CFPCM Certification program makes you competent to provide strategic advice in investments, insurance, tax, retirement & real estate planning. It is an global certification provided by FPSB USA which is a not for profit organisation based out of Denver, USA. It is a comprehensive skill development program to equip participants to offer authentic Financial Plans.

Certified Financial Planner – CFPCM certification is –

Preferred: One of the prominent certification program preferred by Financial Industry across the Globe.

Credible: In INDIA, Charter Members of Financial Planning Standard Board (FPSB) have resolved to give preference to CFPCM Certified Professionals in their recruitment process. The Charter Members Include companies like HSBC Bank, L&T Mutual Fund, Religare, Deutsche Bank, ICICI Bank, State Bank of India, LIC, Axis Bank, Dhanalaxmi Bank, ICICI Prudential, Metlife, SBI Life, Bajaj Capital, ICICI Prudential, Mirae Asset, SBI Mutual Fund, Barclays Bank, Edelweiss, ICICI Securities, Motilal Oswal, Birla SunLife, Standard Chartered Bank, KARVY, Tata AIG, BNP Paribas, Franklin Templeton Investments, Kotak Mahindra Bank, Reliance Capital, Tata Mutual Fund, Citibank, HDFC Securities, UTI Mutual Fund etc. to name a few.

Internationally Recognized: The most recognized and respected Financial Planning Certification in more than 25 Countries across the Globe.

Who can enroll for CFPCM Certification:

  • Students pursuing/completed B.Com / BMS / BBA / BBI / BAF / BFM / M.Com
  • Other Undergraduates / Graduates looking for a career in Finance
  • MBA / CA / CA Inter
  • Professionals working in Banking & Financial Services Industry

Job Opportunity:

LEVELS JOB PROFILES QUALIFICATION EXPERIENCE
Entry Trainees & Executives Pursuing CFPCM Certification + Graduate Fresher.
Middle Relationship Managers, Wealth Managers, Financial Planners / Advisors Pursuing CFPCM Certification + Graduate Fresher.
Senior Sr. Planners / Advisors, Team Leaders, Functional Heads, Business Heads Attained CFPCM certification + Work Experience of 5 years or more.
Module 1: Introduction to Financial Planning
Module 2: Risk Analysis and Insurance Planning
Module 3: Retirement Planning and Employee Benefits
Module 4: Investment Planning
Module 5: Tax and Estate Planning
Module 6: Advanced Financial Planning

Why to prepare for CFPCM Certification with BANKEDGE

BANKEDGE is India’s Leading Banking and Financial Services Training Company that has more than 35 training locations Pan India. In last 3 Years BANKEDGE has trained and placed more than 5000 Young Graduates in various roles at Private Sector Bank and Financial Companies. BANKEDGE today is a respectable name among all BFSI majors.

For CFPCM Certification BANKEDGE has created High Standard Industry mapped Classroom as well as Online Course curriculum that helps the learner in preparing well for the CFPCM Certification. Faculties are Financial Planning Industry vetrons with more than 25 Years of Experience and all are CFPCM Certified trainers.

Placement Assistance

This is the most important element of training CFPCM Certification with BANKEDGE and here we have an Extra Edge. Through our dedicated Placement Cell – PICKUP we provided quality interview opportunities to all our candidates once they pass the CFPCM Certification. Thus we not only prepare them for training but also help the candidates in getting their dream career with India’s finest Financial Services Companies.

Our exclusive CFPCM Certification Classroom training Program offers:

REGULAR PATHWAY
  • 150+ Hours of Core Practical Learning
  • Exhaustive Online Study Material
  • Online LMS access for 12 months
  • Webinars of Industry’s Best Financial Practitioners
  • Case Studies with Mock tests
  • Online Mock Tests for each module
  • Doubt solving / faculty interactions
  • Flexibility to attend missed classes based on class schedule
Duration: 3 to 6 months

CHALLENGE STATUS PATHWAY
  • 40+ hours of core practical learning
  • Exhaustive Study Material
  • Online LMS access for 12 months
  • Webinars of Industry’s Best Financial Practitioners
  • Case Studies with Mock tests
  • Online Mock Tests
  • Doubt solving / faculty interactions
  • Flexibility to attend missed classes based on class schedule
Duration: 1 to 2 months
EXTRA EDGE FROM BANKEDGE
  • Guaranteed Interview Opportunities for CFPCM Certified Candidates
  • Paid Internship of 6 months after CFPCM Certification (for selected candidates only and as per the availability)
  • Free Advanced Excel Training for both Pathway canddiates
About CFPCM

CFPCM Certification program makes you competent to provide strategic advice in investments, insurance, tax, retirement & real estate planning. It is an global certification provided by FPSB USA which is a not for profit organisation based out of Denver, USA. It is a comprehensive skill development program to equip participants to offer authentic Financial Plans.

Certified Financial Planner – CFPCM certification is –

Preferred: One of the prominent certification program preferred by Financial Industry across the Globe.

Credible: In INDIA, Charter Members of Financial Planning Standard Board (FPSB) have resolved to give preference to CFPCM Certified Professionals in their recruitment process. The Charter Members Include companies like HSBC Bank, L&T Mutual Fund, Religare, Deutsche Bank, ICICI Bank, State Bank of India, LIC, Axis Bank, Dhanalaxmi Bank, ICICI Prudential, Metlife, SBI Life, Bajaj Capital, ICICI Prudential, Mirae Asset, SBI Mutual Fund, Barclays Bank, Edelweiss, ICICI Securities, Motilal Oswal, Birla SunLife, Standard Chartered Bank, KARVY, Tata AIG, BNP Paribas, Franklin Templeton Investments, Kotak Mahindra Bank, Reliance Capital, Tata Mutual Fund, Citibank, HDFC Securities, UTI Mutual Fund etc. to name a few.

Internationally Recognized: The most recognized and respected Financial Planning Certification in more than 25 Countries across the Globe.

Who can enroll for CFPCM Certification:

  • Students pursuing/completed B.Com / BMS / BBA / BBI / BAF / BFM / M.Com
  • Other Undergraduates / Graduates looking for a career in Finance
  • MBA / CA / CA Inter
  • Professionals working in Banking & Financial Services Industry

Job Opportunity:

LEVELS JOB PROFILES QUALIFICATION EXPERIENCE
Entry Trainees & Executives Pursuing CFPCM Certification + Graduate Fresher.
Middle Relationship Managers, Wealth Managers, Financial Planners / Advisors Pursuing CFPCM Certification + Graduate Fresher.
Senior Sr. Planners / Advisors, Team Leaders, Functional Heads, Business Heads Attained CFPCM certification + Work Experience of 5 years or more.
CFPCM Curriculum
Module 1: Introduction to Financial Planning
Module 2: Risk Analysis and Insurance Planning
Module 3: Retirement Planning and Employee Benefits
Module 4: Investment Planning
Module 5: Tax and Estate Planning
Module 6: Advanced Financial Planning
CFPCM with BANKEDGE

Why to prepare for CFPCM Certification with BANKEDGE

BANKEDGE is India’s Leading Banking and Financial Services Training Company that has more than 35 training locations Pan India. In last 3 Years BANKEDGE has trained and placed more than 5000 Young Graduates in various roles at Private Sector Bank and Financial Companies. BANKEDGE today is a respectable name among all BFSI majors.

For CFPCM Certification BANKEDGE has created High Standard Industry mapped Classroom as well as Online Course curriculum that helps the learner in preparing well for the CFPCM Certification. Faculties are Financial Planning Industry vetrons with more than 25 Years of Experience and all are CFPCM Certified trainers.

Placement Assistance

This is the most important element of training CFPCM Certification with BANKEDGE and here we have an Extra Edge. Through our dedicated Placement Cell – PICKUP we provided quality interview opportunities to all our candidates once they pass the CFPCM Certification. Thus we not only prepare them for training but also help the candidates in getting their dream career with India’s finest Financial Services Companies.

Our exclusive CFPCM Certification Classroom training Program offers:

REGULAR PATHWAY
  • 150+ Hours of Core Practical Learning
  • Exhaustive Online Study Material
  • Online LMS access for 12 months
  • Webinars of Industry’s Best Financial Practitioners
  • Case Studies with Mock tests
  • Online Mock Tests for each module
  • Doubt solving / faculty interactions
  • Flexibility to attend missed classes based on class schedule
Duration: 3 to 6 months

CHALLENGE STATUS PATHWAY
  • 40+ hours of core practical learning
  • Exhaustive Study Material
  • Online LMS access for 12 months
  • Webinars of Industry’s Best Financial Practitioners
  • Case Studies with Mock tests
  • Online Mock Tests
  • Doubt solving / faculty interactions
  • Flexibility to attend missed classes based on class schedule
Duration: 1 to 2 months
EXTRA EDGE FROM BANKEDGE
  • Guaranteed Interview Opportunities for CFPCM Certified Candidates
  • Paid Internship of 6 months after CFPCM Certification (for selected candidates only and as per the availability)
  • Free Advanced Excel Training for both Pathway canddiates

OUR STUDENTS ARE PLACED HERE

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