

Ms. Anuradha: 09717597622
Ms. Mini: 09717397743
Tel: (011) 43702201-02

Mail us:
cfpinfo@bifm.edu.in