CFP - Need of the Hour

1. 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, Mumbai – 400059 P: +91 22 61712424, F: +91 22 61712444 Email: info@fpsbindia.org Website: www.fpsbindia.org

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5. Contents I : What is Financial Planning ? II : CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) Certification in India III : CFPCM Certification versus other Careers in Financial Services IV : Career Prospects for CFPCM Certificants CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB Ltd.

6. 6 Financial Planning is the process of meeting an individual’s Life Goals* through the proper management of one’s finances. * Buying a home, Investing for a child’s Education/Higher Education, Marriage, and Retirement corpus while ensuring Tax Efficiency, Risk Management, etc.

7. What does the Personal Finance Customer wants ? Implement Budgeting and Spending Plans Identify Goals that have financial implications– Home, Children’s education, Marriage, Vacation, Manage Life Style after retirement Optimization of Insurance Premium Consumer Identify Investment Options to meet goals Manage Debt efficiently Take maximum benefit of tax laws and regulations to create additional surplus for investment Distribute Wealth according to his wish and not according to laws

8. Contents I : What is Financial Planning ? II : CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) Certification in India III : CFPCM Certification versus other Careers in Financial Services IV : Career Prospects for CFPCM Certificants CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB Ltd.

11. Acknowledged as one of the Upcoming Certification in financial services in India by “The Week” in 2004

12. Rated as “Hot Job” by CNBC in 2003

13. Financial Planning rated as No.1 career in 2001 by Jobs Almanac, USA

16. Module II: Risk Analysis and Insurance Planning

17. Module III: Retirement Planning and Employee Benefits

18. Module IV: Investment Planning

19. Module V: Tax Planning and Estate Planning

22. Contents I : What is Financial Planning ? II : CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) Certification in India III : CFPCM Certification versus other Careers in Financial Services IV : Career Prospects for CFPCM Certificants CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB Ltd.

23. Career Avenues in Financial Services 15 * Common Proficiency Test (CPT), Professional Competence Course (PCC)

24. Career Avenues in Financial Services ** estimated figures, * As on 31st July 2010. 16

25. Contents I : What is Financial Planning ? II : CERTIFIED FINANCIAL PLANNERCM ( CFPCM ) Certification in India III : CFPCM Certification versus other Careers in Financial Services IV : Career Prospects for CFPCM Certificants CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Standards Board India is the marks licensing authority for the CFP Marks in India, through agreement with FPSB Ltd.

27. 17,234 CFP Certificants in Canada (60 million population)

29. 50,000+ Mutual Fund Advisors

32. Research

33. Financial planning

34. Journalism

36. 22 Charter Members of FPSB India have resolved that they will give first preference to CFPCM Certificants in recruitment

37. Press Coverage 23 Financial Express April 14, 2010

38. 24 Thank You!