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One Certification. Many
Career Options.

 

"Education is the most powerful weapon which you can use to change the world."

 

The 4 Es

Education

Examination

Experience

Ethics

Education:

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