This dual specialization explores the multi-faceted world of financial planning and the growing interplay between insurance, risk management, retirement planning, investment planning, tax planning and financial services. It combines a practical approach based on sound theory to create the learning experience that is both challenging and stimulating. AFP offers several options to cater to the exact need of students to aid them accomplish their career related ambitionwhich further enables them to become a
Certified CM Financial Planner (CFP) .
Programme Details
Certifying Body
Duration
Entry Requirement
Career Prospects
Certified Financial Planner (CFP)
Programme Details
Certified Financial Planner (CFP)
The CFP professional education programme covers areas such as:
professionalism, ethics, compliance, advanced financial planning and practice management.
The modules to study are:
| Module 1 |
- Risk Analysis and Insurance Planning |
| Module 2 |
- Retirement Planning and Employee Benefits |
| Module 3 |
- Investment Planning |
| Module 4 |
- Tax Planning and Estate Planning |
| Module 5 |
- Financial Plan Construction (after graduation) |
Certifying Body
| • |
Bachelor of Business Management from Jain University |
| • |
Financial Planning Standards Board |
Duration
2 years
Entry Requirement
Pre University/ CBSE/ ISC or Equivalent Examination.
Career Prospects
The CFP Certification is internationally recognized and a qualified CFP may either
have his / her own practice in Financial Planning or be employed in any one of the
following financial sectors:
| • |
Banks
|
| • |
Large companies to look after employee benefits
|
| • |
Financial planning organizations |
| • |
Stocks and securities |
| • |
Credit counselling organizations |
| • |
Asset management |
| • |
Life insurance companies |
| • |
Accounting & law firms |
Certified Financial Planner (CFP) 
CFP and Certified Financial Planner trademarks are owned by Certified FinancialPlanner Board of Standards Inc., USA. The Financial Planning Standards Board (FPSB) is the CM marks licensing authority for the CFP marks in India, through agreement with the CFP Board. Center for Financial Planning and Management is an authorized education provider for the certified Financial Planner (CFP ) programme in India.
AFP: A person who successfully completes one module will be awarded the qualification of “AFP”. Example: if a student successfully completes Module 1, the
student will be certified AFP (Insurance) and likewise in Investment, Retirement and
| AFP (Insurance) M1 |
- Risk Analysis & Insurance Planning |
| AFP (Retirement) M2 |
- Retirement Planning & Employee Benefits |
| AFP (Investment) M3 |
- Investment Planning |
| AFP (Tax Planning) M4 |
- Tax Planning and Estate Planning |
