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CERTIFIED FINANCIAL PLANNER®

CPFPPM Certification by The Fintellect

About CPFPPM

CPFPPM Certified Personal Financial Planner & Portfolio Manager (CPFPPM) Certification comprises of the following 3 levelled modules:

• Personal Financial Planning & Portfolio Management - Foundation Module (PFPPM – Foundation Module)
• Personal Financial Planning & Portfolio Management - Intermediate Module (PFPPM – Intermediate Module)
• Personal Financial Planning & Portfolio Management - Advanced Module (PFPPM – Advanced Module)

Key Details:

• Each module will be of 10–12 hours duration, spread over 2 days.
• At the end of each module, an assessment will be conducted.
• Upon successful completion of a module and its assessment, a Module Completion Certificate will be awarded.
• After completing all three modules (totaling 36–40 hours) and meeting the ethics and integrity criteria set by Fintellect Intelligent Financial Services, participants will be awarded the Certified Personal Financial Planner & Portfolio Manager (CPFPPM) certification.

About Personal Financial Planning & Portfolio Management - Foundation Module (PPFPM - Foundation Module)

Discover the fundamentals of managing your or your clients' finances with our Personal Financial Planning & Portfolio Management – Foundation Module. Perfect for beginners and those looking to establish a strong financial foundation, this course covers essential topics such as need for financial planning, financial planning process, risk management, investment planning, and the roles and responsibilities of a CERTIFIED FINANCIAL PLANNER®. Explained in simple terms, this course ensures that financial planning & portfolio management concepts are easily understood by the learner. This course provides practical skills that can be applied immediately to secure your or your clients' financial well-being. The module will be a blend of knowledge and skill development. It is designed to provide practical skills in a simple, activity-based manner.

Overview of Personal Financial Planning & Portfolio Management – Foundation Module (PFPFM – Foundation Module)

1) Introduction to Personal Financial Planning

1.1) What is Personal Financial Planning?

1.2) Financial Planning Process

2) Introduction of Risk, Return, Liquidity; Financial Goals, Asset Classes & Behavioural Biases

3) Concept & Role of Different Market Participants – Issuer, Investor, Regulator & Intermediary

4) Legal and Regulatory Framework

5) Risk Management Products, Services & Strategies

6) Glimpses of Portfolio Management Theories & Practices

7) Introduction of Different Asset Classes and Portfolio Construction Concepts

8) Risk, Return and Performance Evaluation

9) Concepts of Investment Planning, Retirement and Tax Planning, Risk & Estate Planning

10) Introduction to Financial Mathematics

11) Taxation of Investment Vehicles in India

12) Financial Plan Preparation

13) Ethics and Investment Professionalism

Intermediate & Advanced Modules

The Intermediate & Advanced Level Modules would cover more detailed aspects of the topics covered in the Foundation Module, along with some of the additional aspects required to be covered for the next levels.

Eligibility Criteria

To register for this certification, a candidate must be an undergraduate or above; or a working professional in financial sector with 3 yrs plus work experience.