What’s CFPCM Certification Education Programme?
CFP stands for Certified Financial Planner, and CM for Certification
Mark. These are marks that help you identify financial planners
who are committed to competent and ethical behavior when providing
financial planning services. It is a global certification whch is
practiced in 20 countries across the world.
Who are the promoters?
This is conducted by the regulator called Financial Planning Standards
Board India, Mumbai, who are an affiliate of the global FPSB, Denver,
USA.
About RNIS College of Financial Planning?
It is promoted by Ms. Ritu Nanda, MDRT (TOT) member and Chairman’s
Club Member of LIC of India, which distinctions have been held for
17 years at a stretch. She has a rich experience as a life insurance
agent. She has a wide experience in the education field and is successfully
running RNIS College of Insurance, RNIS College of Management and
RNIS College of Financial Planning. In addition to Head Office,
it is being looked after at 75 centres across India. The faculty
comprises of experienced professionals from the industry and CFPCM
practitioners/officials.
About the contents of the course
The course comprises of the following modules:
1. Introduction to Financial Planning
2. Risk Management and Insurance Planning - Module I
3. Retirement Planning and Employee Benefits - Module II
4. Investment Planning - Module III
5. Tax and Estate Planning - Module IV
6. Financial Plan Construction - Module V
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